New Year, New Books!
A fresh start… doesn’t that sound lovely?
Well, if your fiscal year ended on 12/31, then January is a FRESH START for your business!
New Year…New Books! Are you going into 2026 with a renewed spirit and passion for your business? Or are you stuck?
At Beyond Your Books we are excited for a New Year!
A time to meet new clients
Looking to make a change? Whether you are changing things up with your bookkeeping service or delegating for the first time, our onboarding team is here to guide you! With our comprehensive TechStack, our team is able to quickly integrate our workflows with what will best work for you, your business, your team and your systems.
A time to review the past
Wrapping up year-end is a beautiful thing — putting a big bow on 2025 is ceremonial and should be celebrated! Meeting with our clients to properly close their books and get ready for tax season is a thing of beauty (in our eyes!). The ebbs and flows, expectations and realities of the year have now closed. There is a sense of peace in that moment! We so enjoy taking a look back on how all the things (numbers, reports, stats, trends) paired up to prior years and to see a small business evolve in real time.
A time to envision the future
Graduating the Start-Up season of your business? We are so excited to walk along our multi-year clients as they grow and develop their small business. If 2025 was a partial year, a year of major change or a big shift — we are here for it all! 2026 is now here - and we get to dream and plan together!
comprehensive goal setting
We love data! While the new year is fresh — let’s be realistic about what Q1 (First Quarter) of the year will likely bring and let’s push that dream! By looking back, we can be well informed and well evidenced on the strategic moves you plan to make in your business. Have we mentioned Profit First yet? The beginning of the year is a GREAT time to implement this method! It brings simplification and intention to your banking and day-to-day cash flow decisions. Plus, it really helps with preparing for tax day!
payroll services
Growing a team, going on salary or a opening new location? Our team is here to help you do just that in the New Year! We can match your accounting needs to reality by properly handling the administrative tasks.
strategic coaching
Possibly our favorite thing to do is to help you strategize about the vision and future of your company. Through coaching methods such as Profit First, our team can help make efficiency and profitability a reality for you and your small business.
Many obstacles we face in entrepreneurship are universal — just like how the whole globe celebrates the NEW YEAR.
ready to get started?
You are just a Discovery Call away! Book now to talk to one of our Onboarding Specialists to custom quote how Beyond Your Books can help your small business in 2026.