how to get the most out of your subscription

The biggest financial mistake business owners make is not taking the time to manage finances.

it’s much easier to ignore finances than to spend time looking at numbers you don’t understand - but this is why businesses fail every day.

To get the most from this subscription - set aside AT LEAST 2 hours a month to focus on the numbers. some owners may need more than that as they grow or will need to spend more time during specific phases of their business.

To set yourself up for success with this subscription take these steps:

  1. Set up a kick-off call right when you start - but it’s okay if you need to wait a month or two.

    >> go to the welcome kit to schedule your call

    >> use this call to build a plan with a CFO

  2. Get all the monthly accountability calls on your calendar and stick to them

    >> the best thing you can do for your business is to choose to pay attention to your finances. The accountability call is built to do just that, the more you stick to it the better off you will be!

  3. Join the workshops- or catch the recordings later

    >> these workshops are meant to guide you at the level of finance needed for CEOs and business owners to thrive and they’re all recorded.

  4. Ask questions in the Slack channel directly to CFOs and to the group

    >> the Slack channel is one of the best tools we have.

    >> for CFO level questions use the channel #Ask-A-CFO

    >> for peer questions use the channel #Ask-the-community

  5. Spend time reviewing the templates and use what makes sense

    >> the best tool for you is the one that you use - not the fanciest or the one that everyone else is raving about.

    >> always start with understanding WHY you need a tool and how you will use it before you invest in it

    >> a few notes about these templates

    >> they are meant to be simple - they may be TOO simple and only used to get you started - or they may be perfect for your business

    >> try them out, email or slack message a CFO if you need help understanding them (video tutorials will come out soon!)

    >> some are made to be ongoing tools for (example: cash flow & budget) and some are one-time tools (examples: working capital, cash reserves)