Meet Your Goals By Creating a Deeper Relationship With Your Accountant
Today I was reminded of how collaboration and teamwork can help us meet our goals. My husband and I took our two young kids to the creek on our property. Our purpose was to get the kids out of the house for a couple hours. Their purpose was to find tadpoles, crawfish, and minnows. They found it was much easier to catch the quick tadpoles if they teamed up with their nets. We all had a role in helping them accomplish their goal. I helped by searching the water for potential catches. The kids worked together with their nets, one in the front and one in the back, to capture the tadpoles. My husband carried the bucket, too heavy for the kids to carry, that would be the critters play place until they were released before we returned back home. When one of the kids waivered from the critter of focus, the other would remind them of what critter they were looking for. It took all of us to help the kids meet their goal. The same can be said for Mid-Missouri accountants and small business owners. The Central Missouri tax experts at Wilson Toellner CPA are here to help small business owners across the state in any way we can. Keep reading for some important statistics on this subject and for ways Wilson Toellner CPA can help you as a business owner with your needs.
In a 2018 survey of small business professionals conducted by TSheets and QuickBooks Payroll, respondents said:
• 85% said hiring an external accountant or tax expert helped them save money
• 90% said hiring an external accountant or tax expert helped them save time
• 89% said hiring an external accountant or tax expert helped them reduce stress
• 85% of business owners say hiring an external accountant or tax expert helps them stay compliant
• 84% said hiring an external accountant or tax expert helped them plan ahead
I ask you to think of what role your accountant can play in helping you meet your goals. Could be any of the following:
• Strategy sessions to identify goals, prioritize goals, and create plans for execution
• Coaching sessions to help stay on track to meet the goal, and course-correct if necessary
• Collaborate to implement tools, expertise, and strategies that save time, remove stress, and help you enjoy your life and business
Wilson Toellner CPA can package services to help you meet your goals, which may include:
• Regular meetings centered around goals
• Identifying and implementing tools to streamline and automate business processes
• Training to effectively utilize the tools to save time and boost results
• Meeting with your financial advisor to align around shared goals
• Performing a business valuation to see how balanced the value is with your goals
• Meet frequently to consider all sources of income, set tax return expectations, and identify strategies to improve overall income
• Collaborative development of annual budget, with actual vs. budgeted performance reports
• Cash flow or financial forecasting to predict cash levels and future performance
• An evaluation of your business structure and processes using our Small Business Toolkit to help ensure you are not leaving money on the table through missed deductions, misunderstood rules, improper business structure, and more.
Take a look at our website, www.WTCPA.com to see all the ways we can help you.
Written By: Katie Swanson, CPA, CVA
In a 2018 survey of small business professionals conducted by TSheets and QuickBooks Payroll, respondents said:
• 85% said hiring an external accountant or tax expert helped them save money
• 90% said hiring an external accountant or tax expert helped them save time
• 89% said hiring an external accountant or tax expert helped them reduce stress
• 85% of business owners say hiring an external accountant or tax expert helps them stay compliant
• 84% said hiring an external accountant or tax expert helped them plan ahead
I ask you to think of what role your accountant can play in helping you meet your goals. Could be any of the following:
• Strategy sessions to identify goals, prioritize goals, and create plans for execution
• Coaching sessions to help stay on track to meet the goal, and course-correct if necessary
• Collaborate to implement tools, expertise, and strategies that save time, remove stress, and help you enjoy your life and business
Wilson Toellner CPA can package services to help you meet your goals, which may include:
• Regular meetings centered around goals
• Identifying and implementing tools to streamline and automate business processes
• Training to effectively utilize the tools to save time and boost results
• Meeting with your financial advisor to align around shared goals
• Performing a business valuation to see how balanced the value is with your goals
• Meet frequently to consider all sources of income, set tax return expectations, and identify strategies to improve overall income
• Collaborative development of annual budget, with actual vs. budgeted performance reports
• Cash flow or financial forecasting to predict cash levels and future performance
• An evaluation of your business structure and processes using our Small Business Toolkit to help ensure you are not leaving money on the table through missed deductions, misunderstood rules, improper business structure, and more.
Take a look at our website, www.WTCPA.com to see all the ways we can help you.
Written By: Katie Swanson, CPA, CVA
Our Success Stems From Your Success
For tax preparation services you can count on, call:
Sedalia -- (660) 827-4990
Marshall -- (660) 886-6815
Camdenton -- (573) 346-6822
Lake Ozark -- (573) 964-5739
Check out our website: www.WTCPA.com
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