Happy Small Business Week!

Small businesses are essential to our economy and the heart and soul of America's workforce.

National Small Business Week celebrates the significant contributions, resiliency, and tenacity of our entrepreneurs.

So, today we celebrate you. We thank you for your continued support and are grateful to be a part of your journey.

With Spring Meetings coming to an end, we want to make sure 2025 is tidy and prepare for mid-year reviews right around the corner! Here is some information to help ensure you are staying on track.

CFO on the Go Schedule

• APRIL Supporting Documentation Audits
• MAY 20 Supporting Documentation thru April is Due
• JUNE Compliance Check
• JULY Mid-Year Reviews

Supporting Documentation

Supporting documentation audits were completed in April and communications sent for any outstanding items needed.

By supplying your supporting documentation for the first part of the year, we can ensure your small business is compliant and prepare your mid-year financial information!

Reminder: Receipts are required for all expenses that do not have verified Bookkeeping Rules. Written notes, in lieu of receipts, will remove eligibility of CFO Services and Annual Support Services. Supporting Documentation

Mid-Year Review

Upon the close of your June financials, mid-year information will be available for you and your tax preparer.

Please let us know if there is anything we can do to help!

Small Business Legislation

Many local, State and Federal labor and tax changes are in the works that affect small business; including but not limited to Nebraska Sick Pay, Nebraska Minimum Wage, Nebraska New Hire, and Federal Income Tax code.

We anticipate the majority of details to be available over the next 60-90 days.

Upon final rulings, we will notify you of any policies that affect you, your business, or labor force to ensure compliance is implemented timely.



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