January 2021

Beyond the Numbers January 2021 Happy New Year!

January is a time for reviewing the past year, and looking ahead to the new year with a renewed sense of purpose. We have a new team member to help us achieve our goals this year, and would love to hear what you have coming up that will help you reach yours! In the meantime, check out the resources and reminders below.


Update: Second Round of PPP

With so much information out there about the new round of PPP loans, we wanted to give you some resources from reliable sources.

Assistance for Your Business

What you Need to Know About Second Draw PPP Loans

SBA ‘s Second Draw PPP Loans


IMPORTANT! 2021 Tax Deadlines 

March 15th – S-Corp (Form 1120S & 1065) and Partnership returns due

April 15th – C-Corp (Form 1120) returns due. 
Filing deadline for annual personal tax returns (includes Schedule C forsole proprietors and Single Member LLCs).
Your first quarter estimated tax payment for the current year.

Prepping For Your Tax Return 

1. Mileage
2. Home Office Deduction
3. Section 139 Expenses (talk to your CPA if you don’t know what this is)

Meet our New Director of Client Relations!

We are so excited to introduce you to Patricia Villa, our new Director of Client Relations! She is a huge addition to our team and will allow us to provide even better customer service (one of our core values).
Patricia holds a Master’s degree from the University of Miami and she has over 19 years of experience in a variety of industries including eCommerce, medical manufacturing and distribution, construction manufacturing, and public accounting. She also has experience in client acquisition and onboarding, human resource management and company-wide operations.  She enjoys facilitating the analysis of business performance through open communication based on accurate financial data.


Patricia lives in Mebane and enjoys spending time with her family (which includes her two 4-legged children), working as a mentor for SCORE, and also as a mentor in the Hispanic community in the Graham area.


On the Books Recommendations (Books, Podcasts, and More!

January Podcast: Find Your People
This month’s podcast takes us into the lucrative world of sports with Sam Hinkie. Working over a decade in the NBA, Hinkie talks about how to attract the right people, build trust, and make the right investment decisions. He also discusses how that knowledge guided him in starting his own venture capital firm: Eighty-Seven Capital. Listen Here.

January Book: Rocket Fuel
Visionaries have groundbreaking ideas, but integrators make those ideas a reality. Learning how to combine the two is the key to getting everything you want out of your business. From the same author that brought you, Transaction, we recommend Rocket Fuel. Find out how the integral roles of Visionary and Integration come together to help your business thrive. Get this book here.


Upcoming Virtual Events

TriWiSTEM Virtual 2021 Kickoff Event – January 29th @ 12:00-1:00pm – Join this virtual kickoff where the work of women in STEM within the Triangle Area will be highlighted.

Halt the COVID Slide and Support Working Women – February 3rd @ 9:00-10:00am. 1 in 4 women are contemplating leaving the workforce setting back progress in the STEM sector. Join to learn about Aurora, a digital solution for engaging and retaining women in the workforce.

Virtual PitchBreakfast – February 10th @ 8:30-10:30am – The monthly startup pitch event where local entrepreneurs are highlighted as they pitch their businesses.

Transforming Business in the Digital Age – February 23rd @ 6:00-8:00pm – For all businesses who are looking for new ways to solve traditional problems. Join this panel of experts who explore the power of the digital age transformation.

NC Rural Center Homegrown Leaders Training – February 24th-26th – Regional leadership and economic development training aimed at developing and supporting highly skilled and motivated leaders.

More To Explore

March 2021 Newsletter

Celebrating Women in Business  As a woman-owned business ourselves, On the Books celebrates women and how far we have come in the business world and

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February 2021 Newsletter

Diversity and Inclusion Do you have a diversity and inclusion policy for your business? We didn’t, but we whole heartedly agree with the principals. Fortunately,

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January 2021

Beyond the Numbers January 2021 Happy New Year! January is a time for reviewing the past year, and looking ahead to the new year with

Read More »

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