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2015 personal finances

Making Sense of Your Professional Finances

We were excited to launch our 2015 HIPWF program with getting a head start on our finances! In our first meeting of the year, we received advice on good principles of personal finance as well as ideas on how to set up a few easy bookkeeping options for your business.

Tracie Marquardt and Marjorie Simon-Meinefeld, with expertise in the audit, finance and legal fields, made dynamic presentations to help us see some of the basics more clearly. They gave us some clever techniques, tools, tips and tricks to help us all better understand the processes of managing our professional finances.

Marjorie focused on personal financial know-how and Tracie shared her bookkeeping system. They finished by answering attendees’ questions and started a launching pad for further discussions about tax consulting and getting “healthy and wealthy.”

Tracie has put her background as a Canadian Chartered Professional Accountant to good use since launching her training and coaching business, Quality Assurance Communication, in 2013. Tracie developed her own bookkeeping system that thus far seems to satisfy her tax accountant and the HD Finanzamt.

Marjorie is a military veteran, trained chef, and legal expert for the US government. She has studied the principles of personal financial management for over 20 years and regularly puts them into practice for herself, her family and her business, Anything Vegan, which she co-owns with her sister in the US.

Date: Saturday, January 31, 2015

Location: Perkeo Restaurant, Heidelberg