The Wealth Exec podcast

Budget/Forecast/Projections - How's that going?

Click the link to get your workbook.

https://witty-thinker-2001.ck.page/6072329a8a

1. Are you a creature of habit?
2. Brainstorm/ Assess Usefulness
3. Team Involvement in Process
4. Employee Message - Don't let obstacles dictate your future
5. Involvement In Your Employees and Community

Final Thoughts

5 Keys- Organizational Purpose Aligned with Profits

link to free workbook https://witty-thinker-2001.ck.page/080ec99009

Organizational Purpose

Team reflects the atmosphere you desire to create

New Beginnings - why KPI and other indicators are not useful

Grace with Change

Power of Team

The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you in achieving your business objectives.

Workbook link :

https://witty-thinker-2001.ck.page/afb2dbb2da

3 Keys we will work through :

Kindness = Truth (Even when it hurts)

Change = Start where you are right now. Going forward, remember it is a by-product of your actions

Compassion = Understanding/Forgiveness (even if from afar)

The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you in achieving your business objectives.

Forgot Yourself?!

6 Steps to Getting yourself back 1. Realization Admitting to yourself, that you put yourself last 2. Brain Storm I wish I could have... If only... I wish I did.... 3. Pick 1 to 3 Important or Life-Altering items/events The thing that pains you the most * hone in on just 1 or 2 4. Learn to love yourself through meditation, OR whatever makes you happy & allows you to find peace 5. Commit to having your own back! 6 Taking ACTION, Realization without Action means nothing Visit: for additional resources https://thewealthexec.com/

Day 12 - My Accountant left. I have no time to find a new one... I just need to get through the 1st quarter. ... Now What's Next

In this episode, you're not alone... Now Let's Review what we've learned and allow me to guide you through the review and growth process!

https://thewealthexec.samcart.com/products/private-4-week-facebook-group-/

I believe you don't need to be an accountant to understand how to review your financial condition.

This group is created as a resource environment for:

business owners, executives, anyone really! Who is interested in learning more about:

• How Financial Statements Work
• How to Read Financial Statements
• How to understand Ratios- in relation to your respective company
• How to Create Projections
• How to Create Budgets
• How to Create Forecast
• How to Create Cashflow Projections Preparation for the New Year
• How to Prepare for Year End W-9 1099 Misc , 1099 Int - 1098
• Questions Payroll to 941 Recon
• Emotional Intelligence workbook & tips to foster increased success in your organization

And to put the icing on the cake!

Understanding Emotional Intelligence, it is the secret sauce to success!

Let's Reach Your Goals together!

In this episode, You Can't Please Everyone, Oh Well.... Don't Use this as an Excuse!

Emotional Intelligence - provides the tools to create success in difficult times

Download free pdf

https://2iaag9je.pages.infusionsoft.net

I hope you enjoy & download content for the 11 Days of the 12 Business Days Till a New Year Series… visit my website at https://thewealthexec.com/

Please let me know what questions you have, and I will address them in the remaining days.

Let's Reach Your Goals Together!

In this episode, What is the difference between the statement of CashFlows and Projected Cashflow reporting- Which is better?

Download free pdf https://c604iq0q.pages.infusionsoft.net

I hope you enjoy & download content for the next 10 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com

Please let me know what questions you have, and I will address them in the remaining days.

Let's Reach Your Goals Together.

In this episode, … Budgets and Forecast- The Chicken or the egg!?- What is the purpose of the Budget & Forecast and how to use them. Download for free pdf https://1fuupyhs.pages.infusionsoft.net

I hope you enjoy & download content for the next 3 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com

Please let me know what questions you have, and I will address them in the remaining days.

Let's Reach Your Goals Together.

In this episode, you're not alone… In the midst of this past year, it has become more and more important to understand your emotions, reactions, others' emotions, and action steps for proactive, productive communication. Tips and Tools to proactively learn to communicate & learn your boundaries

Download pdf

I hope you enjoy & download content for the next 4 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com

Please let me know what questions you have, and I will address them in the remaining days.

Let's Reach Your Goals Together.