Year-end planning doesn’t need to wait until December.
In fact, small business owners who start the process in the summer or fall give themselves an edge that can set them up for stronger performance in the new year, said Hank Koehly, small business banking sales manager for Commerce Bank.
“Around this time of year,” Koehly said, “it’s good to sit down with both your CPA and your banker to say, ‘These are the goals we set early in the year. Where are we toward those goals? What can…Small business banking specialists share year-end planning tips for owners
Year-end planning doesn’t need to wait until December.
In fact, small business owners who start the process in the summer or fall give themselves an edge that can set them up for stronger performance in the new year, said Hank Koehly, small business banking sales manager for Commerce Bank.
“Around this time of year,” Koehly said, “it’s good to sit down with both your CPA and your banker to say, ‘These are the goals we set early in the year. Where are we toward those goals? What can…