“It’s through reflection that we take away lessons and we can make improvements.”
— Melissa Houston
We made it. We’ve reached the end of 2021.
And what a year it has been!
This is the perfect time to look back and reflect on how far you’ve come, the decisions that you’ve made in your business, and the impact that you have created.
It’s also the perfect time to start thinking about your financial goals for the next year.
A goal without a plan is just a wish, so if you want to make big moves in the next 12 months (and earn big profit), I highly recommend that you take some time right now to map out your goals and put a plan in place to achieve them.
Remember: 82% of businesses fail due to financial mismanagement!
I would love to help you get set up for success in 2022. The last episode of 2021 covers how to create a S.M.A.R.T. financial plan (yes, I explain the acronym!), what you can learn from reflecting on the last 12 months, and why monthly goals and assessments are absolutely essential for staying on track.
In this episode, you’ll discover:
- The importance of mapping out your financial goals for your business in 2022
- Why just having a plan isn’t enough — and the steps you need to take to achieve your goals
- How to analyze your income statements in order to gain valuable insights into your business
Highlights:
01:04 Time to reflect
02:25 Don’t take feedback personally
03:15 Happy holidays!
04:53 Starting the New Year on the right foot
06:04 Money management is mandatory
06:51 VIP half-day sessions & other packages
09:25 3 ways to work with me
11:19 Income statements
12:47 Create a S.M.A.R.T. financial plan
15:44 Goal v. wish
16:16 Monthly goals
19:09 Accountability
20:18 Measure progress against goals
21:26 Pay yourself & profit margins
22:52 Make informed business decisions
24:29 Recap
Links:
The Business Society: https://thebusinesssociety.co
5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap
Work with me: https://www.melissahoustoncpa.com/work-with-me
Want more tips and inspiration? Follow me on Twitter @melissahcpa and Pinterest @melissahoustoncpacga and visit my website: https://www.melissahoustoncpa.com
Need a Fractional CFO? Check out The Fractional CFO Agency!
