How Do You Keep Track of the Information in Your Annual Report?

AskPat 2.0: A Weekly Coaching Call on Online Business, Blogging, Marketing, and Lifestyle Design

Pat Flynn

Business Advice, Marketing, Podcasting, Getting Started, Business Strategy, Business, Small Business, Passive Income, Online Entrepreneurship

4.9 • 638 Ratings

🗓️ 22 December 2015

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today's question comes from Kelly, who asks about my annual report. How do I keep track of the information that goes into that report? Kelly's site is http://wirededucator.com/. You can see my income reports here: http://www.smartpassiveincome.com/my-income-reports. The tools I mention are the Chrome extension Speed Dial 2 (http://askpat.com/speeddial2) and 1Password (https://agilebits.com/onepassword). Do you have a question about bookkeeping or income reports? Record it at http://www.askpat.com/.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0	What's up, Ask Pat.
0:05.1	AskPack.com.
0:10.7	What's up, everybody?
0:11.8	Pat Flynn here and welcome to episode 501 of Ask Pat.
0:15.0	Thank you so much for joining me today.
0:16.7	As always, I'm here to help you by answering your online business questions five days a week.
0:20.3	All right.
0:22.5	Here's today's question from Kelly.
0:30.2	Hi, my name is Kelly Croy, and I have a blog and podcast at wirededucator.com.
0:35.2	My question is for Pat regarding his annual report. I really enjoy looking over Pat's annual report, and I realize it must take
0:40.8	a great amount of time and care to keep track of those numbers and write that report. It's very
0:47.1	helpful for me as a family man and entrepreneur to see Pat's goals, both financial and personal and family, and to track sales.
0:58.7	And I would like to do something very similar to that.
1:01.3	I'm wondering how Pat keeps track of those numbers.
1:05.4	It seems like it would require a lot of work in time.
1:08.1	Does he do it daily?
1:09.1	Does it do it monthly?
1:10.2	Does he hire somebody to do it?
1:12.1	And if he does, I'm also wondering what did Pat do to keep track of this before he hired someone
1:19.3	as an assistant to keep track of that. So thanks again. And Pat, I hope you did really well on your
1:24.0	triathlon.
1:25.6	Hey, what's up, Kelly? Thank you so much for the question today.
	...

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