In Episode 83 of Prosperity on the Horizon, we delve into how to streamline your finance function by establishing a solid, consistent workflow. The episode emphasises the importance of a proactive approach, detailing tasks such as regular bookkeeping, reconciliations and timely reporting. By building a tailored rhythm, clients experience fewer surprises and can make informed decisions with confidence. The episode also highlights the importance of clear communication, use of practical tools, and regular client check-ins to anticipate and prevent potential financial issues. You can also hear about our upcoming '3- Week Business Reset' that is designed to help business owners understand their numbers and manage cash flow more effectively.
00:00 Introduction to Episode 83: Streamlining the Finance Function
00:21 Understanding Our Workflow and Client Expectations
01:24 Building a Consistent Finance Rhythm
03:26 Clear Communication and Practical Tools
04:56 Proactive Financial Management
06:00 Real-Life Example of Proactive Support
08:19 Recap and Final Thoughts
09:14 Upcoming Program: Three Week Business Reset
If you are feeling like you’re doing everything but nothing seems to work, it’s crucial to get your business back on track. If you are ready to master the ability to use your numbers for maximising your profit and cash in your business, be the first to be notified about our ‘3-Week Business Reset’ and start building your dream business and life!
We will continue to cover topics that matter most to you - from unlocking profit opportunities to simplifying financial processes.
If you are listening to this podcast, chances are you are already on your way to exploring your numbers with a desire to understand and master your business finances, realising the transformative power that numbers hold for your business success.
To help you on your journey of building a thriving business with healthy cash flow, I’ve published a podcast series (Episodes 1-8) to highlight the biggest mistakes that prevent businesses from succeeding. To assist you in maintaining a healthy cash flow in your business, I walk you through The 7 Deadly Cash Flow Sins and give you tips and strategies on how to overcome them.
You can grab a free copy of my e-book ‘The Seven Deadly Cash Flow Sins’ right here, right now.
Is your business making money but your bank account doesn’t show it? Use this FREE 7-Point ‘Plug the Profit Leaks’ Checklist to fix the gaps, take back control and start paying yourself with confidence.
Download our SMART GOAL SETTING guide which will help you achieve your business dreams in 2025!
STOP wasting money and start using this simple tool to track and cut unnecessary business expenses. Download our Subscription Tracker Template which will help you take control of your expenses, eliminate waste and keep money in your business!
Complete our FREE ‘Business Health Check’ form to give you insights into where you’re strong or weak in your business, where there are opportunities to improve, how your business is performing in terms of profitability, cash and time.
Join THE INTENTIONAL ENTREPRENEUR COMMUNITY today, a space for impact-driven entrepreneurs who are eager to think strategically and intentionally to build a thriving business and life.
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If you’d like to find out more about Julianna and her business, visit www.horizonaccounts.com.au or follow her on LinkedIn and Instagram @horizonaccounts or book a free 30 minute Business Diagnostic Review Call.
Stay tuned for the next episode of Prosperity of the Horizon, the podcast that transforms businesses through the power of numbers and the story behind them.