Blogs

For many business owners, January arrives fast and with it comes a familiar rush: closing December books, catching up on reports, reacting to tax deadlines, and trying to set goals all at once. Unfortunately, when financial planning begins after the year has already started, opportunities are often missed and decisions become reactive.

At DWG CPA PLLC, we encourage clients to think differently about Q1. The most successful organizations do not wait until January to plan. They use the final weeks of the year to prepare intentionally, so the first quarter begins with clarity, direction, and momentum.

As the year draws to a close, small businesses, nonprofits, and founders often find themselves caught in a year-end scramble—closing the books, finalizing payroll, sending 1099s, and preparing tax documents. But those who only focus on what’s behind them risk missing the bigger opportunity: getting ahead of the next quarter.