Maintaining a successful small business requires a constant eye on financial planning, tax strategies, and future trends all year long. However, these initiatives are especially important when the 4th quarter arrives.  Financial and tax planning in the fourth quarter accomplishes a range of goals, from ensuring a successful 2024 to minimizing taxes before the end...Read More

Launching your own business is an exciting milestone that can have decades of personal and financial rewards. However, starting your small business is often the most challenging part of this lifelong venture.   Chances are that you have an exceptional idea and a detailed plan to pave the way, but if you need a business loan,...Read More

It’s common knowledge that the earlier you start saving for retirement, the more financially secure you’ll be.  But what can you expect regarding taxes?  Many new retirees are surprised to discover that annual taxes still apply when it comes to retirement savings and accounts.  It can take a big chunk out of the hard-earned income...Read More

Most small businesses and new companies do not consider adding an experienced CFO to their initial startup plan.  That is because they believe that a business financial advisor or a CFO consultant is too costly and not required in the early stages of a company’s growth. However, the expertise from turning to an exceptional CFO consulting...Read More

Conducting an annual business audit is important for everyone. In brief, an audit is an evaluation of the financial statements of a business. And as your company grows, it is important to track your finances. Our professional team at Saddock Advisory can help you with auditing your company. Business audits help you work efficiently, all...Read More

Do you have enough money saved for your children’s education? What about for your golden years? There is still time to put your money to work and accomplish these and other financial goals in your life. And it’s simple. The key is to utilize the phenomenon of compound interest. Compound interest can help grow your...Read More

Predicting and analyzing risk is a difficult endeavor, especially since it involves anticipating unforeseen and adverse events. Of course, these events are hard to anticipate and even harder to plan for. But, risk analysis is essential to the success of any business. Although it is highly unlikely that you will be able to anticipate risk...Read More

Most financially minded people would agree that planning for your financial future is extremely important – and it absolutely is. What sometimes gets overlooked, though, is planning for your business’s financial future. Many business owners have personal and family financial plans, but may have forgone, or put off, financial plans for their businesses. There are...Read More

Financial Planning and Analysis, or FP&A, is one of the most important components of a company’s financial health. There is a reason FP&A professionals are highly specialized and valued within organizations. The work they do, if done well, will drive almost every aspect of their company’s strategies, goals, and overall value. The power and capabilities...Read More