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What Your Accountant Covers vs. What You Might Be Missing Without a Money Strategist

As a business owner, keeping your finances in order is crucial. And if you’re working with an accountant, you’ve already taken a big step toward financial health. But here’s the thing: Is having an accountant enough? Or are you missing the kind of strategic financial support that could unlock your next level of growth? Many …

Me: This year I’m going to plan ahead. Also me: avoids forecasting until December 31st at 11:59 PM.

“Tell me I’m not the only one who’s made a promise to get ahead this year… only to find myself scrambling at the very last minute? Year-end planning: 1Me: 0 Let’s be honest—forecasting feels overwhelming for a reason. It’s hard to sit down with your numbers and make predictions when there’s so much going on. …