A Balance View

A Balance View In search of small business owners who need help managing their books. Whether that help includes so That’s where A Balance View can help!

Business owners have a tough enough time trying to get things done without having to deal with their finances. Most dread the thought of looking through receipts, spreadsheets, and bank statements. Allow us to alleviate some of that stress by managing your books. When someone else is handling the tedious tasks of organizing your books, you can focus more on your business, family, and spending doin

g whatever you want! Not sure how your business is really doing? We can help with that too. By providing easy to read reports and analyzing the data for you, we will be able to advise how your business is performing and ways to improve.

03/08/2023

Make friends with your finances! Look at them, know your numbers! Start with your turnover. Get to know your weekly turn...
05/13/2022

Make friends with your finances!

Look at them, know your numbers! Start with your turnover. Get to know your weekly turnover. Then your average monthly turnover. Then your average quarterly turnover. Next week, add the expenses to your finance Friday!

If you are finding it hard and it’s a proper mess. Start my sorting everything into monthly piles of paperwork.

💰Get everything that happened in a pile.
💵 The receipts.
💸 The invoices.
💶 The bank statements.

Start there! Make friends with your finances! If you find it too much to tackle on you’re own, let me help you! I can hold your hand at the start and get you working toward a realistic goal.

http://abalance-view.com

05/11/2022

What Is the 50/20/30 Budget Rule?

50%: Needs
Needs are those bills that you absolutely must pay and are the things necessary for survival. These include rent or mortgage payments, car payments, groceries, insurance, health care, minimum debt payment, and utilities.
30%: Wants
Wants are all the things you spend money on that are not absolutely essential. This includes dinner and movies out, that new handbag, tickets to sporting events, vacations, the latest electronic gadget, and ultra-high-speed Internet
20%: Savings
Finally, try to allocate 20% of your net income to savings and investments. This includes adding money to an emergency fund in a bank savings account, making IRA contributions to a mutual fund account, and investing in the stock market

http://abalance-view.com

TAKE NOTE Key tax dates and deadlines for 2022 to avoid penalties or miss out on tax breaksJanuaryJanuary - You can begi...
01/05/2022

TAKE NOTE Key tax dates and deadlines for 2022 to avoid penalties or miss out on tax breaks

January
January - You can begin filing 2021 tax returns this month.
January 3 – Payment is due for those who deferred Social Security tax.

February
February 15 – Fill out the tax exemption form (W-4) and give it to your employer if eligible.

April
April 1 – For those who turned 72 in 2021, this is the deadline to make the first Required Minimum Distribution (RMD) from your retirement accounts.
April 18 – Deadline for most Americans to file tax returns unless a six-month extension is requested.

Online Appointments | A Balance View (abalance-view.com) “providing a balance view on your finances.” ...
11/10/2021

Online Appointments | A Balance View (abalance-view.com)
“providing a balance view on your finances.”

...
11/03/2021

Address

Virtual
Lithia Springs, GA
30122

Opening Hours

10am - 2pm

Telephone

+14704242670

Website

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