Small Business

How Your Organization Could Benefit from a Post-Tax Season Debriefing

Tax season can be incredibly stressful for business owners. Surviving April 15 is a great feeling! It can be tempting to simply put the experience out of your mind and get back to focusing on your business. However, spending a little time on post-tax season debriefing – thinking about what just happened and what you […]

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4 Ways Small Businesses Can Get Ready for the New Year

For many small businesses, the calendar year is also their fiscal year. As we approach the new fiscal year, it’s not too late to complete any essential tasks, assess what’s working and what’s not, and implement the necessary changes. Of course, assessment does not have to lead to change. If you’re doing something that’s working,

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End-of-Year Checklist for Small Businesses: What Needs to Be Done by 12/31

In a perfect world, every business would be monitoring and recording important financial activity and data throughout the year. When you meet with your tax preparer, business consultant, or any other advisor and need to make informed decisions, the financials would be neatly organized and ready to go. Of course, if you haven’t been able

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