Determined to get your financial act together this year? Instead of counting down the days to a deadline, or grappling with a year’s worth of statements, insist on quarterly tax-planning sessions with your accountant so you can plan, budget, and make adjustments throughout the year.
“I can’t tell you how many times a client has found a receipt for a major repair months after a review of the last three months’ financial statements clearly showed that a big expense item was missing. This probably would have been overlooked with only an annual review.” —Scott Taylor, TFS Group