Blogs

You Do What You Love, and We Track and Advise on Your Numbers

Accounting Reports Every Business Owner Should Review in the New Year

By Charlotte Van Dyck | Jan 23, 2025

As a business owner, starting the New Year with a clear understanding of your financial health is essential for setting realistic goals and driving growth. Reviewing key accounting reports regularly helps you make informed decisions and spot opportunities or challenges early on. Here are the top accounting reports every business owner should prioritize for 2025…

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The Role of a Bookkeeper in Your 2025 Financial Resolutions

By Charlotte Van Dyck | Jan 15, 2025

New Year’s resolutions aren’t just for personal growth, they’re also a great opportunity to improve your business finances. Whether you’re aiming to reduce costs, increase revenue, or streamline operations, a professional bookkeeper, like your local Orange County ones at Team One Accounting, can play a pivotal role in keeping your resolutions on track. Here’s how.…

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Setting Financial Goals for the New Year

By Charlotte Van Dyck | Dec 25, 2024

The start of a new year is the perfect time to refocus and set financial goals that drive your business forward. Clear, actionable goals not only guide your financial decisions but also set the foundation for long-term success. Here’s a step-by-step guide to crafting impactful financial goals for your business—and how Team One Accounting can…

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A Year-End Accounting Checklist

By Charlotte Van Dyck | Dec 11, 2024

As 2024 comes to a close, it’s time for small businesses and entrepreneurs to wrap up their financial tasks to ensure a smooth transition into the new year. A thorough year-end accounting checklist helps you close out the year confidently, stay compliant with tax regulations, and prepare for growth. Here’s a guide to streamline your…

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Why You Should Conduct a Year-End Financial Review

By Charlotte Van Dyck | Nov 20, 2024

As this year nears its end, now is an ideal time for business owners to take a step back and assess their business’s financial performance. A year-end financial review isn’t just about tying up loose ends; it’s a strategic opportunity to gain insights that can shape next year’s growth and success. Here’s why Team One…

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Giving Back

By Charlotte Van Dyck | Nov 13, 2024

With the holiday season fast approaching, now is a perfect time for small businesses to show appreciation for their customers—we wouldn’t be here without them! Thoughtful gestures can foster loyalty, create meaningful connections, and spread holiday cheer. Here are some heartfelt ways to give back to your customers this season: 1. Send a Personalized Thank…

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What is a Fractional CFO and How Can They Help Your Business Thrive? (Part 2)

By Charlotte Van Dyck | Oct 16, 2024

In Part 1 of our series, we explored how a Fractional CFO can assist small businesses with financial planning and KPI tracking. Now, in Part 2, we dive deeper into their role in vendor contract management, fundraising strategies, and providing financial leadership in board meetings. Whether it’s securing the best vendor deals or developing a successful fundraising plan, a Fractional CFO offers the expertise needed for sustainable growth. At Team One Accounting, our Fractional CFO services empower small businesses to thrive. Contact us today to learn more about how we can support your financial success.

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Fractional CFO Services meeting with a company

What is a Fractional CFO? How Can They Help Your Business Thrive (Part 1).

By Charlotte Van Dyck | Oct 2, 2024

As a small business owner, managing your company’s financial health is critical for sustainable growth, but hiring a full-time Chief Financial Officer (CFO) may not always be feasible. That’s where a Fractional CFO comes in. A Fractional CFO is a financial expert who works with multiple businesses on a part-time basis, offering expert financial guidance…

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Wellness at Work

By Charlotte Van Dyck | Sep 18, 2024

The rise of remote and hybrid work arrangements has brought newfound flexibility and convenience to the modern workplace. However, amidst the blurred lines between work and personal life, maintaining healthy boundaries and practicing self-care have become more critical than ever. As such, our company theme for 2024 is Health and Wellness for Body, Soul &…

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