
beyond the Numbers
January 2022
Goals, Budgets and Forecasts, Oh my!
It’s January! The start of a new year. Did you make resolutions? Goals? Forecasts? If you did, share them with us so we can help you reach them!
There is so much to look forward to in the new year! Now is the time to plan ahead and be intentional. Begin with the end in mind so you know where you’re going and why. At On the Books we help clients budget and forecast, which gives them a benchmark throughout the year to compare their activity to. We project cash flow and track KPIs so you can see ahead of time if things are going in the wrong (or right) direction. If we’re not helping your business do these things, and you want to benefit from this planning, please ask us!

It's Time to File your Business Property Tax Return
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We want to hear and share your good news!
We want to celebrate you and your business! We want to spread the word on any job openings, success stories, or good news related to your business! Click the button below, send us a little blurb, and we will feature you in our year end newsletter!
On the Books Recommendations (Books, Podcasts, and More)! |
January Podcast: Entrepreneurs on Fire – How to Manage Through a Crisis with Joe Marinucci
Listen in to one of the highest recommended podcasts for Entrepreneurs and Small Business Owners for 2022: Entrepreneurs on Fire.
January Book: The First 90 Days by Micheal D. Watkins In this international best seller, you will find proven strategies for conquering the challenges of transitions, no matter where you are in your career. The first three months in a new role can jeopardize or define your success. In today’s increasingly demanding professional landscape, managers are faced with not only more frequent transitions, but steeper expectations. Whether you are starting a new job, being promoted within, have an overseas assignment, or on the rise to being a CEO, check out this book here. |
Upcoming Events:
Test Flight Pitch Practice – February 1st @ 8:30-9:30am – Join as early-stage startups hone in their pitch to potential investors, customers, and other interested parties.
2022 NC Stir Briefing – February 2nd @ 9:00-9:45am – NC Tech releases its annual North Carolina State of Technology Industry Report & Tech Directory. This report will contain facts, statistics, trends, narratives, and insights into NC tech’s industry.
Virtual Lunch & Learn: Legal Lowdown on Startup Financing – February 2nd @ 1:00-2:00pm – Fourscore Business Law is having one of their lawyers walk attendees through various legal and practical business considerations in determining the best financing for your company.
Charlotte Startup Celebration – February 3rd @ 5:00-8:30pm – A celebration event bringing together VC’s, corporate sponsors, entrepreneurs, and startup founders to recognize their success over the last year.
Startup Job and Resource Fair – February 23rd @ 4:00-6:00pm – If you are looking to work at a startup or launch your own business, this is the fair for you. Join local entrepreneurs, connect with local businesses, and companies looking to hire interns.
Share the love!
Our best form of advertising is word of mouth! We have very limited availability for new clients in Q1 of 2022, and we’d rather take referrals than advertise! If you know someone with a tech or biopharma startup that we might like to work with, please send them our way.
We’d also really appreciate an online review if you’re willing! You can submit a Google review by clicking the button below.
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and everything On The Books!
and everything On The Books!