The idea is that some people, newer to technology but wanting an explanation to the break downs of spending and how simple real life analysis can help someone feel more advanced, more in control and that would allow them to make individual adjustments in a more sophisticated or general practical way...
Budgetting A Calendar Budget - Presentation Transcript
The ‘percent’ of happiness A Calendar Budget January Expenses The ‘simplified’ accountant
Collecting the ‘rough’ numbers Filling in the ‘basic’ blanks
January Expenses - Home
January Expenses - Odometer
January Expenses - Transportation
January Expenses - Office
January Expenses - Food
January Expenses - Beauty
January Expenses - Entertainment
January Expenses - Summary
G r e e t i n g s Monthly Bookkeeping Service Now Available See <APT #> for Details … 2007 Thank You
Reporting the results The ‘visual’ communication
January Expenses - Home
January Expenses - Odometer
January Expenses - Transportation
January Expenses - Office
January Expenses - Food
January Expenses - Beauty
January Expenses - Summary
The ‘percent’ of Happiness What combination of Budgeting and allocating expenses is adequate and justified ?
Depending on the role …
Flexibility and the ability to Adapt
Accommodating a change in income or direction
Having the right contacts that can assist
Having the right products in place to support the unexpected
A balance between home & home / office
The ‘percent’ of Happiness Something ‘old’ with something ‘new’, something ‘borrowed’ with something ‘blue’ Good relationships, good contacts, good investment in people and good creativity with assets on hand
Thank You Questions, Concerns, Comments Please confirm with your accountant for specific tax implications
A review of the analysis of monthly bookkeeping practices to analyze, control and predict spending habits on a monthly basis. The ability to plan ahead by evaluating existing practices in spending habits.
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