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Books & Benchmarks

Your 2025 Goals Need a Path and a Plan

Your 2025 Goals Need a Path and a Plan

This time of year, many practice owners ask me about their goals. I often get questions like, “Should we aim for 6% or 8% growth?” While it’s great to have a target in mind, these figures might be too conservative, and percentages alone can be too...
What’s Different in Year-End Bookkeeping

What’s Different in Year-End Bookkeeping

Happy New Year! As the calendar turns to January, many of us are reflecting on the past year and looking forward to our goals and dreams for 2025. And with that, tax season is on the horizon.  For some businesses, tax preparation is as simple and complex as...