Free live class, Thursday at noon MT, 45 minutes
Know your three numbers before tax time finds them.
Your bank balance says you're fine. Your accountant says you owe. Learn to read what's really in your business, using your own numbers.
The three numbers we'll find together
Bring last month's bank statement. You'll fill these in during class.
1Cash you can really spend, after what's already spoken for
2Money customers owe you, and how late it's running
3What to set aside for taxes each month, so April isn't a shock
You'll leave with
A one-page scorecard
Your three numbers on one sheet, filled in before the class ends.
A 20-minute Friday habit
A simple weekly routine that keeps the numbers from going stale.
A list for your accountant
The questions worth asking, so that next meeting saves you money.
Your host
Dana Whitlock runs Tallywell and teaches owners to read their own books without the jargon. Dana is a made-up host for this demo.