I could file this under “Daily Nags” but I’ve pretty much let that category go since I can’t seem to remember to nag you every single day!  Consider the nag-free ride you’ve been getting a gift from your friend, Tim.

Still, this one’s perfect for November, because the end of year is coming fast!

Most funeral homes operate on a January to December fiscal year.  If that’s you, the end of your accounting cycle is almost here and there are lots of little things you need to accomplish.

If you’ve got an outside accountant, she’s probably got a WHOLE LOT of other clients who will also need to finish up end-of-year work, so don’t wait until the last minute to go over your situation.

 Contacting your accountant before Thanksgiving will have two important benefits:

1.  He’ll be able to advise you of any last-minute purchases you should make or any tax-saving actions you can take before December 31st.

2.  He’ll see you as an attentive client, who will be easy to deal with and, therefore, he’ll won’t regret picking up your file.  It’s always important to make sure your accountant actually wants to work on your files.  Not only to ensure accuracy, but to make sure you get the most beneficial help.  (Just remember, everyone wants to enjoy their job.  Make sure you’re the “fun” client or at least the proficient one.)

I just met with my accountant last week and found out that several of the big equipment purchases I was planning for next March might make more sense this year.  In fact, she even suggested I take out a loan (if necessary) to finance some expansion, since the debt would help offset the record gains our cot cover business has realized this year.  (You do know that we make quilted cot covers that are wowing the funeral industry, don’t you?)

But the simplest reason is also the most practical:  calling your accountant early will ensure that you can get an appointment during a very busy time of year!