November 2020

End of Year Checklist for Small Businesses!

As the year comes to a close, it’s important to do a little “house-keeping” for your business.


1. Review your standard financial reports
2. Analyze cash flow statements
3. Verify vendor information for 1099s           
4. Reconcile accounts receivable                     
5. Double-check payroll and benefits

Information Technology (IT)

1. Backup your computer         
2. Backup your contacts         
3. Download important files or reports         
4. Evaluate your file-naming conventions

Human Resources (HR)

1. Think about year-end incentives         
2. Examine your staffing needs       
3. Celebrate business accomplishments

General Business

1. Conduct an inventory count         
2. Update your business goals         
3. Audit your website

Last, but not least – Start planning for 2021!

Read More Here


We will be contacting you in the next few weeks about any W-9’s you are missing as 2020 comes to an end.

The deadline to file 1099’s is January 31st. 

All W-9’s are due by January 1st to ensure a timely filing.

Here is a link to a fillable W9 to provide to your vendors.
Give them this link to submit the form directly to On the books.

OTB Assets 


Carrboro Creative is a results-driven creative agency specializing in impactful digital experiences and brand storytelling. Carrboro Creative does brandingweb design, and graphic design for businesses of all sizes. The leader, the amazing Caity Kelly, created our logo and did our website design.

To read more about Caity and Carrboro Creative on our blog click here.

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We wish you and your family a very Happy Holiday!

Please be sure to review the dates below for days we will be spending with our families.

On the Books Recommendations

Books, Podcasts, and More!

November Podcast: Thriving in Changing Markets

This month’s podcast features two very well known active investors. Rich Barton founded Expedia, Glassdoor, Zillow, and is currently a board member at Netflix. Join as they discuss Barton’s “power to the people” strategy, taking companies public through SPACs vs. IPOs, and their perspectives on how to build a great company. Listen Here.

November Book: Zero to One

Zero to One presents to it’s readers an optimistic view of the future of progress in America.  A new way of thinking about innovation that starts by learning to ask questions that lead you to find value in unexpected places. Get this book here.

Upcoming Virtual Events:

NC Tech CIO + IT Executive Roundtable – December 1st @ 7:45-9:00am – Join this roundtable quarterly to discuss relevant topics, as well as exchange best practices and lessons learned.

Startup Summit: Funding Sources & Education Happy Hour – December 3rd @ 4:00-5:00pm – Virtual event showcasing investors on a panel to present various investing vehicle types, education on the differences, and value each offers to entrepreneurs.

Triangle Tech Net – December 4th @ 11:30am – Free virtual event to help Triangle professionals network and make contacts.

Tech Slam N’ Eggs – December 9th @ 8:00am – Live tech demos, no powerpoints allowed.

Becoming an Investor – Ready Entrepreneur – December 2nd & 9th @ 1:00pm – a two day virtual workshop designed to educate and prepare growth-oriented entrepreneurs to successfully engage private equity investors.

Do you know someone who could use our services?

Our best form of advertising is word of mouth and referrals from current clients. We are looking to add a few start-ups to our client list in 2020, so if you know anyone that we could help, please send them our way. If you don’t, you can still help by leaving us a review on Google. Just click the button below!

Previous Newsletters


December Newsletter 2021

beyond the Numbers December 2021 Happy Anniversary to Us! This month, On the Books celebrates 5 years in business. We are so thankful to all

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March 2022

beyond the Numbers March 2022 We celebrate the contributions of women all year, but March is recognized as Women’s History Month. We look at the obstacles

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February 2022

beyond the Numbers February  2022 February is Black History Month and we’d like to take this opportunity to celebrate and honor the contributions and legacy

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