Take the first step in growing your business.
Part 1 – Set Yourself Up For Success
1- Set yourself up for success: forecasts, KPIs, and thinking like a CEO.
Click and watch the video first and review supporting articles in the links below.
- Cash Position, and The Net Effect of Accounts Receivable and Accounts Payable.
The Power of cash flow forecasts Click Here To Open
Cash Flow Forecast Tool Click Here To Open - Revenue Growth or Sales.
How to accurately forecast sales Click Here To Open - Profitability Over Time, Weekly, Monthly, Annually.
Profit and Lost Forecast Tool Click Here To Open - Which Products or Services Perform the Best
COGS over product/service range. Click Here To Open
Part 2 – Let’s Get Strategic
2- Let’s get strategic: planning, pricing, and long-term growth.
Watch the video first and review supporting articles in the links below.
- Know Your Starting Position
What does your balance sheet tell you? Click Here To Open - Price your products and services for maximum profit.
Pricing strategies to beat the competition Click Here To Open
Product pricing calculator Click Here To Open
Service pricing calculator Click Here To Open - What’s your plan?
Growing your business – checklist Click Here To Open
Creating a promotional plan Click Here To Open - How to scale your business for growth Click Here To Open
Part 3 – Make it Automatic
3- Make it automatic: using your digital filing cabinet for paperwork, tracking, and other data. Hubdoc
Why You Need Hubdoc:
- No Tracking of paper, “click and go.”
- Access to receipts and bank statements through an app.
- Automatically syncs to Xero.
Learn more about Hubdoc Click Here!
Part 4 – Master The Numbers
4- Master the numbers: using timely, accurate records to keep you focused on growth – Xero
Why You Need Xero Cloud Accounting:
- Daily Bookkeeping
- Cash and Credit Position
- Rules for automating transactions – faster results
Lost your receipt? We can cash code it based on your bank feed information.
Learn more about Xero Click Here!
Part 5 – Here We Grow
5- Here we grow: using daily & monthly reports to track progress and monitor growth – Aider
Why you need Aider’s Artificial Intelligence working for you:
- Review Your Cash Position (daily)
- Review Your Sales Activities (daily)
- Be aware of what invoices are outstanding and what to pay? (daily)
- Look for detail in your P and L Report (monthly from Xero)
- Know your worth from the balance Sheet (monthly from Xero)