Life flies by at a frenetic pace and focusing on the long term is a priority that often doesn't become... well... a priority. The statistics are staggering and frightening. Many individuals have minimal to negative net worth even as they approach retirement age.
Getting on the path to a secure future is surprisingly easy with a little bit of planning and a consistent effort. Let's look under the hood and get a plan in place. You'll sleep better at night.
Keeping the books is an essential element of running a business. It's necessary to gather information for tax filings, loan compliance and other reporting concerns but does it provide any real benefit to the health of the business itself? The answer is often "No". Standard financial reports often present a confusing view of what is happening in your business. We help to design reporting that gets beyond that confusion by drilling into the issues that are critical to your particular enterprise and allowing you to address them head-on.
Having a plan is essential to any business. A budget is a document that presents a plan in real dollars. Budgets can be an essential part of the puzzle for your business but only if used properly. In the captivating (lol) world of accounting there a lot of theories as to how to prepare and use a budget. All to often, budgeting is a triumph of form over substance. All sorts of reporting is generated but no real action plan results. Remember, you can't make a pig fat by weighing it. Let's talk about how to make a "budget" work for you.
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