Summary

In this episode of Harmonious Wealth, Iyanna Vaughn discusses the onboarding process for financial support services, detailing the steps clients will take in the first six weeks. She emphasizes the importance of a streamlined approach to financial management, including the profit planning intensive and cash flow strategies. The conversation highlights how clients can transform their financial experience and gain insights into their business's financial health.

Takeaways

• You don't need to manage finances alone.
• The onboarding process is streamlined and supportive.
• Profit planning is a holistic approach.
• Understanding cash flow is crucial for business health.
• The cash flow compass provides actionable insights.
• Clients receive a personalized treatment plan.
• The first financial report is delivered by week six.
• Transformational support is available for business owners.
• The CEO salary calculator helps determine personal pay.
• Regular communication through Slack enhances support.

Chapters

00:00 Introduction to Financial Support

00:47 Onboarding Process Overview

02:47 Kickoff Call and Initial Steps

04:02 Profit Planning Intensive

05:45 Cash Flow Compass Explained

09:04 Finalizing Bookkeeping and Reporting

10:37 Transformational Experience with Financial Strategy

Past Episodes Mentioned: The Overflow Method Series

• E37: You Don’t Need More Revenue—You Need a Rhythm (And a Profit Plan)
• E36: Profit Leak Detection: Stop the Financial Drains
• E35: Financial Storytelling: Making Sense of Your Numbers
• E34: Vision Casting: Building With the End in Mind

MENTIONED IN THIS EPISODE

• Learn more about The Financial Strategy Experience - lovelyfinancials.com/strategy 
• Get The CEO Salary Calculator - lovelyfinancials.com/ceo 
• Get the Cash Flow Planner - lovelyfinancials.com/planner