The Cash Management Triangle: Where Cash is Grown - Not Lost!


Powered by Copper8 Strategies

Hi Reader,

It is time to start planning your goals for 2025 and reflecting on what went well and not so well for you in 2024.

For myself, I like to set aside two or three 2-hr chunks of time to reflect and plan between now and December. It doesn't need to be intense. Go for a walk, grab a journal, review your financials, and then make your plan for next year.

Speaking of reviewing your financials... I have a new FREE tool for you:

FREE Financial Accountability Checklist <<< download it here.

This checklist will guide you through what to review weekly, monthly, quarterly, and annually as you start to build up for financial foundation.

I did a presentation in May on the 5 most common financial mistakes business owners make and I forgot the biggest one >> NOT TAKING TIME TO REVIEW YOUR FINANCIALS.

Recurring review is what keeps you on track. That's why I created the base membership of Finance Fight Club and why I built this checklist.

On the fence about joining Finance Fight Club? Join before our 9/10 Budget Workshop (9am PT/ 12pm ET) and get your budget all set-up for 2025! It's month-to-month, this is a month you don't want to miss!

Don't miss this discount!

My friends at Rippling have a special offer for my network right now: 25% off and a FREE month of service for anyone who signs up before October 1st for a January 1st start.

You can reach out to me directly and I'll make the intro, email Brook directly at behlert@rippling.com, or click the link above.

Rippling is a seamless payroll tool that processes 1099s and W2 seamlessly and grows with your business. You can start with only 2 people and scale as much as you need.

I ❤️ Rippling!

The Cash Management Triangle: Where Cash is Grown - Not Lost!

I'm excited for this blog. Cash is hard for a lot of business owners, but generating it is the goal for all businesses (or should be!).

In this post, I'm going to share my framework for managing cash and share a little about my personal cash journey and how I view debt in business.

Happy Cash Management & Annual Planning!

-Natalie

p.s. if you're curious about what a fractional CFO can do for you, reply directly to this email, check out Copper8 Strategies ,or book a call directly with me


In Case you missed it...

My Favorite Things:

PO Box 141, Olalla, WA 98359
Unsubscribe · Preferences

Finance Fight Club

Finance is not rocket scienceSadly, it’s become this mysterious field for small business owners like yourself. And it keeps owners in the dark from making their best choices for their businesses. My love for finance started when that light bulb turned on. Finance is not bookkeeping or taxes. Finance is making good decisions, which requires good financial analysis and controls. You cannot be strategic in your business without first understanding your numbers.That’s when I decided to bring my CFO-type skills to small businesses. To help owners become leaders, by integrating numbers into their daily choices and busting the myth—that finance is rocket science. it isn’t. Ready to make choices based on data, not hunch? Ready to feel in control of your business? Ready to grow revenues & increase profits? With confidence?

Read more from Finance Fight Club

CFO Support that grows your business and your confidence Hi Reader, Here's how I gave myself an instant raise ✅ I cut a software expense from my business expenses that I had been on the fence about for a few months and finally felt like I wasn't using it to drive revenue - Saved $500 / month. I plan to pass this directly through to my personal income each month✅ I switched our housecleaning from weekly back to monthly >> going from $528 back to $163/ month in cost saving $336/month $336+ 500...

CFO Support that grows your business and your confidence Hi Reader, I have some big, bigger, and to-be-continued news to share that I can't fit all in one update - so stay tuned for my March update to get all the details. The big news: We've launched flat-rate due diligence packages for those looking to purchase a business that is under $3M in annual revenue. This is something we've been doing on the down-low (do people still say that?) and it just made sense to make it more formal. The...

CFO Support that grows your business and your confidence 2024 Top Ten Most Read Blogs WINNER at #1: 10 Things Your CFO Wants You To Know #2: 6 Things Your Bookkeeper Wants You to Know #3: Q&A with a CFO #4: 3 Essential Tips for Pricing Your Product or Service #5: What is a Chart of Accounts for a Small Business? #6: Why Matching Your Chart of Accounts for Financial Reporting Is a Must for Small Businesses #7: How Fractional CFO Services Can Transform Your Small Business in 2025 #8: A Tired...