Key Takeaways First-year expenses usually fall into operations, technology, compliance, and visibility Ongoing software and automation costs often outweigh one-time startup purchases Most first-year funding comes from owner capital or revenue-based...
Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases New forms and records required for the 2026...
Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...
Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...
Season’s greetings from the CAS & Associates, Inc. team. For you and me both, this week can feel like a blur – balancing the holiday rush with the administrative wrap-up of the year.And while it’s rather fast-paced here at CAS & Associates, Inc., I...
