Posts tagged tax strategy
Financial Planning for Business: Is a Financial Coach Your Best Strategy?

Running a small business means wearing many hats, from overseeing operations and marketing to delivering exceptional customer service, all while keeping a close eye on finances.

However, for many small business owners, financial management can feel overwhelming or easy to push aside in the whirlwind of daily tasks. This is where financial coaching comes in.

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5 Things Your Accountant Wishes You Were Doing Now for Next Year’s Taxes

As fall rolls in and the leaves start changing, you might be thinking about cozy sweaters, pumpkin patches, and holiday plans. But your accountant? They’re thinking about taxes. Believe it or not, autumn is the perfect time to get ahead on tax prep, and your accountant definitely has a wishlist of things they wish you were doing now to make tax season less stressful.

From organizing paperwork to making smart financial moves, here are five things your accountant wants you to tackle before the year ends to set yourself up for a smooth tax season next year.

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