Budgets and Forecasts

recordkeeping-the-key-to-smooth-tax-transactions

Recordkeeping: The Key to Smooth Tax Transactions

Well-organized records make it easier to prepare a tax return and help provide answers if your return is selected for examination or if you receive an IRS notice. OK… here’s the deal. As a tax-payer, ...

KPI-Key Performance Indicators business-people-pushing-blocks-vs-pushing-sphere

KPIs: Key Performance Indicators

You don’t want to get bogged down in too many. Here are some that you should pay attention to. You have built your business plan and your financial projections; so how do you measure your progress; wh...

seven-elements-of-a-business-plan man-in-chair-contemplating-plans-on-wall

Seven Elements of a Business Plan

If you are serious about your business, you need to have a written business plan. Not only is your plan an overview of your business; it is also the framework for the detailed actions you will need to...

business-planning-2021 lightbulb

Business Planning for 2021

2020 was a year of survival for many businesses, and as we move to 2021, planning for your business is likely more important than any previous year. Forecasting for 2021 is complicated by the fact tha...

Why Are You In Business?

Why Are You In Business?

When you lose momentum and question what you are doing, here are some actions you can take to re-ignite your passion. Running a business can be all consuming. Managing staff, developing new business, ...

Helping-Clients-Understand-Budgets-and-Forecasts By Jaime Davison

Helping Clients Understand Budgets and Forecasts

Clients probably know the accounting terms “Budget” and “Forecast,” but they may not know the difference and that they are best when used.