January 2022

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

If you own business property (i.e. computers, furniture, machinery, etc) you are required to file a return (or an extension) with your local agency by the end of this month.

1. Business personal property includes, but is not limited to: machinery, supplies, materials, computer/office equipment, furniture equipment, and farm equipment.
2. Listing must be submitted before January 31st.
3. An extension can be granted if the request is made and submitted by January 31st.

For more information in Wake County click here
For more information in Orange County click here

If you are not sure how/where to file, please let us know and we’d be happy to assist you!

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.

Join Marinucci the Co-Founder and CEO of digital performance advertising company Digital Media Solutions, Inc. as he walks you through the best way to manage a crisis within your business.

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.

Be sure to follow us below on social media for updates, news,
and everything On The Books!

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

Read More »

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

Read More »

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

Read More »