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Year-End Tax Planning Starts Now!

Alissa Zentner 10/1/25 Alissa Zentner 10/1/25

Year-End Tax Planning Starts Now!

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"Charitable giving always reduces my taxes." Not all donations qualify. Only contributions to registered 501(c)(3) nonprofits are deductible. Know before you give to make your generosity count.

#holidayfinancetips #financialblog #atozbookk

"Charitable giving always reduces my taxes." Not all donations qualify. Only contributions to registered 501(c)(3) nonprofits are deductible. Know before you give to make your generosity count.

#holidayfinancialtips #financialblogs #atozbo

The average U.S. household spends over $1,500 during the holidays on gifts, travel, and food. A solid budget can keep the season merry—without going into the red.

#holidayspendingtips #atozbookkeeping #bozemanbookkeeping #bozemanmontana

Create a holiday budget that covers both personal and business spending. When you account for everything—from client gifts to travel—you’ll avoid surprises and start the new year balanced, not buried.

#atozbookkeeping #bozemanbookk

Today we honor the brave men and women who have served our country. Your courage, discipline, and commitment remind us what it means to give selflessly—values we strive to bring into our work every day.

#happyveteransday

Holiday spending doesn’t have to mean starting the new year in the red. Our latest blog, Holiday Finances: How to Spend Smart and Give Wisely, shares simple ways to celebrate without the financial hangover—covering budgeting, mindful givi

November is National Gratitude Month! Each day, jot down one thing you’re thankful for—big or small. By the end of the month, you’ll have 30 reminders of just how good life really is.

#nationalgratitudemonth #begrateful #novembergr

“Shadows of a thousand years rise again unseen, voices whisper in the trees, ‘Tonight is Halloween!’” – Dexter Kozen

Have fun and be safe! 👻

#bozemanhalloween #atozbookkeeping #bozemanbookkeeping #bozemanhalloween

Myth: “If I didn’t make a profit, I don’t need to plan.”
Truth: Even in low-profit years, thoughtful planning can minimize liabilities and set you up for a stronger start next year.

➡️ Get tips for strategic year-end planning

Just like swapping summer clothes for cozy sweaters, the autumn months are perfect for a financial cleanup. Review your books, tidy your invoices, and clear out old expenses—so your business is ready to wrap up the year without the chaos.

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