Closing Out 2024: Year-End Questions Every Small Business Should Ask

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As the year winds down, it’s the perfect time to take stock of your business's performance and prepare for the year ahead. Year-end planning is not just about taxes—it’s about boosting your organization’s financial health, reassessing your goals, and setting a strong foundation for the future. In this blog post, we’ll walk you through the essential year-end questions and a handy checklist to help you close out 2024 successfully.

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Building the Financial Team That Will Help Your Business Thrive

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For many entrepreneurs and small to mid-sized business owners financial management is one of the most challenging aspects of running their business. For some it makes sense to hire knowledgeable staff to manage financial processes internally; for others, contract services make more sense. So what are the different financial roles and services available, and what can they do for your business? I’d like to help define three roles—Bookkeeper, Controller, and Chief Financial Officer—and talk a bit about the different ways these roles can support your company’s overall growth, health, and wellbeing.

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Independence & Interdependence: Best Apps for Integration & Efficiency

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With the celebration of Independence Day, the team at Clarity has been thinking about the paradox and tension between independence and interdependence, as it relates to our families, communities, nonprofits, and businesses. 

There are so many great apps out there to help you track your time, money, projects, inventory, and customer/donor relationships. What are people using and loving these days? We decided to pull together a sampling that can serve as a good place to start your inquiry.

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10 Tips to Help You Stay on Top of Your Books

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Whether you are outsourcing your bookkeeping or doing your own books in-house, as the leader in your organization you need to know your financial information is reliable.  Understanding "best practices" and incorporating them into your own business processes will help you get data you can trust, so you can make the decisions that are best for your business. 

Here are some tips to help you stay on top of the books:

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Happy Spring!

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Bring growth and vitality to your business with an infusion of energy, fresh ideas, and new knowledge--take a class, attend a workshop, and participate in a networking event. Perhaps you're ready to hire new staff, or even shift gears in your professional life. Piggyback on the natural energy boost that comes with lengthening days and warmer weather to spring into a new chapter of success with your business, nonprofit, or career. See a list of opportunities below!

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