Episode Details

Hey friend!

Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too! 

1. Which service offerings / packages sold the most or the least?

2. What were my marketing efforts? How much did they cost? Did they produce how I expected?

3. Do I have any unnecessary expenses?

4. What changes do I want to make going into next year?

5. What investments do I want to make going into next year?

Other episodes mentioned:

https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 

https://podcasts.apple.com/us/podcast/011-streamlining-your-business-utilizing-dubsado-quickbooks/id1707561040?i=1000636758280 

https://podcasts.apple.com/us/podcast/006-take-the-boring-out-of-bookkeeping-hacks/id1707561040?i=1000632414398 

Learn more about working with Erika here:

https://erikamillard.com/ 

Learn more about the mini course Erika mentions here:

https://erikamillard.com/budget 

Don't forget to download the free Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist 

Happy Bookkeeping!