🎃 Beat the Holiday Rush 🎃
October is the last full month before the holidays take over. Once Thanksgiving arrives, calendars fill with travel, gatherings, and year-end deadlines, and there is little room left to make real changes. Right now there is still time to act on something that shows up on this year's financials and sets up a cleaner start to January. What is one change you want in place before the holidays arrive?
Hopefully one of the tactics below points you in the right direction. Pick the one that would have the biggest impact right now and commit to it. Some you can knock out before the holidays, others will take longer and need your whole team. The point is to always have one improvement in the works.
If nothing below resonates but something else is on your mind, reach out. That's what we're here for.
In this month's edition, we have tactics from our Manage Costs Effectively, Collect Cash Faster, and Enjoy Reliable Numbers playbooks. Our playbooks are designed to support our P-R-O-F-I-T approach to outsourced accounting.
🏆 Strategic Partner Highlight 🏆
Dena J. Oberst
Chief Executive Officer | Gable Tax Consulting Group, Inc.
Sales tax obligations tend to grow quietly alongside a business. New hires in other states, inventory in a warehouse, or a jump in online sales can all trigger filing requirements you didn't know you had. Gable Tax Group helps businesses stay ahead of changes like California's SB 122, which shifts how certain software and digital products are taxed starting January 1, 2027.
When our customers need sales tax advice, Dena is who we refer them to. Their customers get a complimentary sales tax assessment to see where they stand. Get started at www.gabletaxgroup.com/contact-us.
🎯 This Month’s Tactics 🎯
Fund What Works
Stop gifting Google your ad budget. Digital marketing dollars disappear quickly. Use analytics to track what’s working, adjust often, and avoid wasting spend.
Document Your Processes
Accounting relies on tasks being done accurately, on time, and in the right order. Documented processes and checklists are essential. Are yours written down or stuck in someone’s head?
Protect Tax-Free Sales
Selling to wholesalers without charging sales tax is fine, but be sure to keep valid reseller or exemption certificates on file. Without proper documentation, you could be held liable for the tax later.
Build Trust Through Updates
Providing regular project updates reinforces your value and keeps you top of mind. This builds trust and makes invoice payment discussions easier. Strong client communication from operations also supports the finance team.
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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