The Power of Predictability

September 11, 2024
A man is giving a presentation to a group of business people.
The Power of Predictability
Do you know on October 1st what your tax liability will be on March 15th?

Your tax liability is one of the largest holes in the bottom of your profitability bucket. Proactively reviewing tax liabilities helps identify potential issues and allows for timely adjustments. This forward-thinking approach allows for better cash flow management and helps plan and invest more effectively, maximizing overall financial efficiency.


  As a small business, the more money you keep the more money you make


We want to use our successful business experience to coach, teach, and mentor you to reduce your tax costs.


HOW TO DO THIS:

  1. Have an accurate set of books from October 1st through September 30th 
  2. Provide projections for income and expenses 
  3. Honestly and ethically use the tax code to lower your tax liability


OverView Bookkeeping and Consulting is not a CPA, accountant, or tax professional. We help business owners identify and implement cost-saving strategies to improve their bottom line quickly. If you are not having these conversations with your tax professional, there is an opportunity for improvement and a conversation together will be helpful.


Click to Get in Touch
The hallmark business brokers inc. logo is shown on a white background.

 Huntoon CPA, LLC

"Our CPA practice specializes in providing comprehensive tax services, tailored to meet the unique needs of individuals and businesses. We pride ourselves on being proactive, helping our clients navigate the complexities of tax regulations and plan for the future, ensuring they are always ahead of the curve." 


Learn More
A man in a hard hat is holding a large piece of wood ..

Business Expense Management Training

In today’s competitive business environment, minimizing costs and maximizing profits are not just desirable—they are essential.

 

This comprehensive training equips business owners and managers with the skills to systematically and deliberately reduce expenses and boost profits. business’s health and success. 

Learn More
quotesArtboard 1 copy 2
"Our firm has brought Ben into several of our clients to cut wasteful spending. Ben has a masterful way to, at no upfront cost, look through various administrative expenses of an organization, and find opportunities to cut wasteful spending."

Jeff Barba
CFO, Barba

Click for More
One woman and two men sitting at a table  in business attire talking, smiling and planning together
January 16, 2026
At Overview, we don’t just help you build a budget and forecast — we help you use them. By pairing budgeting and forecasting with ongoing Budget vs. Actual reviews, we ensure your numbers stay relevant, actionable, and aligned with your goals.
A smiling group of trades men and women each dressed as their profession
December 9, 2025
Did you know that for some companies, worker's compensation coverage represents half of their annual insurance spend? OverView approaches worker's compensation from a different perspective to save you money without sacrificing essential coverage.
November 14, 2025
Do you know on November 1st what your tax liability will be on March 15th? Your tax liability is one of the largest holes in the bottom of your profitability bucket. Proactively reviewing tax liabilities helps identify potential issues and allows for timely adjustments.
2 business dressed women walking up outdoor stairs having a conversation
October 27, 2025
Now launching OverView Bookkeeping & Consulting’s Monthly Budget vs. Actual Reporting Service — a smarter way to manage your money. Identify unnecessary expenses, improve profitability, and gain financial clarity with easy-to-understand monthly insights that help your business stay on track.
Outstretched hand pal side up holding a image that says Save energy
October 14, 2025
Winter 2025/26 is just around the corner — and so are rising utility rates. Now is the time to take control and lock in fixed energy pricing before costs climb higher. And special information for our Rhode Island businesses.
Group of people around a table each putting a hand in the center on gears
August 23, 2025
Virtual Business Management isn’t just about covering for you when you're out of office—it’s about making sure your business runs smoothly, consistently, and profitably every single day.
July 14, 2025
This year marks our 20th anniversary for Overview Bookkeeping and Consulting LLC — and we couldn’t have done it without you! Whether you’ve been with us since the early days or just recently joined our community, we are incredibly grateful for your trust, partnership, and support. Here's a look at how far we’ve come.
June 16, 2025
Trade Winds provides trades-based businesses $58K+ in support—admin, scheduling, bookkeeping & more for less than a full time worker at minimum wage. Do you own — or know — a trades business ready to expand, increase profits, and strengthen operations with expert business support?
Exuberated woman at desk in red flowery dress pumping hands in air in excitement
May 15, 2025
Proactive tax planning is one of the smartest financial strategies a business can invest in. Instead of waiting until tax season for surprises, it means checking your finances throughout the year, finding ways to save, and making smart decisions before it’s too late.
April 11, 2025
Did you know you can lower your electric bill and hit your sustainability goals — all without lifting a finger or spending a dime? We can walk you through the process and help you save up to 10% on your electric bill.