Posts by Jennifer Okoroafor, EA, FPC
Year-End Checklist for Business Owners
Is Your Business Ready for Year-End? What to Do Before Dec. 31 Quick answer: Start now. Reconcile your accounts, get a clear view of your cash, collect W-9s before the new $2,000 1099 threshold catches you off guard, and build your plan for 2027. Our Client Advisory Services (CAS) team can help with all of…
Read MoreWhat Is Client Advisory Services (CAS)? And Why Your Business Needs It
Client Advisory Services turn your financial data into forward-looking strategy. See what CAS includes and how Lucida’s CAS team can help your business grow.
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