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The Importance of Budgeting – Part 2

The Importance of Budgeting – Part 2

by Monica Roca | Dec 8, 2020 | Accounting, Bookkeeping, CPA, Grow Your Business, Outsourcing, Productivity

If you haven’t read it yet, click here for PART ONE. Next up: Tips for setting a yearly revenue forecast and business budget. As business leaders, we must consider more than just our personal budgets. Business budgeting is another level and style of numbers...
The Importance of Budgeting – Part 2

The Importance of Budgeting – Part 1

by Monica Roca | Nov 20, 2020 | Accounting, Bookkeeping, CPA, Grow Your Business, Outsourcing, Productivity

If 2020 has taught us anything, it has taught us that we should be prepared for anything. The events that unfolded during this year have also shed light on the places we may have financial vulnerability (and strengths, hopefully). This financial picture flows between...
Limitless Accountant Value Explained

Limitless Accountant Value Explained

by Monica Roca | Oct 1, 2020 | Accounting, Bookkeeping, CPA, Grow Your Business, Outsourcing, Productivity

How Your Accountant (May Be) The Real MVP Of Your Business Many businesses attribute much of their success to the number crunchers, the bean counters and the financial gurus that can actually be the backbone of the operation. We’ll let you in on a little secret that...
Understanding Roles: Bookkeeper vs Accountant vs CPA

Understanding Roles: Bookkeeper vs Accountant vs CPA

by Monica Roca | May 27, 2020 | Accounting, Bookkeeping, CPA, Financial Planning, Tax Strategy

Accounting nomenclatures often get thrown around like accountant, bookkeeper and CPA without an understanding for their true meaning and differences. As a business owner who has lots of solid business acumen, you may (or may not) understand the contrast between an...

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