The Tax Checklist Every business owner should review
Valerie Lewis Published on: 02/01/2026
It’s tax season. Discover the essential checklist business owners need to stay organized, reduce stress, and approach taxes strategically.
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Valerie Lewis
What to do in the last week of 2025
Valerie Lewis Published on: 22/12/2025
Finish 2025 strong with a clear financial checklist for your medical or service-based practice. Learn year-end steps, tax tips, and how Balanced CFO + EPIC Private Wealth’s PRO Tax membership supports your business.
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Year End Check for W-2's
Valerie Lewis Published on: 17/12/2025
Before W-2s are issued, review your paystubs and payroll. Learn why this year-end step matters, what to check, and how Washington’s ESSB 5814 may impact your 2025 business taxes.
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60% of Practice Owners are Victims of Embezzlement
Valerie Lewis Published on: 03/12/2025
Over 60% of medical and dental practices face embezzlement. Learn the warning signs and how a Fractional CFO can protect your revenue and simplify financial oversight.
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