This month we wrap up our three-month series on planning for 2018 with a process for creating a simple budget. Below you'll also find a link to last year’s article on preparing for year-end financial tasks.
 
Many entrepreneurs—whether you work in the world of small business or nonprofits—are overwhelmed and intimidated when faced with the prospect of taking a deep dive into business financials. You spend all of your time and energy creating products and experiences, marketing, managing employees, serving clients and customers, tracking your daily income and expenses...the list goes on and on. But there’s nothing quite like creating a budget to help you reach your business goals. 

As 2016 comes to a close, it’s helpful to look ahead to the year-end financial tasks that January brings. If Clarity supports you with financial services, it is likely your representative has been gathering and entering this information into your system throughout the year. If, however, you have been in charge of your data, then this list should be a helpful guide for you to check your current information: