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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/
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:
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
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:
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
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:
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/
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.