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Jennifer Haley - Modern Finance
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    JENNIFER HALEY, CPA

    Hi there, I'm Jennifer Haley, CPA. I'm here to help business owners get a handle on their finances so they can get back to doing the things they love. 

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GOAL SETTING

1/20/2021

 
Goal setting can be intimidating and overwhelming, I find the biggest reason people don't set goals is because they truly don't know how to set goals. Below is a framework on how I create my goals :)

BRAINSTORM 
Set a timer for 5 minutes, imagine that this piece of paper is your wish fairy  and everything your write down WILL come true. Think of what your ideal life is if you could literally do anything, think of this paper as the list of how you will make that happen.
  1. Ask yourself, “if I could be anything, do anything, or have anything what would it be?”
  2. Write down everything that excites you.
  3. DO NOT feel you need to be realistic, there is absolutely no judgement, no one will read what you write down so there is no reason to justify it!
 
REVIEW
Review all of the goals you have written down and narrow down your list to what you believe is your truth and what must happen for you.
  1. Do this by asking yourself, is this something I truly want, does it get me to my 5, 10, 20-year plan?
  2. Is it important enough to spend hours of my time and effort on?
 
PUT IT ON PAPER
Write each down each goal from above leaving space for further detail.
 
ACTION PLAN & MAKE IT MEASURABLE
Create your action plan for each goal by ensuring it is SMART (Specific, measurable, attainable, realistic, timely).. Write out:
  1. How you meet the SMART objectives,
  2. How you will incorporate the goal in your habits,
  3. How you will celebrate your successes along the way.
 
VISUALIZE IT
Begin the work on your vision board!
  1. Find a spot where you will be able to see these goals daily.
  2. Add your goals, action plan, and timeline.
 
TAKE ACTION!!!
Lastly and most important, take action on your goals! Use your goals to help you make decisions in your day to day life, and then CELEBRATE any and all of your successes, no matter the size!

Jennifer H.
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HOME OFFICE

1/7/2021

 
Click the button below for a template that will help you organize your home office expenses for your sole proprietor tax return.
Home Office Expense Template
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TAX CHECKLIST

1/6/2021

 
Putting off doing your taxes because you don't know where to start. Click the button below for a checklist to help you organize and gather everything you need!
TAX PREPARATION CHECKLIST
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