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Hands of a person sitting at a desk tax planning, writing on a notepad and typing on a laptop.

Year-End Financial and Tax Planning Checklist for Businesses

November 28, 2022

As the year comes to a close and tax season approaches, it’s an important time to review your business’s finances. Planning ahead now can save you money and stress down the road. Here’s a checklist of important tax planning and financial steps to take when preparing for the new year. 1. Review the past year’s…

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Zoomed in on people's hands as they work together as an outsourced CFO team. One is writing on a notebook with a pen.

Top 10 Accounting Tasks your Outsourced CFO Team Can Manage

November 7, 2022

As a small to medium-sized business owner, you wear many hats. You are the salesperson, the marketer, the product developer, and sometimes even the janitor. With so many responsibilities, important tasks can fall by the wayside. Despite how crucial it is to your business’s success, accounting is often one of those tasks. Not only does…

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