Christine Trumbull is a CPA and Quickbooks certified pro advisor and the founder of Pinnacle CFO Services. 28 years of experience in financial and business management have led her to her current role: ensuring seamless transitions for founders and their families.
A trusted resource for family-owned and closely held businesses looking to take their company to higher places.
Fourth quarter planning is crucial for business owners as it sets the stage for a successful year-end and prepares your business for the challenges and opportunities of the upcoming year. Here are some key areas to focus on during your fourth quarter planning:
Going into the fourth quarter, many businesses pull out all the stops to source new business and bring in whatever income they can. But the 4th quarter also provides the perfect opportunity to assess the financial health of your company and ensure a strong start to next year. Need help with the financial side of things? We’re here to help!
Ready to prepare for a successful 4th quarter? Schedule time to chat with Christine!