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How's your year-end planning going? If you haven't put some time aside to look at where your business will be at the end of 2021 and make a plan for 2022, this episode is your chance to do some crucial reporting and decision-making that will set you up for success over the next year.

Topics we cover in this episode include: 

• The four prongs of year-end planning for contractors
• The tax considerations you should discuss with your CPA during year-end planning and how your planning should go beyond minimizing your tax payment
• The importance of good year-end financials for getting bonds
• Why you should build a cash flow plan and how a construction-oriented CPA can help you get there

LINKS

Visit the episode page at https://contractorsuccessforum.com/planning for more details, the Lifestyle Congruence download, and a transcript of the show.

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Rob Williams, Profit Strategist | IronGateESS.com
Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | McWins.com

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Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | SuretyAnswers.com