Preparing For Tax Time
Tax time can be hella stressful.
Especially if you have a ton of receipts and documents to compile and get ready for the tax man (or woman). (more…)
Goal Setting & Budgeting Checklist
You know the process but sometimes a checklist will help you take it to the next level.
The level that gets you closer to actually getting done.
I’m the same way. I seem to get more stuff done when I don’t have to think about what needs to get done or what order I need to complete the tasks. Or remember if I did everything.
(Click Image To Download The Checklist)
Get started on 2017 early
Download this printable step-by-step checklist and budget planner. (I’ve also included links to my spreadsheet templates – just in case you’re a spreadsheet kinda guy or gal).
Share your win!
Work through the checklist, create your budget and let me know how it goes.
Creating a budget isn’t all that difficult to do… it’s sticking to it that can be hard. That’s where reforecasting comes into play. Just remember that your budget isn’t etched in stone but it is a nice game plan/road map to get you started in the right direction. The direction that gets you closer to achieving your hopes, dreams and goals.
Until next time,
J
Notes & Resources:
Goal Setting & Budgeting Checklist (download – no opt-in)
Oh So Sexy: Goal Setting And Budgeting
Work With Me – Virtual CFO
Oh So Sexy: Goal Setting And Budgeting
Budgeting. Goal-setting.
Oh so very sexy, right?!?!
Not really. But, oh so helpful as a money roadmap for your life and your business.
Back To School Reading List
Time for the kiddies to go back to school…and there’s nothing wrong with joining them.
If you’re like me, you consider yourself a life learner –
So you are probably on the lookout for something juicy to add to your library, your Kindle or your podcasting app.
Yep, this time around this is more than a reading list. This time around, I’m adding my favorite podcasts to the listening list).
(more…)
That’s Xero with an X [Review]
Zero isn’t just a number anymore… it’s Xero with X-Factor.
Post Three of Four
Finding a great cloud based accounting solution used to be damn near impossible. Or at least that is what I thought until I took the time to explore the goodness that is Xero.
As you may have discerned for yourself by now, my business is a virtual one so finding something dependable and good enough to use with my clients and my team was at the tippy-top of my must have list… And I think I’ve found my winner in Xero. (more…)
