Running a business feels a lot like juggling sometimes. Between serving clients, creating content, and managing your to-do list, keeping track of your finances often slips to the bottom of the pile. But what if spending just one hour a month with your numbers could transform your business?
Why Monthly Money Meetings Matter
Think of these meetings as your business compass. They help you:
Spot trends before they become problems
Make confident spending decisions
Know exactly when to invest in growth
Feel in control of your business finances
Creating Your Monthly Money Meeting Routine
Pick a date:
Choose the same day each month (like the first Monday)
Schedule it when you're fresh and focused
Block out a full hour in your diary
Treat it like a VIP client meeting
Your Monthly Money Meeting Checklist
1. Review Your Numbers
Check your bank balance
Look at money coming in
Track money going out
Compare to last month's figures
2. Ask Key Questions
Which services or products brought in the most money?
Where did unexpected expenses crop up?
Are any subscriptions due for renewal?
Do any prices need reviewing?
3. Plan Ahead
Note upcoming expenses
Schedule invoice reminders
Plan for quiet periods
Set next month's income goal
Making Your Meetings Work
Top tips for success:
Keep it simple - you don't need fancy spreadsheets
Stay focused - turn off notifications
Make it enjoyable - grab your favourite drink
Celebrate wins, no matter how small
Common Money Meeting Mistakes
Avoid these pitfalls:
Skipping meetings when business is good
Getting lost in the details
Forgetting to track cash payments
Not planning for tax
Taking Action
Ready to make Monthly Money Meetings your superpower?
1. Book your first meeting now
2. Gather your basic numbers
3. Use our simple checklist
4. Note any questions for next time
Ready to Make Your Monthly Money Meetings More Powerful?
Does your bank account look fantastic one moment and then leave you wondering where your hard-earned cash has gone? You're not alone.
Get Your FREE Ultimate Guide to Monthly Money Meetings
This comprehensive guide will help you:
- Step into your role as a confident business owner
- Create a budget and cashflow projection
- Ask the right questions about your money
- Be in the 18% of businesses that thrive
Get your FREE guide here [https://www.flourishbookkeeping.club/free-guide
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