SMB FinanceOS
Get smarter about business finance in 5 minutes a week. Join 35k+ business owners and leaders learning financial statements and growing their business, for free.
INTRODUCING CASH OS: A SYSTEM FOR MANAGING CASH & CASH FLOW
Hey everyone, before we jump into the article, I want to share a few things with you. Today marks a few different transitions for this newsletter. First, we're cutting sponsors (for now). I've been intentional about only promoting what I truly think is a good solution for you, but as time went along, I started asking a bigger question: why am I promoting someone else when I could just promote myself? So, for now, this will just be a labor of love. If you want to support us, there are three...
16 FRAME-BREAKING METHODS TO 10x YOUR FINANCIAL DECISION-MAKING
16 FRAME-BREAKING METHODS TO 10x YOUR FINANCIAL DECISION-MAKING read on smbfinanceos.com Over the last few months, we've been talking about Financial Reporting. Today, we wrap up the series and introduce you to 16 ways you can think "outside-the-box" to improve your reporting. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. Stop Settling for Less Earn interest in a Business Checking Account,...
IF YOU HATE WAR ANALOGIES IN BUSINESS, READ THIS ANYWAYS (TRIGGERS TO ACTION PLANS)
IF YOU HATE WAR ANALOGIES IN BUSINESS, READ THIS ANYWAYS (TRIGGERS TO ACTION PLANS) read on smbfinanceos.com Most business owners fail because of themselves. They act too slow. Emotionally. Or reactively. We constantly have to make decisions under pressure, but pressure makes for bad decisions unless we’ve planned ahead. Today, we’re talking about: What Offensive vs. Defensive Action Plans are How to use triggers that force actions The 5-step process to building them Can’t wait team! If you...
HOW TO TURN FINANCIAL DATA INTO BETTER DECISIONS
We make decisions daily, but most of them aren’t great. Some are inconsequential and don’t matter. But how do we know when they do? Today we’ll talk about: 3 decision types Creating natural decision points (triggers) to help you improve your decision quality and ultimately your business outcomes. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. BILL for your business📈lululemon for you🏃♂️🏃♀️...
A 5-STEP MEETING FRAMEWORK TO MAKING BETTER FINANCIAL DECISIONS
A 5-STEP MEETING FRAMEWORK TO MAKING BETTER FINANCIAL DECISIONS read on smbfinanceos.com This is a sexy topic today, y'all. Meetings. Lovely, lovely, meetings. We don't like them, but done right they can change your business. This 5-part framework ensures your financial meetings are productive & ACTIONABLE. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. ENROLLMENT ENDS TOMORROW Hey, Kurtis here....
THE 3 KEYS TO BETTER FINANCIAL REPORTING (MOST BUSINESSES MISS THESE!)
THE 3 KEYS TO BETTER FINANCIAL REPORTING (MOST BUSINESSES MISS THESE!) read on smbfinanceos.com The last two weeks we talked about the key drivers of your results. Once you understand the drivers, how do you get them into a reporting system? This week we talk about the three keys: Right metrics Right party Right time If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. MASTER YOUR NUMBERS, LIVE! Hey,...
Your bank balance is lying to you—look at these 5 cash flow drivers instead
Your bank balance is lying to you—look at these 5 cash flow drivers instead read on smbfinanceos.com Bank balance watching is destined to backfire. Maybe not today or tomorrow, but sometime. Instead, we need to understand the why behind cash flow. Today, we talk about 5 drivers of cash flow and how to manage them. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. Fall in love with BILL. Get a $200...
Unlocking Profit: 5 Key Drivers in Your Business
Unlocking Profit: 5 Key Drivers in Your Business read on smbfinanceos.com Not all numbers are the same. Some have a much larger impact on the outcomes in your business. And those are the ones we want to mine for. Today we talk about revenue and profit drivers you might have missed. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. MASTER YOUR NUMBERS, LIVE! Hey, Kurtis here. This is the part where...
BACK TO THE (FINANCIAL) BASICS
Back to the (FINANCIAL) BASICS read on smbfinanceos.com Today we go back to the basics... the basics of financial literacy. But don't check out, because the majority of people don't get this. And you don't want to be in that majority. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. MASTER YOUR NUMBERS, LIVE! Hey, Kurtis here. This is the part where I advertise for myself. My cohort, SMB Financial...
9 SIGNS YOUR FINANCIAL REPORTING STINKS
9 SIGNS YOUR FINANCIAL REPORTING STINKS read on smbfinanceos.com You have financial reports, but do they really help you make decisions? Likely not. Today we talk about 9 signs your reports stink and set the stage for the series to come. If you were forwarded this email, my goal is to share one thing each week that changes the way you think about money. Subscribe by clicking here. Stop Settling for Less Earn interest in a Business Checking Account, subject to rate sheets Remember the days...
Get smarter about business finance in 5 minutes a week. Join 35k+ business owners and leaders learning financial statements and growing their business, for free.