🎁 Happy Holidays 🎁

As the year wraps up, this is a great moment to choose one tactical change that will help you start January with real momentum. Take a moment to recognize the progress you have made this year, and if you want support moving further, we are here to help.

This month’s newsletter brings together all of last month’s tactics in one place.

In this month’s edition, we have tactics from our Be More Profitable, Manage Costs Effectively and Leverage Accounting Strategically playbooks. Our playbooks are designed to support our P-R-O-F-I-T approach to outsourced accounting.

Track and Act on Utilization

Calculate and manage utilization to keep your team optimized. Are you tracking these metrics, and do your managers know how to act on the results?

- Be More Profitable playbook

Stay Ahead of Tax Surprises

Work with your tax accountant to plan ahead. Your accounting team can provide the information, but take initiative. If they are not proactive, ask the questions that keep your planning on track.

- Be More Profitable playbook

Automation Drives Scale

Inventory-based companies need a strong inventory management system and the expertise to use it effectively to ensure accurate costing and prevent overstocking or stockouts.

- Manage Costs Effectively playbook

Forecast for Smarter Decisions

Use forecasting tools to model best, worst, and most likely scenarios. If trends shift, you’ll see the potential impact early and make informed adjustments.

- Leverage Accounting Strategically playbook

That’s it for this month.

Short and sweet.⚡🎯
Just quick tips and tactics that help you build a stronger business.

Learn more about Basis 365 Accounting and our tactical playbooks developed from our P-R-O-F-I-T approach™.

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