Ten Organization Tips before Year End – Belk on Business – Episode 153
1) Best path to peak performance is addressing physical, emotional and spiritual needs before the professional every day
2) Organization is a mindset and process
3) Have a process for tracking transactions
4) Have a process for documenting and sharing records, receipts and tax documents
5) Keep the processes simple
6) Use technology
7) Have a set time weekly you work on the finances
8) Have a set place you keep required paper records
9) Talk to attorney and accountant about recordkeeping requirements
10) Have a year-end call with tax professional, attorney and financial planner
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