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How often should you talk to your Accountant?

As a business owner, how often should you talk to your accountant and what should you discuss with your accountant?

If you are a business owner, understanding your numbers i.e. know your revenue, expenses, and profitability is KEY to monitoring the growth of your business. Knowing your numbers is important because it allows you to make timely and accurate business decisions. Knowing your numbers also allows you to monitor your tax position effectively, giving you sufficient time to increase your tax savings through implementing effective tax strategies. Hence, having monthly or at least quarterly financial/tax meetings with your accountant/CPA is critical to ensure the success of your business.

Need more information? Watch our video on the benefits of talking to your accountant!

If you need help, please do not hesitate to call us at (832) 295-3353, or you can also set up an appointment with us at

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