Planning for Tomorrow to Help You Today
Business & Marketing

Planning for Tomorrow to Help You Today

Author(s): Ruth Cox

1CE credit 2 Lessons Text

Budgeting and planning for the next fiscal year is an important aspect of any business; however, massage therapists tend to neglect this important part of their practice management. Taxes also play an important role in planning for next year. This session will focus on the fundamentals of why planning is so important, and how to use information that is already known to inform the next year’s budget.

This course is presented with a video and audio component.

Participants will be able to:

  • Discuss the importance of budgeting and planning for the next year.
  • Identify the previous year’s revenues and expenses and how that information informs the next year’s budget.
  • Explain how to organize financial information to pass on to a tax professional.

  1. Planning for Tomorrow to Help You Today
  2. Resources and Handouts

Ruth Cox is an experienced accountant with expertise in budget management and accounting for small businesses. In addition to having her MBA in Accounting, and being a certified QuickBooks Pro Advisor, Ruth has over 30 years of accounting experience.