Private Business Manager Tim Schuster discusses a quarterly planning calendar, budget, tax planning, accounting and your trusted advisor.

Creating a Quarterly Planning Calendar


A great New Year’s resolution for your business, if you already aren’t doing so, is to develop a quarterly planning calendar. In this episode of The Bottom Line, EisnerAmper manager Tim Schuster gives you a blueprint for developing this how-to list, including the key action items for each quarter. 


Dave Plaskow: Hello and welcome to The Bottom Line. This podcast examines the everyday business and finance issues faced by closely held and private businesses. We hope to provide you with news you can use in what we like to think of as a jargon-free zone. I'm your host, Dave Plaskow, and with us as Tim Schuster, a Manager in EisnerAmper’s Private Business Services Group. Today we'll discuss with Tim what you should have on your quarterly planning calendar. Tim, hello.
Tim Schuster: Dave. Great to see you.

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Mr. Schuster is a Manager providing tax compliance services to individual filers, as well as assistance on tax returns for companies in the manufacturing and real estate industries.

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