Meeting with a CPA Early: Your Best Move Under the New "Big Beautiful Bill"

Meeting with a CPA Early: Your Best Move Under the New "Big Beautiful Bill"

Meeting with a CPA Early: Your Best Move Under the New "Big Beautiful Bill"Meggan Ciaccia
Published on: 09/01/2026

Learn why meeting with your CPA in early January is your smartest move under the new “Big Beautiful Bill.” Discover what to ask, how to prepare, and how early planning can prevent tax surprises.

TrendsBookkeeping & AccountingOutsourced CFOTax UpdatesConsulting
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Your Year-End Financial Checklist: How to Wrap Up Strong and Start 2026 Ready

Your Year-End Financial Checklist: How to Wrap Up Strong and Start 2026 Ready

Your Year-End Financial Checklist: How to Wrap Up Strong and Start 2026 ReadyMeggan Ciaccia
Published on: 12/12/2025

Wrap up 2025 with confidence. Follow this year-end financial checklist to organize your books, maximize deductions, and plan for 2026.

Working with a CPABookkeeping & Accounting
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Year-End Financial Guide for Cannabis Businesses

Year-End Financial Guide for Cannabis Businesses

Year-End Financial Guide for Cannabis Businesses Meggan Ciaccia
Published on: 28/11/2025

Cannabis businesses face unique challenges at year-end. Learn how to prepare financials, stay compliant, and plan ahead with this cannabis business year-end guide.

Cannabis AccountingBookkeeping & Accounting
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When Is a Good Time to Switch CPAs?

When Is a Good Time to Switch CPAs?

When Is a Good Time to Switch CPAs?Meggan Ciaccia
Published on: 14/11/2025

When is the right time to switch CPAs? Don’t wait until tax season. Learn why changing mid-year can help your new CPA better understand your business.

Small BusinessWorking with a CPABookkeeping & AccountingOutsourced CFOConsulting
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