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As the calendar winds down, tech leaders face one of the most important administrative periods of the year: closing out the books, evaluating performance, and preparing for a profitable new year. A structured financial checklist for technology firms not only… Read More
Posts Tagged ‘business finances’
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Set Next Year’s Budget & Targets: A Smart Guide for Small Businesses
As the year comes to a close, small business owners find themselves juggling holiday demand, end-of-year reporting, and the pressure of planning ahead. But one of the most important tasks you can prioritize right now is taking the time to… Read More
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Year-End Payroll: What Employers Need to Know Before Closing the Books
As the calendar turns toward December, businesses of every size face a critical administrative responsibility: year-end payroll. Preparing payroll correctly ensures compliance, prevents costly errors, and gives both employers and employees peace of mind heading into the new year. From… Read More
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Maryland Business Personal Property Returns
Running a business in Maryland comes with several administrative responsibilities, and one of them is filing your Maryland business personal property return. This annual requirement ensures that your company remains in good standing with the state and that your property… Read More
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Year-End QuickBooks Prep: A Step-by-Step Guide for Closing Projects, Managing Assets, and Checking Inventory
As the year draws to a close, businesses everywhere are gearing up for one of the most critical times in financial management — preparing their books for year-end. Proper year-end QuickBooks prep ensures accuracy, compliance, and smoother tax filing come… Read More
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KPI Spotlight: Pricing Analytics
Pricing analytics has become one of the most valuable tools for maximizing profitability and competitiveness. At its core, pricing analytics involves the systematic use of data to evaluate and improve pricing strategies. By analyzing how customers respond to price changes,… Read More
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KPI Spotlight: Project/Client Profitability for Agencies
Client-based business success isn’t just about winning new business—it’s about making sure every project and relationship contributes positively to your bottom line. That’s where tracking project/client profitability becomes an essential KPI for agencies. This metric reveals whether your efforts are… Read More
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Q4 Readiness: Year-End Tax Planning Starts Now
As Q4 unfolds, businesses should be doing more than reviewing annual performance reports or planning holiday promotions. Year-end tax planning is a crucial step to protect your bottom line, minimize tax liabilities, and position your company for a stronger start… Read More
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QuickBooks Cleanup: Bank Recs, Opening Balances & Common Fixes
When your QuickBooks file becomes cluttered with errors, outdated entries, or incomplete reconciliations, financial reporting can quickly spiral out of control. A structured QuickBooks cleanup process not only restores accuracy, but also helps you catch issues before they turn into… Read More
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Cost Segregation Basics
If you own commercial real estate, you may have heard about cost segregation—a tax strategy that accelerates depreciation deductions and puts more money in your pocket sooner. In this guide, we’ll break down cost segregation basics, explain who benefits most,… Read More