budgetting a calendar budget
DESCRIPTION
Executive Summary A review of the analysis of monthly bookkeeping practices to analyze, control and predict spending habits on a monthly basis. The ability to plan ahead by evaluating existing practices in spending habits. Rating: Business Non TechnicalTRANSCRIPT
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
The ‘percent’ of happinessA Calendar Budget
January Expenses
The ‘simplified’ accountant
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Collecting the ‘rough’ numbers
Filling in the ‘basic’ blanks
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Home
Current YTD
HOME
Rent -$ -$
Utilities -$ -$
Property Tax -$ -$
Property Insurance -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Odometer
Current YTD
Odometre
IN
OUT
TOTAL 0.00 0
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Transportation
Current YTD
Transportation
Car Payments -$ -$
Car Insurance -$ -$
Gas -$ -$
Maintenance -$ -$
Public Transportation -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Office
Current YTD
OFFICE EQUIPMENT
Office Space -$ -$
Laptop -$ -$
Cell Phone -$ -$
Phone -$ -$
Stationary Supplies -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Food
Current YTD
FOOD
Groceries -$ -$
Dining Out -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - BeautyCurrent YTD
BEAUTY
Personal Grooming -$ -$
Hair -$ -$
Clothing -$ -$
Dentist -$ -$
Doctor -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Entertainment
Current YTD
Entertainment
Arts -$ -$
Concerts -$ -$
Movies -$ -$
Sports -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - SummaryCurrent YTD
Expenses
Home -$ -$
Transportation -$ -$
Office -$ -$
Food -$ -$
Beauty -$ -$
Entertainment -$ -$
TOTAL -$ -$
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
G r e e t i n g sMonthly Bookkeeping
Service
Now AvailableSee <APT #> for Details …2007
Thank You
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Reporting the results
The ‘visual’ communication
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Home
Current YTD
HOME
Rent -$ -$
Utilities -$ -$
Property Tax -$ -$
Property Insurance -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Rent
Utilities
Prop Tax
Prop. Ins
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Odometer
Current YTD
Odometre
IN
OUT
TOTAL 0.00 0
0
10
20
30
40
50
60
70
80
90
kms
Feb
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Transportation
Current YTD
Transportation
Car Payments -$ -$
Car Insurance -$ -$
Gas -$ -$
Maintenance -$ -$
Public Transportation -$ -$
TOTAL -$ -$
0
5
10
15
20
25
Current
CarPaymt
Car Ins
Gas
Maint
Pub.Transp
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Office
Current YTD
OFFICE EQUIPMENT
Office Space -$ -$
Laptop -$ -$
Cell Phone -$ -$
Phone -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
OfficeSpace
Laptop
CellPhone
Phone
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Food
Current YTD
FOOD
Groceries -$ -$
Dining Out -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Rent
Utilities
Prop Tax
Prop. Ins
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Beauty
Current YTD
BEAUTY
Personal Grooming -$ -$
Hair -$ -$
Clothing -$ -$
Dentist -$ -$
Doctor -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Pers.Groom
Hair
Clothing
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Summary
Current YTD
Expenses
Home -$ -$
Transportation -$ -$
Office -$ -$
Food -$ -$
Beauty -$ -$
Entertainment -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Home
Transp.
Office
Food
Beauty
Entertainment
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
The ‘percent’ of Happiness
What combination of Budgeting and allocating expenses is
adequate and justified ?
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Depending on the role …
Home
Transportation
OfficeEquipmentFood
Beauty
Entertainment
Flexibility and the ability to Adapt
Accommodating a change in income or direction
Having the right contacts that can assist
Having the right products in place to support the unexpectedA balance between
home & home / office
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
The ‘percent’ of HappinessSomething ‘old’ with something ‘new’,
something ‘borrowed’ with something ‘blue’
Good relationships, good contacts, good investment in people
and good creativity with assets on hand
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Thank You
Questions, Concerns, Comments
Please confirm with your accountant for specific tax implications