We hope you’ve been enjoying the recent cooler weather and the promise of fall finally arriving in Austin!
As we settle into September, we want to check in before the end of the year. The fall always feels like a fresh start – a chance to refocus, plan ahead, and set ourselves up for a strong finish to 2025.
With just a few months left in the year, now is the perfect time to take a step back and see where you stand, what opportunities lie ahead, and how we can best support your success.
How Can We Help You Finish 2025 Strong?
As your trusted accounting partner, we’re here to help you navigate the final months of the year with confidence. Here are some key areas where we can provide valuable support:
Year-End Tax Planning & Preparation
Don’t wait until January to think about your taxes! A proactive approach now can save you time, stress, and potentially money. We can help you:
- Review your current tax position and identify planning opportunities
- Implement strategies to optimize your 2025 tax situation
- Prepare for a smooth tax filing process in 2026
- Schedule your year-end planning meeting with Deidra
2026 Planning
The fourth quarter is an ideal time to assess your financial performance and start planning for next year:
- Analyze your 2025 financial results and cash flow patterns
- Develop realistic budgets and forecasts for 2026
- Identify areas for growth and/or cost optimization
- Set strategic goals for the coming year
Bookkeeping & Systems Review
Is your bookkeeping current and accurate? Are your systems working efficiently? We can:
- Catch up on any backlogged bookkeeping
- Review and optimize your current accounting processes
- Ensure your books are ready for year-end 1099s as well as tax preparation
- Implement improvements to streamline your operations
Business Advisory Services
Sometimes you need more than just number-crunching – you need a trusted advisor. We’re here to:
- Discuss business challenges and opportunities
- Provide insights on industry trends and benchmarks
- Help with strategic decision-making
- Offer guidance on business growth and planning
A Money-Saving Tip from Deidra…
Noticed your insurance premiums jumping from 2024 to 2025? I’ve found two trusted resources that might help:
- Two honest insurance brokers who won’t oversell—it won’t cost you anything, so it’s worth having a conversation with them
- Each represents 20+ carriers and can counsel on trends and strategies to get appropriate coverage at the best prices
- Made the insurance “shopping” process very easy and painless for me, with both my personal and business insurance policies
- Experts recommend reviewing coverage annually, especially with current market changes
If you’d like an introduction, let your DMR bookkeeper know, so I can personally connect you with them.
Client Spotlight…
We’re excited to highlight our client Sarah Carrasco, owner of Moontower Pilates!
Sarah is passionate about helping people discover the magic of movement and find joy in their bodies. At Moontower Pilates, she creates a welcoming space where clients can move beyond injuries, connect with their body’s natural wisdom, and feel at home in their body while building strength and resilience.
As we head into the final months of the year, there’s something especially fitting about Sarah’s mission of helping people feel “connected, whole, strong & resilient” – qualities we could all use as we finish 2025 strong!
If you’re looking to prioritize your wellness this fall, check out Moontower Pilates and experience Sarah’s thoughtful approach to movement and healing.
Sharing the Love…
One of the greatest compliments you can give us is referring other business owners who could benefit from our services. If you know a small business that’s struggling with their bookkeeping, unhappy with their current tax preparer, or could use a trusted accounting partner, we’d love to help them.
Your referrals are always appreciated – and it’s a great way to grow our successful business owner community, together!
We’re Here to Support Your Success…
We believe in being proactive rather than reactive, and the earlier we can start planning, the better positioned you’ll be for success. So, whether you need help with year-end tax planning, 2026 budgeting, bookkeeping catch-up, business advisory services, or any other accounting needs, please don’t hesitate to reach out. We are here for you!
Ready to schedule your year-end planning meeting? Be sure to schedule a meeting with Deidra. Her calendar tends to fill up quickly as we approach year-end, so we recommend booking early.
For other questions or needs, contact your current DMR team member, or reach out to our Client Services Coordinator at csc@dmraccounting.com.
Thank you for your continued trust in DMR Accounting & Consulting. Here’s to finishing 2025 strong and setting the stage for an even better 2026!
