It's almost that time again, already!

As part of our commitment to always keeping your small business tax and audit ready; we are beginning the annual mid-year review of your QuickBooks system, small business compliance, and financials soon.

Mid-Year Checklist
Please ensure all items have been completed from the mid-year checklist this month.

Mid-Year Packets
Your mid-year packet will be prepared upon the close of June.

REMINDER: To compile mid-year financials, we must have your bank, credit card, and loan statements for 2023.
Refresh your focus with a Mid-Year Review
Mid-year reviews help business owners see how they are doing and adjust to achieve their goals.
Phone: (402) 314-8460
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