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  • TaShika Lawson

15th - Save the day Every Month!!

Whether you are a business owner or a bookkeeper, the 5th should always be a day of reflection. Mid-month assessments allow a business to see where they have been, contemplate what they are doing and pivot to reach month end goals. Here are a few reason why this added level of organization can improve your operation.

- Run financial reports to evaluate your monthly progress.

- Early submission on monthly or quarterly taxes.

- Forecast month-end collection goals.

- Adjust sales forecast for better alignment.

- Touch base with vendors and customer to improve relations.

Making monthly reflection an integral part of your organization will enable you to provide a more realistic and fresh view of your overall operations and customer experience.

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