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1. Tax Preparation
"Mention the word taxes and many people start sweating
. . . The maze of tax forms you must wade through can seem
overwhelming, and following the rules can seem impossible.
But take heart: The Internal Revenue Service (IRS) has worked
hard (hic) in recent years to try to simplify the process
for most taxpayers. Filing incorrectly may bring heavy penalties,
so it's important to take advantage of all the help you can
get. "
www.learnthat.com
2. Booking Keeping
"Bookkeeping. Quick, turn the page, let's get to something
interesting! Let someone else worry about the numbers...I
really don't do numbers. I've never been a business person,
I'm a craftsman! All I have to do is make my product well
and everything will be OK.
Does all that sound familiar? How would you feel about someone
working for you who said, "Take care of my tools? I don't
know how - I've always let someone else do that, I really
don't do that part of the job, and besides, I think they're
good enough - they still work." Well, if you take the attitude
that books are either beneath your notice or too complex for
you to understand, you're working with dull tools. Your business
depends on a variety of things to keep it healthy - a good
product or service delivered by competent people is one part
of the picture - but well kept books is just as important.
"
3. Financial Planning
" Financial planning is not a product... it is a process.
With the assistance of a planner, clients may use specific
financial products, such as insurance or equities, but only
as ends to accomplish the goals they have established. The
financial planning process is a series of steps taken to help
clients accomplish their goals. A qualified financial planner,
such as a Certified Financial Planner professional, will first
gather and analyze data about a client's income and expenses,
taxes, insurance coverage, retirement plans, wills, trusts,
investments and other information pertinent to the overall
financial situation. "
www.fplanet.org
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