Facebook
LinkedIn
Close
Back

Client Login

- Individual Clients
- Business Clients
- Client Employee


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

QuickBooks Online

BOSS™ Accounts Payable Documents Login


Video Meeting

Join a scheduled video meeting with our staff.
Join Meeting
Close
Send Request

Helping you reclaim your time,

so you can be the master of your life

Financial resolutions for 2020…Get on a healthy track as the New Year kicks off

January 2, 2020

The New Year is the best time to take stock of your finances. So, as you begin the season of self-reflection and goal-making, take the time to review your spending and start making plans for a financially healthy 2020! Here are a few tips to get you started:

  • Start with your goals—Record what you want to achieve. Is it paying off credit card debt? Buying a home? Saving more for retirement or your child’s college fund? To achieve goals, you must first get specific and then plan your attack.

  • Make a budget—Creating a budget allows you to identify where you might be overspending. Take some time to review year-end credit card reports, for example, to help pinpoint spending leaks.

  • Check in on your credit rating—If you’ve ignored your credit score for some time, it’s probably time to check in. Request a free credit report and review it for potential issues. It’s better to find them now and work to correct mistakes before they turn into something big down the road.

  • Identify cut-backs—Don’t go crazy and deprive yourself, which is the fastest way to fall off the wagon. Instead, identify easier, more digestible cut-backs. For example, plan one stay-cation this year where you and your family spend quality time at home. Or, instead of joining an expensive gym, create an exercise plan that you can execute on your own or with friends. You can also cut out small purchases, like that daily latte from an expensive café chain.

  • Cut the cable cord—While this could be listed under “Identify cut-backs,” we thought it deserved a little spotlighting. Cable services can be very expensive. And with all the cost-effective streaming services available today, do you really need it? Consider dumping your cable and replacing it with Netflix, Amazon Prime, Hulu or even a digital antenna.

  • Bulk up your HSA—Adding a little extra to your Health Savings Account is a tax-savvy way to save for future medical expenses. Check with us for current HSA contribution limits.

  • Educate yourself—There are a lot of outstanding finance-based podcasts out there. Do some research to identify a few and then subscribe. Education is the key to smart financial action.

Start 2020 out right and get on track for a financially healthy year. Let us know if we can help you with your planning.

Back to List


Client Testimonials

  • Todd Timmons, Chairman at Reidville Fire District

    "The BOSS program has been an exceptional addition to the Reidville Fire District. It has eliminated the need for administrative staff. The cost of his program directly benefits the District, which allows more funds to..."

    read more
  • David Taylor, CEO and President at the University Center of Greenville

    "Greene Finney, LLP has been the University Center of Greenville's accounting services provider for over six years; handling general ledger, financial reporting, payroll, 401k funding, bank account reconciliations, and tax reporting. They utilize state of the art technology and..."

    read more
  • Tommy Norris, Fire Chief at Poplar Springs Fire Department

    "Prior to implementing BOSS with Greene Finney, we were utilizing a firm that relied on hand delivery of bills and deposits as well as a manual signature every two weeks. Reports were hard to retrieve and were not very user-friendly. Since switching to BOSS with Greene Finney, we have been completely..."

    read more
  • Joel Manning, Finance Manager at Chester Sewer District

    "BOSS is a very cost-effective solution for your back office accounting needs. We get access to highly qualified and well-trained staff that we could not afford to hire directly. Through BOSS, Greene Finney handles..."

    read more

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

Latest from Our Blog


Help us. Help others.

Tell us about your experience with our firm.

Review Us