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Fran McCully

Setting Your Business Up for Success in the New Year: A CEO’s Budgeting Guide from the CFO Perspective

by Fran McCully | Oct 24, 2024 | Accounting, Bookkeeping, Tax, Year-End Strategies

As the year draws to a close, it’s time for CEOs to look ahead and think strategically about the upcoming year. One of the most critical elements of a successful year is starting with a well-planned budget that aligns with your business objectives and goals. As...

Preparing Financial Statements for Year-End Reporting: A CFO’s Guide

by Fran McCully | Oct 15, 2024 | Accounting, Bookkeeping, Tax, Year-End Strategies

As the year draws to a close, preparing accurate and thorough financial statements becomes a top priority for every business. Year-end financial reporting is more than just a regulatory requirement—it’s a vital tool for understanding your company’s financial health,...

Tax Planning Tips for Year-End: What Your CFO Should Be Doing Now

by Fran McCully | Oct 8, 2024 | Tax, Year-End Strategies

As the end of the year approaches, tax planning becomes a critical task for businesses of all sizes. Proper tax planning can help your business minimize its tax liability, take advantage of deductions and credits, and ensure compliance with all regulations. Whether...

How to Optimize Your Cash Flow Before the Year Ends

by Fran McCully | Oct 1, 2024 | Year-End Strategies

As the end of the year approaches, managing your cash flow effectively becomes even more critical for small and medium-sized businesses. Poor cash flow management can not only hinder your ability to meet financial obligations, but it can also impact your business’s...

Year-End Financial Checklist for Small Businesses: What Every CFO Needs to Review

by Fran McCully | Sep 24, 2024 | Year-End Strategies

As the end of the year approaches, it’s crucial for businesses to perform a thorough review of their financials to ensure that they’re not only compliant with regulations but also in a strong position to start the next year on the right foot. From tax planning to...

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