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Rogelio Gonzalez, CRPC®, CSRIC™
Financial Planner
Prudential Advisors
Pacific Northwest Financial Group
1700 SE Mile Hill Drive, Suite 264
Port Orchard, WA 98366
Phone: 360-919-4271
Email: rogelio.gonzalez@prudential.com
Website: www.prudential.com/advisor/rogelio-gonzalez
March/April 2026
March Mastery: Essential Checklist for Small Business Owners
As the last snowflakes melt and cherry blossoms tease the horizon, March arrives like a double-edged sword for small business owners. It's a pivotal point—bridging winter's quiet reflection with spring's explosive growth. Miss the mark here, and you risk a cascade of compliance headaches, financial blind spots, or missed seasonal opportunities. You'll emerge stronger, leaner, and primed for a thriving quarter. Let's break down the must-dos to make this month your launchpad for the second quarter of 2026.
Nail Those Tax Deadlines: No Extensions, No Excuses
March 15th looms large for partnerships and S-corporations, marking the deadline for filing Form 1065 and issuing Schedule K-1s to partners. Unlike C-corporations, which have a grace period until April, these entities demand precision—late filings trigger penalties that can snowball into thousands. If your fiscal year ends December 31st, use this window to reconcile 1099s and gather W-2s early.Consult your trusted advisors; tools like QuickBooks or TurboTax Business can streamline prep, but human oversight catches nuances that algorithms miss. Remember, accurate filings aren't just about compliance—they're intelligence for smarter deductions next year.
Quarterly Reviews: Unearth Hidden Insights
With Q1 wrapping up, March is prime for performance reviews. Dive into your P&L statements: What's driving revenue? Where are margins eroding? Using dashboard tools makes this painless— track KPIs like customer acquisition cost and inventory turnover. Celebrate wins and review flops. These reviews aren't busywork; they're your crystal ball, informing Q2 budgets and pivots. Set a one-day "finance Friday" to knock it out, freeing mental bandwidth for growth.Spring Clean and Declutter
Spring signals a business deep clean. Audit your physical space: Organize your inventory, purge outdated stock, and refresh your storefront to attract warmer foot traffic. Digitally? Scrub your CRM for stale leads, optimize your website for mobile spring searches, and secure backups against cyber threats. This renewal boosts efficiency—think 20% faster operations—and signals professionalism to clients. Bonus: It reignites your passion, combating founder fatigue.March isn't a sprint; it's your strategic setup. Tackle these tasks with intention and watch your small business bloom.
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Rogelio Gonzalez is a Financial Planner with and offers securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
"Prudential Advisors" is a brand name for the propriety retail sales channgel of The Prudential Insurance Company of America ("PICA") and its insurance company and other affiliates (collectively "Prudential"). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under "Prudential Advisors".
LPLE and LPL Financial are not affiliated with Prudential or Pacific Northwest Financial Group.
Prudential, Prudential Advisors, and the Pacific Northwest Financial Group are not registered as a broker-dealer or investment advisor.
Pacific Northwest Financial Group and LTM Marketing Solutions, LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Marketing Solutions, LLC, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.