Why a Financial Review in December Sets You Up for a Stronger New Year

Why a Financial Review in December Sets You Up for a Stronger New Year

Why a Financial Review in December Sets You Up for a Stronger New YearMeggan Ciaccia
Published on: 26/12/2025

New Blog Post Description

Tax PrepSmall BusinessWorking with a CPA
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
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
Why Small Business Owners Shouldn’t Hide From Their Numbers

Why Small Business Owners Shouldn’t Hide From Their Numbers

Why Small Business Owners Shouldn’t Hide From Their NumbersMeggan Ciaccia
Published on: 31/10/2025

Don’t fear your numbers! Many small business owners avoid financials, but working with a CPA helps you face the fear, build confidence, and grow.

Working with a CPABookkeeping & AccountingOutsourced CFO