Ep 4 | The Soft Close: Turn Your Year-End CPA Meeting Into a Strategy Session
Your October CPA meeting shouldn't be a panic session. It should be a strategy session. In this episode, Barb Fisher shows small business owners how a soft close in the fall buys you time to actually act on your numbers, while you still can, instead of just reporting what already happened.
In this episode, you'll learn:
-What a soft close is, and why October beats waiting for year-end
-The cleanup that pays off: reimbursements, stale checks, and missing expenses
-How to tell whether your tax account is actually on track
-How to decide if a big purchase should land this year or next
-What to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.