Our View from

Canal Street

Our View from

Canal Street

One-third of the way in. Are you on pace?

by | May 8, 2024 | Blog, Business Growth

It’s May. Four months of the year are already in the books.

Is your business where you want it to be?

May is a great month, especially here in New England. Trees are budding, flowers are growing, and birds are singing.

Celebrations of milestones are in abundance including graduations, proms, weddings and anniversaries. These moments highlight how quickly time passes and May is a not-so-subtle reminder of this reality.

How would you grade the performance of your business to date?

We suggest you use this time to focus on what is most important for your business, shifting your mindset to already being one-third of the way through 2024. Are you on track to achieve your most important goals for your business?

Too many business owners go it alone, bearing the burden of strategizing and planning as their sole responsibility. Others view their accountant as being a ‘rear-view mirror’ professional, focused solely on what has happened in the past and not being a trusted advisor to look ahead. If that sounds familiar, perhaps you need to think about making a change in mindset and advisors.

With the madness of tax season largely behind us, May is the season of revisiting strategies and plans to work with our clients on leading intentionally and prioritizing what matters most. We are actively engaged with our business clients on matters such as growth through acquisitions, outsourcing strategies to reduce overhead, planning capital investments, or negotiating a new lease. Whatever your business priorities for the year, having sufficient time to strategize and plan enables us to work with you to evaluate options and advise you on the best course of action.

It’s May. It’s time to revisit where you are against your goals and have the right team of professional advisors at the table with you to help you succeed.

We welcome the opportunity to be invited to the table.

Committed to protecting our clients’ hard-earned money.

Contact us.