Welcome to Episode 197 of The Numbers Game. In this episode, we get tactical and break down how you can master the new fin year! We explore the importance of strategic planning and vision sharing with your team, leveraging technology and AI, improving customer relationships, and the need for regular budget check-ins to ensure you stay on track. Get intentional and have your best (fin) year yet!

On this episode, we discuss:

• Planning and Strategy Days
• Budgeting and Financial Planning
• Seasonality and Sales Cycles
• Leveraging Technology in Business
• Streamlining Business with AI
• Leveraging Technology for Efficiency
• The Importance of Real-Time Data
• Customer Relationship Management
• The Power of Google Reviews
• Compliance and Risk Management
• Proactive Financial Planning

Check out the free resources from Inovayt here.

Send us an email: [email protected]

The Numbers Game is brought to you by Future Advisory & Inovayt.

Hosts:
Nick Reilly
Jason Robinson
Martin Vidakovic

This podcast is produced by VIDPOD.

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