Welcome to Fall and the Holiday Season!
The November newsletters discusses the following topics:
- Charity Scams
- The Value of Time in Business Decisions
- Updating your Beneficiaries.
November and December are great months for us to take on projects such as year-end tax planning, business budgeting and forecasting, bookkeeping cleanup, QuickBooks training, etc as they are slow months with no tax deadlines. Come January, it starts to get busy again. If you have a business project or a personal financial goal that we can assist you with, please contact us to set up an appointment.