YEAR END FINANCIAL PLANNING

This presentation was initially made at the Capital PC User Group Consultants and Entrepeneurs Special Interest Group meeting November 04, 1999.  The presentation was made jointly with a financial planner and accountant.  The program focused on issues that affect consultants and very small business owners, particularly those who are new to the field or are considering consulting or starting a small business.  Mr. Van Akkeren is available to make the presentation.

1. Introduction
2. Financial planning should go on all the time
3. Financial planning triangle
4. Preliminary tax evaluation
5. Evaluate personal/corporate situation
6. Purchases over next several months
7. Comparisons of financials
8. Prepare next year's budget
9. Evaluate accounting system
10. Consult accountant and/or financial planner
11. Comments
12. Questions