Golden Oak Blog
Your Essential Year-End Financial Checklist: Stay on Track and Compliant
A year-end financial checklist is crucial for keeping your business's financial affairs in order. It’s about more than just compliance; it’s about having a clear understanding of your business’s finan... ...more
Important Updates
December 21, 2023•3 min read
Strategic Financial Wrap-Up for Non-Profits: Ending the Year Strong
Discover key steps for non-profits to end the year strong with our guide on financial wrap-ups. Learn about fundraising analysis, budget reviews, compliance, and strategic planning to ensure your miss... ...more
Non-Profits
December 20, 2023•3 min read
Your Financial Year in Review: Preparing for a Prosperous New Year
End the year with a financial health check! Dive into spending analysis, savings review, and investment rebalancing. Update retirement plans, explore tax strategies, and set clear financial goals. A s... ...more
Individual
December 15, 2023•3 min read
Navigating the New Beneficial Ownership Information (BOI) Reporting in 2024: What Businesses Need to Know
Prepare for the 2024 Beneficial Ownership Information (BOI) Reporting with our comprehensive guide. Understand the new U.S. business compliance requirements under the Corporate Transparency Act, ident... ...more
Important Updates
December 11, 2023•2 min read
Closing the Books: A Small Business Guide to Year-End Financial Review
Dive into our essential guide for small businesses on year-end financial reviews. Learn how to decipher balance sheets, income, and cash flow statements to gauge your business's health. Get tips on pr... ...more
Small Business
December 06, 2023•3 min read
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