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Category: Year-End
Accounting

New Year … New Money Mindset

As we begin the transition from one year to the next, we inevitably find ourselves looking at things with a renewed perspective. We tend to think about both all that we are grateful for and all that can be improved upon. And for many business owners, one area of improvement relates to their mindset surrounding money. With another tax season just on the horizon, it is even more of a priority to shift the historically negative money mindset of business owners and begin to have the conversations that matter most when it comes to their financials.

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Accounting

Maximizing Your Extension

For business owners, staying organized with financials is about more than spreadsheets lining up nicely or thoroughly reconciled accounts (although both are important). It’s about the crucial role organized bookkeeping plays in the actual tax filing process. Simply, organized records both save time and reduce errors during tax preparation. For those who filed an extension this year, this means getting organized now, as those due dates are quickly approaching.

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best year yet
Accounting

Your Best Year Yet

Somehow, it’s the end of January already. As you close the month and look ahead, are you finding yourself prepared and organized for the next eleven months or just getting by day by day? If you’re in the latter group, it’s time for a reminder about the importance of budgeting and forecasting to make sure 2022 is your best year yet. After all, without a roadmap, how will you know how to reach your destination?

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Accounting

Your 2021 Year-End Accounting Checklist

Unwrapping our Gift to You this Holiday Season It’s December. The holidays are upon us. Employees are requesting time off. Clients still need attention (and often, more of it). You’re trying to juggle your own personal obligations and family time.

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Accounting

Closing Your Financial Quarter

It’s About More than the Numbers Closing out the quarter and preparing for year-end is always a good time to review some reminders about a financial quarter close. There’s no doubt about it – a healthy business has healthy financial

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Helping entrepreneurs, and small to mid-sized businesses tap into the power of financial strategy and technology to run their business more efficiently and profitably…

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