Going Beyond Revenue Cash Handling System
Money is the foundation for all sustainable businesses. And, Money amplifies the impact entrepreneurs want to make in the world. To that end, a Cash Handling System is something every entreprenuer needs to have on their side. Before going through the worksheet, consider my companion blog post here.
Use this blog, infographic, and worksheet to help you quickly implement the system.
What I Want Financial Planning Worksheet
It's time to take and call your power back - by creating what I call "The Magnificent World-Changing Freedom Map" (aka a living, breathing, Financial Plan). There is no right or wrong way of crafting this plan. Remember, what you’re creating right now is a possibility, a target that you will be working towards.
This plan will help you keep focus and measure your progress. In the worksheet, you will also be directed to use this in conjunction with my "9-Step" blog post here.
Three Steps to Increase Profit in Your Business
Let's redefine Profit! In this workbook, I show you how to love your numbers (yes, really!) and walk you through 3 steps to increase your profitability.
Most people see an improvement in their profitability within 2 or 3 weeks of completing all the steps.
7 Steps to Craft Your Financial Plan
If you've already used the tools above, then you're really, really ready to Plan it Like You Mean It.
This is the guide that will help you do just that. You have to prioritize It and plan for Profit - Profit doesn’t happen by Luck, it happens when you are intentional.
So let's get started!
Understand Your Business Financials (and your top KPIs)
The best way to understand the brutal facts of reality in your business is to track the numbers and then keep a watchful eye on them as your business evolves.
The numbers then help you make key financial decisions. They are the key to creating a durable, sustainable business model.
Let's get you that concrete information to inform those decisions!
Cover Your Financial Butt Checklist
No more wondering or misunderstandings!
The Cover Your Financial Butt Checklist is the bookkeeping process your financial team must provide for you.
Use this handy checklist to find the holes in your system, plus recommendations for how to fix them!
For years the main questions I'd get from business owners were around banks. Cash vs. Banking, Personal vs. Business, Virtual vs. Brick and Mortar.
So I drew up this FAQs sheet to help you navigate around these questions for you and your business.
Resilience is the process we use to adapt ourbehaviors and life in the face of adversity, trauma, tragedy, threats or significant sources of stress.Resilience not only involves how we "bounce back" from those experiences, it can also provide aprofound personal growth opportunity.
As the leader of your business, do your own check-in first using the checklist.
Then use the information to check-in with your team, family, and those that are sharing your space right now. You can also download the Leader's Companion Guide below. This guide is to help leaders in opening up the conversation with their team around learning how to create their own personal resiliency plan and to ask leading questions about their own mental health needs.
For even more information as to why resiliance is important, especially now, read the blog here.