Get Your Business Ready for 2025 with a Complimentary Financial Health Assessment

Take control of your organization’s financial future with a personalized health check that can help you maximize profits, streamline expenses, and ensure compliance. Get started by scheduling a complimentary consultation.

Year-end planning starts now

As 2024 winds down, businesses face a flurry of to-dos, from closing the books to meeting tax deadlines to forecasting the year ahead. Without a strategic approach, the year-end rush can lead to costly mistakes, missed growth opportunities, and added stress.

The good news—All In One Accounting is here to help. Our year-end planning process ensures all annual transactions are properly recorded, with a focus on strategic and impactful accounting.

Is your business ready for 2025? Request your Clarity Score to gain a clear view of your financial standing and plan for success in the year ahead.

What’s included in your Clarity Score?

We’ll evaluate your business across six key areas of financial success—think of it as a FICO score for your organization. From there, we’ll meet with you to review your results and discuss strategies for strengthening specific areas of your accounting. 

 

  • Working Capital Turnover 
  • Accounts Receivable Turnover 
  • Gross Margin 
  • Profit Margin 
  • Quick Ratio 
  • Debt to Equity Ratio 

How it works

Learn how All In One Accounting provides the financial leadership and accounting know-how your business needs at tax time and year-round. Here’s what you can expect during your complimentary, no-risk consultation:

Set up a meeting with All In One Accounting. We’ll go over your goals and gather the information we’ll need to generate your Clarity Score. 

Receive a detailed report of your business’s financial performance. 

 

Schedule a complimentary follow-up session to review your results with a CFO and plan next steps for 2025.

Claim your complimentary financial health assessment today!

Year-end planning: why you shouldn’t wait

October is the ideal time to kickstart year-end planning. Waiting puts unnecessary pressure on your business and increases the risk of last-minute errors. A proactive approach ensures: 

  • Maximized Profitability: Identify cost savings and revenue growth opportunities. 
  • Strategic Growth: Start the new year ready to focus on scaling your business instead of catching up on accounting tasks. 
  • Compliance & Peace of Mind: Ensure you’re meeting all regulatory requirements, avoiding penalties, and setting your tax CPA up for success in 2025. 

About All in One Accounting

As your strategic accounting team, we advise entrepreneurs on profitable growth and help nonprofit leaders amplify their impact. 

A group of young accountants meet around a laptop to discuss outsourced accounting services for entrepreneurs and nonprofit organizations.

Don’t miss out—prepare your business for 2025!

Book a consultation to claim your complimentary Clarity Score. 

FAQs

What does All In One Accounting’s end-of-year planning process entail?

Our primary focus is helping businesses close their books for the year. This means recording all transactions, reconciling all accounts, adjusting journal entries, recording depreciation on fixed assets, reviewing and adjusting inventory, and generating final financial statements for the year.

Finalized financial statements provide a foundation for preparing your business’s tax return. They are also used to communicate your entity’s financial health so you can make informed budget decisions for the year ahead and set strategic growth goals for your company.

At the end of the year, a tax accountant typically requires a range of documents and information from a business to accurately prepare and file taxes. This includes financial statements, revenue details, expense records, capital asset information, employee benefits and retirement plans, and more.

All In One Accounting can help you understand exactly what information is needed, alert you to commonly overlooked items, and ensure your financial statements are prepared accurately on time.

Each member of an accounting team plays a specific role in year-end planning:

  • Accountants record transactions and obtain the proper support for these transactions.
  • Controllers review recordings and ensure they are done in the most impactful way possible.
  • CFOs investigate last-minute planning opportunities or changes. They look at planning transactions in actual Q4 accounting and determine if these transactions have lived up to their desired outcome. If they did not, there is time to make adjustments (more capital purchases, more bonuses, more retirement contributions, etc.) to achieve the best outcome for the client.