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How to Create a Personal Financial Plan

Success

As we’ve discussed before, make sure you block out some time to sit and think about your future, financial goals , and relationship with money and finances. From there, you have an easy reference point for the rest of your financial plan. Aggressively pay down credit card or other debt. Start with a Mission Statement.

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The tricky world of expenses

Practically Perfect PA

You have to decipher all of this by looking at the date on the receipt and in their calendar and try to work out what they were doing… Sounds familiar? It is a nightmare, especially if they travel abroad a lot and have loads of foreign currency in addition to the receipts and credit card statements.

Expenses 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

You can easily track personal and business finances, quickly see the profit/loss of the business, create invoices, review financial reports, import data AND easily transfer information to Turbo Tax (another program I'd recommend!) Accept Credit Cards Anywhere, Any Time. You won't regret it. Find here: steph.bz/iB5cj3.

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5 Best Tax Practices for the Worried Virtual Assistant

Virtual Moxie

But I made the decision alone, without reaching out to anyone smarter about business finances than I was, because I was ashamed that I didn’t know the answers and couldn’t understand the information I was finding on my own. Ask about other ways to keep tabs on your finances without spending $100+/year. Find another way. Get an EIN.