how to create a profitability plan

How to Turn a Budget and Cash Flow Projection into a Profitability Plan

Creating a solid financial plan for your business can feel overwhelming, especially when juggling budgets, cash flow projections, and profitability goals. But what if you could combine these financial tools into one powerful strategy? That’s exactly what a profitability plan does, and it’s one of my favorite methods to help business owners gain clarity and…

7 Do’s and Don’ts of Properly Managing Your Finances

Managing your finances yourself can be a very daunting task.  If it’s not your wheelhouse it can be overwhelming, confusing and frustrating.  And when those feelings set in, often times everything gets murky and transactions aren’t coded properly, if they are recorded at all. So here are 7 do’s and don’ts that you should heed…