Financial wellbeing for business owners toolkit

Introducing the Monthly Financial Wellbeing Routine for Business Owners! This toolkit is designed to help entrepreneurs and business owners take control of their financial health. Led by Rachel Harris this kit will offer valuable insights, practical strategies, a checklist for every month in your business and essential tools to ensure the financial well-being of your business on a monthly basis so you can avoid those anxiety filled talks with your accountant.

As a small business owner, you will have thousand other tasks to do so its easy to let those dreaded finances slip to the back of your mind. However, by establishing a well-structured routine and implementing effective financial practices, you can gain confidence and make informed decisions that contribute to long-term success.

Whether you're a start-up founder, small business owner, or seasoned entrepreneur, this toolkit will equip you with the necessary knowledge and skills to optimize your financial management processes.

With this kit, you will:

1. Learn how to create a monthly financial routine that aligns with your business goals and objectives.

2. Explore key financial metrics and indicators to monitor regularly to assess the financial health of your business.

3. Understand how to develop and maintain an effective budgeting system that maximizes your resources and minimizes expenses.

4. Discover strategies to streamline your invoicing, cash flow management, and financial reporting processes.

5. Gain insights into tax planning and strategies to optimize your business's tax position.

6. Learn about essential financial tools and software that can simplify and automate your financial processes.

7. Understand the importance of setting financial goals and creating actionable plans to achieve them.

8. Get expert advice on risk management and contingency planning to safeguard your business against unforeseen circumstances.

Whether you're seeking to enhance your financial decision-making abilities, increase profitability, or build a sustainable business, the Monthly Financial Wellbeing Routine for Business Owners webinar is your go-to resource. Register now for the Monthly Financial Wellbeing Routine for Business Owners webinar and unlock the financial potential of your business.






About the author

Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages..

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