Have you ever filed your taxes, only to learn later you weren't maximizing your deductions or taking advantage of available tax credits? Have you ever wanted to invest in a major purchase for your business but didn't know how it could affect your business and tax situation? Have you ever wanted to get a better handle on your business but your books were too messy to get a clear picture of what was going on?

Being proactive helps you avoid situations like these and allows you to make more purposeful decisions when the time is right. Keeping up with your books will give you insight into your business and tell you whether you're making money or needing to make a change. Periodic reviews can help you see the bigger picture and determine if you're headed in the right direction tax-wise and business-wise. Insight sessions can zoom in on specific areas of focus and monitor the changes as they're being implemented.

When you combine proactive accounting with proactive tax planning, you have a better understanding of your overall position. When you have a better understanding of your position, you will be able to manage your tax situation, business growth, and cash flow more effectively and make more impactful decisions. Bottom line: planning ahead allows you to navigate your situation more effectively and helps you keep more money in your pocket.