Hey friend!

Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too! 

1. Which service offerings / packages sold the most or the least?

2. What were my marketing efforts? How much did they cost? Did they produce how I expected?

3. Do I have any unnecessary expenses?

4. What changes do I want to make going into next year?

5. What investments do I want to make going into next year?

Other episodes mentioned:

https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 

https://podcasts.apple.com/us/podcast/011-streamlining-your-business-utilizing-dubsado-quickbooks/id1707561040?i=1000636758280 

https://podcasts.apple.com/us/podcast/006-take-the-boring-out-of-bookkeeping-hacks/id1707561040?i=1000632414398 

Learn more about working with Erika here:

https://erikamillard.com/ 

Learn more about the mini course Erika mentions here:

https://erikamillard.com/budget 

Don’t forget to download the free Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist 

Happy Bookkeeping!