10 Tasks Your Virtual Accounting and Bookkeeping Team Can Do To Save You Time AND Money

As I’m sure you know by now, I’m an accountant so I’ve done my fair share of bootstrapping  and looking for frugal ways to get stuff done…

WITHOUT cutting corners when it comes to quality.

A lot of times when we are making an effort to simplify our lives and build our team… we can’t seem to think of the things that our team members can do.

This can be especially hard when we are so used to doing everything ourselves.


Revamp Your Budget

Sometimes plans go off course. We plan to focus. We plan to market. We plan and we budget.

We plan to do a lot of things but sometime the best laid plans fail.

When that happens, you come up with a new plan, a new focus, a new goal.

That, of course, leads to a new budget or a ‘reforecast’ of an old one.


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,

Notes & Resources:
Goal Setting & Budgeting Checklist (download – no opt-in)
Oh So Sexy: Goal Setting And Budgeting
Work With Me – Virtual CFO

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