“Smart business owners take the time to get the feedback.”
— Melissa Houston
If your fiscal year begins in January, then you’ve just exited your third quarter. In this episode, you’ll learn what your quarterly numbers can tell you… and how you can use them to gain insight into — and ultimately improve — your business!
While I definitely believe that business owners should look at their numbers every single month, your quarterly numbers are an excellent signal of the health of your business. They illustrate your strengths and weaknesses, letting you know how to tweak your financial plan going forward.
And speaking of financial plans, I’m also going to walk you through the 6 biggest benefits of creating yours!
On another note, this episode of the Business Society Podcast is a bit of a celebration — this week marks the one-year anniversary episode! Through the past year, we’ve had solo episodes, guest interviews, and one big rebrand.
I’ll be honest — I was scared to death when I first started the podcast. I had no idea what I was doing, what to expect, or whether I’d find an audience. All I knew was that I wanted to help small business owners and entrepreneurs become more financially literate, build their wealth, and create a brighter future for themselves, their teams, and their families.
And I’m thrilled that the podcast has resonated with so many of you!
In this episode, you’ll discover:
- The 6 practical advantages of creating a financial plan — and why you should plan for Q4 right now
- Why sales don’t actually make you a successful business (and what actually does!)
- How you can help the podcast grow bigger and better and help other business owners access great insights
Highlights:
01:05 Intro
02:27 One-year anniversary!
04:33 Your Q3 results
05:37 How your numbers help you
06:27 Making money is a GOOD thing
07:42 Create Q4 & 2022 plans now
08:42 Money management
09:57 Resource allocation
11:09 Performance monitoring
11:48 Decision-making
13:04 Identify problems
14:17 Understand your finances
15:55 Plan for the future
Links:
The Ultimate Creative: https://theultimatecreative.com
Discovery call: https://www.melissahoustoncpa.com/money-breakthrough-call
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 Instagram @melissahoustoncpa, Linked in @melissahoustoncpa and visit my website: https://www.melissahoustoncpa.com.