The Money Part

The Money Part

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The Money Part episodes

  • Ep 4 | The Soft Close: Turn Your Year-End CPA Meeting Into a Strategy Session

    Your October CPA meeting shouldn't be a panic session. It should be a strategy session. In this episode, Barb Fisher shows small business owners how a soft close in the fall buys you time to actually act on your numbers, while you still can, instead of just reporting what already happened.

    In this episode, you'll learn:

    -What a soft close is, and why October beats waiting for year-end
    -The cleanup that pays off: reimbursements, stale checks, and missing expenses
    -How to tell whether your tax account is actually on track
    -How to decide if a big purchase should land this year or next
    -What to bring your CPA (your P&L and balance sheet) and the questions to ask

    Your one move this week: Get your P&L and balance sheet ready and book the meeting. If you don't have a CPA yet, start asking around now.

    Not tax advice. Your CPA has the final word on your situation.

    Resources and links:
    Free Profit First assessment: https://lp.fisherbusiness.net/profit-first-instant-assessment-worksheet

    Book a free consultation with Fisher Bookkeeping: https://fisherbookkeeping.com/schedule-your-consultation/

    21 min
  • Ep 3 | Profit First in Plain English: What It Is and Who It's Not For

    Profit First, explained the way you wish someone had explained it to you. Barb Fisher walks through what the Profit First method actually is, the simple flip at the heart of it, and, just as honestly, who it's not for. No hype, no magic, just a structure that makes paying yourself automatic.

    In this episode, you'll learn:

    • What Profit First is
    • The flip that changes everything: profit first, expenses on what's left
    • Why it's structure, not willpower, that makes it work
    • Who Profit First is honestly not for, and the first tiny step if it is

    Your one move this week: Just understand the idea. Change nothing yet.

    Resources and links:

    Free Profit First assessment: https://lp.fisherbusiness.net/profit-first-instant-assessment-worksheet

    Book a free consultation with Fisher Bookkeeping: https://fisherbookkeeping.com/schedule-your-consultation/

    Related: Ep 5, The Bank Account Setup That Changes Everything


    23 min
  • Ep 2 | The One Number Most Small Business Owners Ignore

    Revenue feels good, but it can hide whether your business is actually surviving. In this episode, Barb Fisher breaks down the one number most small business owners ignore, why it tells the truth when revenue flatters, and how to find it in about five minutes. This one's for any owner who's had a big sales month and still couldn't cover rent.

    In this episode, you'll learn:

    • Why revenue is a vanity number and what to watch instead
    • The difference between revenue and profit, in plain English
    • How to find your real number in five minutes, no fancy tools
    • What a healthy version looks like, and what an early warning sign looks like

    Your one move this week: Go find your number, then check it again next week.

    Resources and links:

    Free Profit First Instant Assessment:  https://lp.fisherbusiness.net/profit-first-instant-assessment-worksheet

    Book a free consultation with Fisher Bookkeeping: https://fisherbookkeeping.com/schedule-your-consultation/

    Related: Ep 3, Profit First in Plain English


    15 min
  • Ep 1 | Why I Started The Money Part (and Who It's For)

    Welcome to The Money Part, the weekly show that makes the money side of running a small business make sense, without the jargon. In this first episode, Certified Profit First Professional Barb Fisher shares why she started the show, who it's for, and what to expect each week. If you're great at your craft but no one handed you a manual for cash flow, bookkeeping, taxes, and paying yourself, this is your show.

    In this episode, you'll learn:

    • Why so many successful owners are quietly uneasy about their own numbers, and why it's fixable
    • Exactly who The Money Part is for, and who it's honestly not for
    • How the four episode types each month work, plus the monthly Studio Series for dance studio owners
    • What a weekly, plain-English money habit can do for your business

    Your one move this week: Subscribe, and send this to one other business owner who'd feel less alone knowing this show exists.

    Resources and links:

    Free Profit First assessment: https://lp.fisherbusiness.net/profit-first-instant-assessment-worksheet

    Book a free consultation with Fisher Bookkeeping: https://fisherbookkeeping.com/schedule-your-consultation/



    9 min

About The Money Part

From the publisher's feed

Weekly, plain-English money help for small business owners: cash flow, Profit First, bookkeeping, taxes, and paying yourself. With Barb Fisher. New episodes on Wednesdays.