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Bookkeeping: Prep for Year-End Cleanup
Tip 1: Fix miscategorized expenses
Wrong categories distort reports and ruin tax planning. Fixing them now ensures accurate profit numbers. Clean data leads to clean decisions.
Tip 2: Verify loan balances
Banks, CPAs, and financial statements expect accuracy. Verifying balances keeps your liabilities correct. It also helps catch missed interest or principal errors.
Tip 3: Match deposits to invoices
Unmatched deposits confuse your AR positioning and misstate income. Matching everything now keeps your aging report clean. It also ensures customers are not contacted incorrectly.
Retirement Planning Made Easy
Building a retirement plan can be tricky— with so many considerations it’s hard to know where to start. That’s why we’ve put together The 15-Minute Retirement Plan to help investors with $1 million+ create a path forward and navigate important financial decisions in retirement.
Sponsoring the Cash Flow Chronicles today is ROKU!
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Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.
Veteran business owner? Take command of your cash flow and tighten your financial systems. Join The Profit Platoon — a community built for Veterans.
