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Start 2026 Strong: Your 5 Step 2025 Bookkeeping Closeout Checklist Happy New Year, As we step into 2026, there is one small task that can save you hours of stress, last minute scrambling, and missed tax savings later on. Closing out your 2025 books the right way. Instead of overwhelming you with a long to do list, we have broken it down into a simple 5 step Q and A checklist to help you wrap up 2025 cleanly and confidently. Your 2025 Financial Wrap Up Made Simple 1. What is the first thing I...
A Fresh Year and a Fresh Start Happy New Year A new year has arrived and with it comes a powerful opportunity to pause reflect and realign. Before rushing into new goals and plans take a moment to look back. What did you accomplish this past yearWhat challenges helped you grow strongerWhat are you most grateful for Every win big or small mattered. Every lesson shaped who you are today. Now comes the exciting part planning for the year ahead. This is your time to think bigger set meaningful...
Final Call: 12 Days Left to Lock In Your 2025 Tax Savings The clock is officially ticking.With the holidays in full swing and only 12 days left in the tax year, this is your final opportunity to take meaningful action that can reduce your 2025 tax bill. If you’ve already implemented strategies from our earlier updates—great.If not, there is still time for several powerful moves—but only if they are fully completed by December 31. Below is your Year-End Tax Action Checklist. Review it...