Business Planning

Staying Ahead: 2025 Tax Preparation Tips

By Charlotte Van Dyck | Feb 26, 2025

Business tax filings are due on March 15th. If your business isn’t ready yet, here are our tips to polish up your 2024 books in this last home stretch before the deadline, and how Team One Accounting can help. Digitize and Categorize Financial Records Now Instead of sifting through paper…

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Breaking Up with Bad Financial Habits: A Valentine’s Day Resolution for Business Owners

By Charlotte Van Dyck | Feb 14, 2025

While everyone is talking about love and relationships this Valentine’s Day, let’s take a moment to address a different kind of relationship: the one you have with your business finances. For many business owners, bad financial habits can act like toxic partners, quietly holding back progress and causing unnecessary stress.…

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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…

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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…

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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…

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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…

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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…

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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…

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The Importance of Accounting Software for Your Small Business

By Charlotte Van Dyck | Sep 11, 2024

As a small business owner, navigating your finances can be complex and time-consuming. Effective accounting software is the cornerstone of financial management, providing the tools and insights needed to make informed decisions and drive growth. At Team One Accounting, we specialize in leveraging our preferred accounting software, QuickBooks Online, to…

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