Tag Archive: Annual Planning

Preparing for Proposed Tax Changes

by | June 24, 2021

Tax changes can add an unwavering complexity, but proper timing and good advisors can keep you ahead of proposed tax changes. Trying to do your own taxes is not a simple endeavor, and as a business owner, it’s even more complicated. You’re not only concerned with payroll taxes or income taxes; you’re also concerned about... View Article

Top 5 Business Areas to Focus and Plan for 2019

by | December 4, 2018

Although we are often distracted at this time of year by fun family gatherings, vacation time, and holiday cheer and events, businesses often take this time to ensure they are ready to start the new year strong.  Below are several areas we suggest businesses evaluate as they plan for a successful year: Financial goals.  Your... View Article

Is it too Early to Begin 2018 Planning?

by | August 3, 2017

Planning for next year is daunting.  Each year, we know it’s time to create that budget, think about what we’ll do differently, and make sure we’ve got the processes and people lined up to do what needs to be done.   But planning doesn’t have to be all at once.  Some things have a year-end deadline,... View Article

Our Favorite Things of Year End Planning

by | December 20, 2016

Yes, there are “favorite” things to do for end of year planning… here’s what’s on our list: Financial goals.  First and foremost, your planning should evaluate your financial performance this year.  If you had financial goals for your business, did you achieve them?  If not, why not?  Many business owners have sales goals that are... View Article

Creating Your Business Plan

by | January 16, 2013

This week’s blog from Earl Bell, Island Crest Consulting A solid business plan dramatically increases the likelihood that your company continues on the path to becoming extremely valuable, sustainable and profitable.  Having said that, not all business plans are created equal. Focus on the right things and you’ll develop a road map to success.  Below... View Article

Business Planning- A Client Centered Approach

by | January 8, 2013

This week’s blog from Dawn Nelson Business planning is a tool that owners should use to help anticipate and plan for the year ahead. It is where goals are determined and budgets are set. But is that all that the business plan is good for? Companies can use their business planning as a time to... View Article

Back to Business Before Year End

by | November 8, 2012

This week’s blog from Michelle Bomberger Despite the beauty of fall and the bustle of the Holidays, be sure to get the work done to end 2012 strong. There are many issues that you should discuss and formalize in your business to properly account for 2012 and plan for your 2013 year such as: Gifting... View Article

TAX UPDATE: WRAP UP

by | January 31, 2012

Our Equinox Focus Event last week “Tax Update: What You Need to Know for 2012 (and 2011, too)!”  was quite a success with raves from our participants.   I wanted to share some of my key takeaways from the program. –  Pre-Opening Costs.  For folks starting or launching a business, certain pre-opening costs are tax deductible.  In... View Article