Holiday joy is around the corner, and family time is priceless. Just don’t let your business drift while you celebrate. A quick systems check keeps January smooth. Enjoy the season with peace of mind.

Your books tell a story if you listen. Take an hour, pour a coffee, and read through the year: who paid fast, who didn’t, which services truly paid off? Clarity now prevents confusion later. Numbers never lie, they just need your attention.

Neighbors in Lantana — communication builds trust in every relationship, including with your accountant. Many people I speak with say they changed accountants because it was too hard to get a timely answer. For you personally, what makes you feel best served — a phone call, a quick text, or an email?