Tag: financial plan

Tax Time… Again

Tax season! Personally, it is not my favorite task. I love spreadsheets and financials and numbers, but I do not like doing my taxes. Tax season is also that time of year where we all take a hard look at how we did last year.

– Did we hit the revenue goals that we were expecting?
– Did we achieve the cash flows that we were planning on?
– Are we going to make a contribution to our 401(k) this year or defer that decision another year?
– Did I make enough money to make a withdrawal or pay myself a little more?

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Top 3 Reasons Business Owners Don’t Build a Budget

Most business owners know they should build a budget, but don’t bother creating one. Why is that? Here are the 3 main reasons.

– I’ve never built a budget and wouldn’t know where to start.
– I’m not a big numbers fan or I don’t like Excel.
– I’ve done one in the past, but never ended up looking at it so it seems kind of pointless.

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