As a CPA, May is an essential period for us. With tax season wrapping up, we're already looking ahead to the upcoming extension season in just a few months. This presents a unique opportunity for reflection and proactive planning, especially for our business clients. We take full advantage of this time to conduct thorough cash flow assessments, make necessary budget adjustments, and develop strategic tax plans for the future.
Moreover, we strongly encourage prospects to leverage our advisory and bookkeeping services now to set themselves up for success in the coming year. At our firm, we're always forward-thinking, working today to ensure our clients' financial stability and growth tomorrow.

When is the season in your business? 
Tell us why this is a focal point, what you do to prepare for it, and why it’s important to your client.
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If your business doesn’t have a season look 3 months out – to May – what will your clients be focusing on in May?

Timing Matters - Editorial Calendar | The Season

Lisa Laday, CPA

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