Don’t Wait Until Tax Season To Find Out How Your Business Is Doing!
Fall is here, and while tax season may still seem months away, this is an important time of year for business owners to take a closer look at their finances.
Are your books current? Are you setting aside enough for taxes? How is your cash flow? Are your expenses where you expected them to be? And most importantly, do you have a clear picture of where your business stands before the end of the year?
Howard Dagley, CPA can help business owners throughout Santa Clarita, the San Fernando Valley and Los Angeles get organized now, while there’s still time to make informed financial decisions before year-end.
Take A Look At The Numbers Before The Year Is Over
Waiting until tax preparation begins to review your business finances can mean discovering problems after the year has already closed.
A fall financial checkup gives you an opportunity to review your income and expenses, bookkeeping, payroll, estimated tax payments and overall financial position while there is still time left on the calendar.
It can also help answer an important question:
Is your business where you thought it would be at this point in the year?
Knowing the answer can make planning the final months of 2026 much easier.
Are Your Books Really Up To Date?
Accurate bookkeeping isn’t just something you need at tax time. Your financial records can help you understand what’s happening inside your business throughout the year.
If receipts are piling up, transactions haven’t been categorized properly, accounts need reconciling or your QuickBooks records have fallen behind, fall is an excellent time to get everything back in order.
Howard Dagley is a QuickBooks expert who works directly with business owners to help establish organized accounting systems and accurate financial records.
Clean books today can mean fewer surprises tomorrow.
Review Your Estimated Taxes
Business owners and self-employed taxpayers may need to make estimated tax payments throughout the year.
As your income changes, the amount you should be setting aside can change as well. A business that has performed differently than expected earlier in the year may benefit from reviewing its numbers before the final months of 2026.
Rather than guessing, work with a CPA who can look at your individual situation and help you understand where things currently stand.
Look Beyond Taxes
A good financial checkup isn’t only about what you may owe.
It’s also an opportunity to look at the business itself.
Reviewing financial statements, expenses, payroll, cash flow and bookkeeping can reveal areas that deserve attention. It can also help business owners prepare budgets, evaluate upcoming purchases and start thinking about their goals for the next year.
That’s especially valuable for a growing company.
Howard’s professional experience includes work with businesses in retail, entertainment, manufacturing and distribution, as well as startup and turnaround situations. He brings that real-world business experience to the accounting and consulting services he provides today.
Start Planning For 2027 Before January Arrives
January shouldn’t be the first time you start thinking about the financial direction of your business for the coming year.
Fall gives business owners an opportunity to ask:
Are there expenses or purchases coming up?
Is the business growing?
Do you need better bookkeeping procedures?
Are payroll and financial records organized?
Are you considering expanding, hiring or changing the way your business operates?
Do you understand your current tax position?
A conversation with your CPA now can help you enter the new year with a clearer financial picture.
Your CPA Can Be A Year-Round Business Resource
Howard Dagley doesn’t just prepare tax returns.
His services include tax preparation, bookkeeping, financial statements, bank reconciliations, payroll services, payroll tax reports and deposits, workers’ compensation audits, QuickBooks assistance and business startup consulting.
Whether you’ve been operating for years or you’re building a new business, having an experienced CPA involved throughout the year can help keep the financial side of your company organized while you concentrate on running it.
Schedule Your Fall Financial Checkup
Don’t wait until December 31st to wonder where your business stands.
Take a closer look at your finances now and start preparing for a strong finish to 2026 and a more organized beginning to 2027.
Howard L. Dagley, CPA
Serving businesses and individuals throughout Santa Clarita, the Santa Clarita Valley, San Fernando Valley and Los Angeles.
📞 (661) 255-8627
Tax Preparation • Bookkeeping • QuickBooks • Payroll • Financial Statements • Business Consulting
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