Fall Meetings 🍂

All bookkeeping roads lead to year-end...

The CFO on the Go model is designed to keep your small business tax and audit ready at all times.

Is it fun? No.

Is it worth it? Absolutely!

By supplying your weekly and monthly documentation,

you can count on your tax information being ready in January.

By providing W9s,

you can count on your filings being done in January.

With Payroll Support Services,

you can count on of your annual payroll tax filings to be completed in January.

#LetsCFOontheGo!

Thank you for choosing compliance this year.

You are on track for a stress free tax season!

Below is what's coming up to help ensure your small business is

tax and audit ready in January.

SEPTEMBER

Supporting documentation audits.

Please check your email for a message titled 'Supporting Documentation' for the latest summary any missing receipts.

OCTOBER

Fall meetings

From September 29 - November 25, we will be holding Fall Meetings. If you're interested in reviewing your finances in preparation for year-end, please schedule a time that works for you!

Schedule a meeting!

This link will remain open on the client page until November 15.

As always, support is also available if needed.

Payroll & Compliance Portals

Annual payroll portals will be available on October 1st. 2025-2026 Portals have been expanded to include new services and support available in your Payroll Tier.

NOVEMBER

Fall meetings

Income tax & 1099 Sign ups

Supporting documentation audits

DECEMBER

Payroll audits

December 10th is the FINAL deadline for all YTD paperwork.