KerberRose

KerberRose is proud to highlight Kevin Bohren as this month’s Team Member Spotlight! Congratulations, Kevin, on your success at KerberRose! To read Kevin’s full testimonial, visit our Careers Page at https://hubs.ly/Q02_YFKg0 #KerberRose #TeamMemberSpotlight #Congratulations #EmployeeRecognition

Testimonial Spotlight! At KerberRose, we take pride in being Trusted Advisors. Our team is always ready to empower our clients with the knowledge they need to make informed decisions that suit their lifestyles, businesses, and future goals. Thank you for trusting us, and way to go, Becky! #KerberRose #TrustedAdvisor #Testimonial

KRHR Monthly Q&A: Fostering Open Feedback In this month's "Questions to Consider with KRHR" we explore ways in which employers can help employees feel more comfortable providing feedback about their managers. Client: "My employees tell me they want to give feedback regarding their managers but are worried it may cause tension or even retaliation. How can I help our employees feel more comfortable providing feedback about their managers?" KRHR: "Unfortunately, a lot of employees feel uneasy about giving feedback on their managers, worrying it may cause more harm than good. An efficient way to gain employee feedback without the uneasy feelings is to offer employee surveys quarterly or annually, depending on your needs. To use the surveys effectively, here are a few suggestions: • Ensure surveys are completely anonymous to encourage honest responses. • Allow for both multiple-choice and open-ended questions to accommodate different comfort levels. Ask questions that allow employees to give as much or as little information as they feel comfortable. Some employees may feel like writing paragraphs. Others may be inclined to provide a rating and nothing else. • Give employees time during the workday to complete the survey. • Hold managers accountable to changes they’ve committed to making. • Work towards creating a culture where giving and receiving candid feedback is the norm. Managers can contribute to this culture by owning up to their mistakes, acknowledging where they have room to grow, and accepting critical input graciously." For further insights on how to develop useful employee surveys for your organization and foster a culture of open communication, connect with our Trusted Advisors. Additionally, we provide leadership development and coaching, which may be a good option for ensuring survey results are put into action. #KerberRose #QuestionswithKR #HR

Succession planning is an essential part of any successful organization, yet many lack a formal strategy. Aside from naming your successors to carry out strategic goals after your transition, succession planning requires actionable items including: • Identifying Key Roles: Recognizing critical positions within your organization. • Assessing Competencies: Aligning current skills with future needs. • Developing Talent: Using coaching and mentoring to prepare future leaders. If your organization is without a succession plan, you could be missing out on essential benefits like retaining top talent with clear career paths, a clear outline of projected growth goals, and a robust leadership pipeline. Being a Trusted Advisor is our #1 priority, connect with us today to begin solidifying about your organization's future. #KerberRose #SuccessionPlanning #TalentDevelopment

Our Trusted Advisors want to remind business owners to begin preparing now for the upcoming filing season. Here are three questions we want you to consider asking yourself before year-end: 1. Has my BOI report been filed? The Corporate Transparency Act requires many businesses to file a Beneficial Ownership Information (BOI) report with FinCEN. This new requirement began January 1, 2024, and existing businesses have until January 1, 2025, to file. Ensure you've identified your beneficial owners, gathered necessary information, and submitted your report if required. 2. What are my cash flow projections for next year? Develop a detailed cash flow forecast for the upcoming year. Consider factors like regular expenses (payroll, rent, utilities), seasonal influxes of income or expenses, any planned expansions, or debt repayments. These projections can help you make informed decisions for 2025. 3. Did I buy or sell any assets I didn't tell my accountant about? The buying or selling of assets such as vehicles, equipment and real estate is usually a taxable event that can have a significant impact on a business's year end taxable income. It can be beneficial to for both you and your accountant to know the impact of these types of transactions in advance of the tax filing season. 4. Am I maximizing my business tax deductions? Ensure you're tracking all potential deductions, such as business-related travel and meals, office supplies and equipment, training costs, and advertising spend. Keep detailed records and receipts to support these deductions in case of an audit. Don't wait until the last minute! Schedule a meeting with your advisor today to review these questions and feel well-prepared for the upcoming tax season. #KerberRose #TaxPrep #BusinessOwners #YearEndPlanning #TaxSeason #FinancialSuccess

Manufacturing leaders are continuously faced with challenges they must overcome, from labor shortages to rising interest rates. On the bright side, as we look ahead to 2025 the manufacturing industry is poised for continued growth and transformation. In our latest "Guest Insights" with Insight on Manufacturing, “What’s Keeping Manufacturing Leaders Up at Night,” discover the industry obstacles executives like Todd Heeg, president of Northern Lights Food Processing, and Brent DuBois, president and owner of Logistics Recycling, Inc., are facing—and how to turn these challenges into growth opportunities. Read the full article here: https://hubs.ly/Q02-D-_Q0 #KerberRose #ManufacturingInsights #InsightonManufacturing #BusinessStrategy #IndustryTrends

Help us celebrate the birthdays of our hard working team members this month! Thank you for making an impact in our firm! #KerberRose #DecemberBirthdays #Celebrate

As tax season approaches, our Trusted Advisors are gearing up for another busy season serving our valuable clients. All KerberRose offices will be open on Fridays starting this week with office hours from 8 a.m. to 5 p.m., Monday - Friday. During tax season, we will also have flexibilty in some offices to serve clients on Saturdays. If you have any questions regarding our new office hours, please contact your advisor or DM us. This is also a reminder to our tax clients to begin gathering your tax documents and have year-end planning conversations with your advisor. #KerberRose #OfficeHours #OfficeHourChange #TaxSeason #TaxPlanning

We extend a warm welcome to Vong Chang, who transition into a full-time Staff Accountant role today! Vong has been a valuable asset to our team in Stevens Point since January 2024, initially joining as a Tax Accounting Intern. Having recently earned his Bachelor’s in Accounting and Business Administration from UW-Stevens Point, we are eager to support Vong as he continues to advance in his accounting career. #WelcomeAboard #TeamMemberAppreciation #KerberRose

Although AI has recently been getting backlash for how users are using the platform, it can be an incredible resource for navigating your job search and interview preperations. AI can offer you insight on how to revamp your resume or questions to prepare for during your interviews. It can even read your interview responses and provide feedback from an employer's perspective. Don't let AI scare you - our career transition programs offer relevant training on utilizing these resources effectively. Feel free to connect with our Trusted HR Advisors to learn more about the use of AI within the career transition process. https://hubs.ly/Q02Z33VX0 #KerberRose #AI #AIBestPractices #Hiring #InterviewPrep