What Your CPA Wants You to Know

71. It's Time To Have A Quarterly Review Meeting: How We Track Our Goals & Growth in Our Business


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In today's episode, we take off our "accounting" hats and put on our "business owner" hats to share how we do a quarterly meeting in our business and how you can do it too!

Ever wondered how tweaking your pricing strategy could work wonders for your revenue? That's just one tip we share as we guide you through the art of conducting a quarterly business review to supercharge your growth. 

We explain how we review our financial reports every quarter to uncover growth trends, optimize expenses, and set achievable goals for our small business. 

In this episode we discuss using automations in business, cutting costs, planning for upcoming months, and saving for taxes.  A quarterly review is a must for all business owners! 

Stay with us, and you'll learn how to make every quarter count, laying the groundwork for a financially sound and thriving business.

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What Your CPA Wants You to KnowBy Carson Sands, CPA & Teran Sands, MBA.

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