As this year comes to a close, I bet a lot of you are reflecting on what you should do next with your finances.
Maybe you just started your business, or you came across substantial growth, or perhaps you’re right smack in the middle… regardless of what phase your business is in right now, you’re going to need to start implementing…
My 5 actionable steps to make the most out of your finances:
- Open up a business bank account.
- Set up Quickbooks.
- Start forecasting.
- Hire a bookkeeper.
- Hire a CFO.
I’ll be guiding you through these steps and which phases usually requires certain action. But don’t worry! We’ll be starting out with some easy + beginner-friendly advice, and then we can wind our way up to the more advanced entrepreneurial steps.
So, if you’ve been lagging behind on how you can best support your business’ finance department, then you should definitely give this episode a listen!
“I really love the phrase ‘Begin as you mean to go on’. Set things up now, for the business owner that you want to be 6 months or a year from now.”
– Stephanie Skryzowski
What you’ll learn in this episode:
- What you should do next with your business finances
- Why you need to open a business bank account
- Quickbooks and how it will help streamline your finances
- What is a forecast and why you should start implementing them in your biz
- Do you need a bookkeeper or a CFO? What’s the difference?
Links mentioned in this episode:
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CPA, CFO, CFP? What’s the difference? If you need clarity on which finance pro you need for your organization, then take FINANCE PRO QUIZ – it only takes 3 minutes!
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