For financial professionals, quarterly, monthly, and daily dates are built into the cycle that act as fresh starts and ends. Even though the financial year is generally divided up, major events occur at the end of the fiscal year or the end of the calendar year, such as closing out the books and planning for the upcoming year. However, financial planning shouldn’t be confined to the end of the year.

Establishing and aligning company benchmarks and goals, and determining if said goals are met, are important objectives to achieve and assess throughout the year.

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