top of page
Book Your Consultation Today
Blog
Search


Reading Your Tax Return
Please do not blindly sign your tax return without first reviewing the numbers and asking a few questions. Most people have someone...
projectdoneangie
Feb 5, 20123 min read


Setting Up the 2012 Filing System
I have 11 boxes; 10 for annual records and the 11th is for Important Papers like tax returns, marriage certificates, original mortgage...
projectdoneangie
Jan 30, 20121 min read


Reading Your Balance Sheet Report
The Income Statement (P&L) and the Balance Sheet are your guides to financial well-being. The Income statement shows you your income and...
projectdoneangie
Jan 22, 20122 min read


Preparing Income Statement for Tax Filing
Now is the time to begin preparing your numbers for tax filing. The numbers from the Income statement (or P&L report) need to be accurate...
projectdoneangie
Jan 15, 20122 min read


How to Use Your Income Statement to Plan Your Budget
My last blog was about reading an income statement. You can use this information to plan a budget and do some goal setting. Take a few...
projectdoneangie
Dec 18, 20112 min read


How to Read an Income Statement
Once you have a copy of your income statement in front of you, what do the numbers mean? How do you read this report and use the...
projectdoneangie
Dec 15, 20112 min read


The Importance of an Income Statement
In my earlier blogs I have discussed the importance of getting your receipts and statements organized and balanced each month. A software...
projectdoneangie
Dec 4, 20112 min read


Mint.com
Mint.com, you should really take a look. Have you ever wondered where the money goes and why it goes so fast? This is a secure site which...
projectdoneangie
Nov 11, 20112 min read


Organize Your Bills & Statements Online with Manilla.com
So many people are fans of going paperless. What would it be like if you didn’t have to file paperwork but you had access to your bank...
projectdoneangie
Oct 23, 20112 min read


Get Rich Slowly
Making money and keeping money is an art. Putting yourself on a savings budget can lead you to your best life. Most people spend without...
projectdoneangie
Oct 16, 20112 min read


Get Out of Debt
There is a lot of help to keep you on track. One website to try is oweing.com where you can enter your debt info and the sites handy...
projectdoneangie
Oct 7, 20111 min read


Organized Monthly Spending
You can do it on paper, with Excel, or electronically with a great software program. Tracking this information can help you become...
projectdoneangie
Oct 2, 20112 min read


Organize Checkbook and Receipts
There are many ways to track income and expenses. You can use a check register, pen and paper, Excel, a software program, etc. The point...
projectdoneangie
Sep 23, 20112 min read


Helping Kids Use a Budget
It is never too early to start a budget. When your kids are young, they are listening to you and watching what you do. You are their...
projectdoneangie
Sep 18, 20112 min read


Budgeting Without Credit Cards
What is life like without credit cards? Less stressful! I only use them on occasion to book travel. Otherwise I pay cash that has been...
projectdoneangie
Sep 11, 20111 min read


Christmas Fund
It is time to start planning ahead. There are 14 weeks until Black Friday. I was prepared in advance a few times in the past and the...
projectdoneangie
Aug 27, 20112 min read


Budgeting With Coupons
Coupons have become all the rage and if you haven’t been using them, you are spending more money than necessary. Money goes a lot further...
projectdoneangie
Aug 19, 20112 min read


Setting Up Your Basic Budget
In an earlier blog I talked about budgeting and dividing your income into categories while assigning a percentage for each. This was...
projectdoneangie
Aug 15, 20112 min read


Mixing Personal Funds and Business Funds
As a business owner is it ok to mix personal funds and business funds? It is easy to do and not a great habit. When you are a new...
projectdoneangie
Jul 31, 20112 min read


Is This The Month You Tackle That Organizing Project?
If it is finally time to get that office/garage/closet/etc. organized once and for all, congratulations! You are on the path to removing...
projectdoneangie
Jul 23, 20112 min read
bottom of page



