Today, we're setting aside intentional time to review our business finances for June. This isn't about perfection. It's about awareness. The better we know our numbers, the better decisions we can make.
Today's Plan
๐ Welcome & Check In (5โ10 min)
- How are you feeling about your business this month?
- Spreadsheet Walkthrough (5 min)
The goal is to build the habit.
๐ป Quiet Coworking (40-45 min)
Now it's work time
Use this time to:
- Download statements
- Categorize expenses
- Update your spreadsheet
- Review June income
- Calculate profit
- Make notes about what stands out
I'll stay here working on mine, too.
๐ก Ahas & Reflection (5 min)
Share if you'd like:
- What surprised you?
- What expense was worth every penny?
- Anything you'll spend differently next month?
- What investment are you most excited about?
โก๏ธ Next Steps
Before we leave, write down one action you'll take because of today's review.
Examples:
- Cancel a subscription
- Increase marketing
- Open a business HYSA
- Follow up on unpaid invoices
- Invest in a tool or education
- Start tracking something you've been ignoring
Small financial habits, repeated every month, create remarkable businesses over time.
Join us live in five if you can!