How Often Should A Small Business Get Financial Statements?

Picture of The Kaizen Team The Kaizen Team · April 17, 2025

tax strategy
How Often Should A Small Business Get Financial Statements?
How Often Should A Small Business Get Financial Statements?
0:35
 

Wondering how often you really need financial statements for your business?
Once a year might be enough to file a return—but it’s not nearly enough for meaningful tax planning or smart business decisions. In this episode of Kaizen Time, Eric Joern unpacks why monthly financial statements aren’t just for big businesses. From missed tax deductions to spotting problems before they snowball, monthly check-ins can give you the clarity and control you need to grow with confidence.

Whether you're scaling fast or just trying to stay ahead, this episode breaks it down in plain English.

 
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tax strategy