by Joyce M. Washington, CPA
We’re in the last quarter of the year.
The things that you wanted to get done, maybe you got them done. Maybe you didn’t.
But you don’t have to take regrets into the new year.
I’m sure there are a few things that you absolutely must get done before the clock strikes midnight and they play Auld Lang Syne to begin the new year…
I can’t answer that for you but I’m sure as you’re reading this, you already have a few things in mind. Don’t you? (more…)
by Joyce M. Washington, CPA
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.
(more…)
by Joyce M. Washington, CPA
Goals and budgets are important.
I don’t know about you but several times a year, every quarter or so, I begin to contemplate successes, learning lessons and bends in the road…and start thinking about and planning for what’s next for me and my business.
(more…)
by Joyce M. Washington, CPA
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
by Joyce M. Washington, CPA
Budgeting. Goal-setting.
Oh so very sexy, right?!?!
Not really. But, oh so helpful as a money roadmap for your life and your business.
(more…)
by Joyce M. Washington, CPA
How can you tell if your business is performing the way you want to it? Want to know how your business is really doing? Set some goals and then go after them.
Go a step further and create a budget from those goals then periodically check in on your business using this “magic” report…the Budget Versus Actual Income Statement.
(more…)