beyond the Numbers

APRIL 2022

April is National Humor Month!

What Is the Ideal Workplace Culture?

Workplace culture is a mixture of the company and its employees’ characteristics and personalities that create an overall tone of the organization. This mixture includes leadership, company and individual values, behavior, interaction, and benefits. We have seen a visible increase in employees prioritizing their ideal workplace culture when choosing a company to work for. For companies to remain competitive, retain valuable employees and recruit top talent in their industry, their leaders must find ways to incorporate these workplace preferences.

1. Increase in remote and hybrid work arrangements.
2. Demand for more employee recognition and transparency.
3. Open communication in the workplace.
4. Employee growth and development opportunities.
5. Growth of a diverse and inclusive workplace.

To learn more about the hottest workplace culture trends in 2022, read the full article here.

Got Jokes?

A good laugh and a good sense of humor makes all the difference in your work environment. Top companies, like Google, Facebook, and Amazon understand the importance of having happy employees. Humor is a crucial element of leadership, and here are some reasons why a little humor can improve your work life and make it more successful.

1. Empower Employees
2. Develop Positive Norms
3. Eliminate Conflicts
4. Attract New Employees
5. Promotes Humanism

Click here, to see all 14 reasons why humor is important in the workplace.

Tax Filing Deadline Changed for 2022

April 15 is traditionally tax deadline day for the Internal Revenue Service. However, that is not the case this year. April 16 is Emancipation Day in Washington, D.C., and because the holiday falls on a Saturday this year, it is officially observed on the Friday prior, April 15th. That means the tax day deadline is getting pushed back to Monday, April 18 for everyone except residents of Maine and Massachusetts. Residents in those states must file by April 19.

Don’t forget to also make your estimated payments for Q1!!

We've Expanded - To Texas!
Meet our New Team Members

Kelli Mitchell is a Senior Accounting Specialist. She graduated with honors from Texas A&M-Corpus Christi with a Bachelor’s degree in Finance. She is passionate about helping business owners with their accounting needs. She lives with her husband and three children in a small-town North of Houston, TX. In her free time, Kelli enjoys spending time with her family and the great outdoors.

Kim Palacio is an Accounting Specialist who lives in East Texas, where her three children keep her very busy. She received hers Masters in Business Administration in 2019 from Purdue University Global, and now has a little over two years of experience in bookkeeping and accounting. She looks forward to working with clients and staff at On The Books to promote efficiency and success!

On the Books and the team will be closed on Friday, April 15th.

On the Books Recommendations
Books, Podcasts, and More!

Clyde Fahlman helps business owners and organizations reestablish people connection and creativity by using anecdotes of workshops and humor formulas that promote workplace humor and how vital it is for organizations to succeed. With this book you will walk the talk and run your fun. Fahlman provides the evidence that suggests humor is effective: from management gurus, key top executives, and most importantly from workshop participants.

Do you need help lightening up your workplace? Read more here.

The Culture Factor Podcast interviews founders and influential leaders who share their stories from the C-Suite that help executives engage their business from the inside, in a way that helps to transform their workplace culture.

Listen now, to learn about the meaningful impact and responsibility you have in your workplace.

Upcoming Events:

NC Biotech’s Life Science Economic Development – April 19th, 8:30AM – 5PM
Explore North Carolina’s thriving Life Science sector and the opportunities to grow within the industry. Discuss workforce development, life science trends, expansion through small company growth, gene therapy and much more.

Raleigh-Durham Startup Week – April 19th – April 22nd
Join TechStars for four free days to celebrate the startup community, make new connections, and learn lessons from some of the Triangle’s best companies.

DIG SOUTH Tech Summit – May 11th – May 13th
DIG SOUTH invites the South’s top tech founders, executives, entrepreneurs, scalable startups and leading global brands to convene in Charleston for three jam packed days of inspiration, networking, fundraising and strategic know-how.

Women, A Force in Business  May 17th, 8AM – 2:45PM
NC Chamber presents Charlotte’s premier conference for women. Unite with ambitious women and their male peers to empower yourself with the latest tools and strategies for leadership development, career advancement, personal wellness, and professional fulfillment.

Moving Forward with Purpose Conference – June 2nd, 9AM – 4PM
Are you looking to enhance or grow your business? The Women’s Business Center of North Carolina is hosting the next event to grow your network and grab hold of your success.

Application Deadline: One NC Small Business Program Grants – June 30th
Applications are now being accepted for a new round of grantmaking from the One North Carolina Small Business Program, a key source of capital for North Carolina’s emerging technology companies.

See our latest Review

The biggest compliments you can give us are a review or a referral. Check out the newest review from our friends at Verily!
Pam and her staff are the best!

Verily acquired a company that was Pam’s client, and my experience with her through the acquisition and subsequent periods of financial operations transition was excellent.

Pam always followed through on deliverables, was speedy with response times, and helped educate my team on existing processes of our acquired company. She was extremely helpful in assisting with the financial integration.

Thanks for all that you do, Pam! I would happily work with you again.

Chris Secreti,
US Controller, Verily

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April 2022

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