You'll learn...
How to Evaluate your Debt and Expenses. Using your own financial statements and a couple of easy formulas, learn to assess your debt so you can determine if the loan you're considering is worth it, and how it will affect the overall health of your business. Determine if your pricing strategy is on point, where you're spending the most money, and where you can cut costs.
Analyzing your cash flow with my bucket system. Easily my favorite topic, the bucket system will show you how to pay yourself, save for taxes, cover your operating expenses, and give yourself a bonus. I'll walk you through determining your current percentages and how to set up the best system for you!
Plan with Purpose - a conversation with CFP(R) Catherine Valega. A conversation with a Certified Financial Planner (R) about all the things you should be thinking about to secure your financial future and in what order.
1. Bonus Module Intro
2. Balance Sheet/Asset to Debt Ratio Analysis
3. Profit & Loss Analysis
4. How Do I Analyze My Cash Flow (Using the Bucket System)
5. Smart Women Plan with Purpose - a conversation with Catherine Valega, certified financial planner
BBtB Bonus Module
