The Key to Financial Stability: Balancing Business Success with Personal Financial Well-Being
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- Опубликовано: 6 окт 2024
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Hey, business heroes! In my latest video, I dive into the crucial but often overlooked link between personal and business finances. I share practical tips on aligning your lifestyle with your business success, setting realistic goals, managing cash flow effectively, and automating your finances for peace of mind.
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Awesome Overview. What software do you use to monitor all this? I know you've mentioned Formations & Relay. Thanks.
Thanks! What, specifically, are you interested in monitoring? I use a number of tools to keep an eye on my business and personal finances. Formations handles my business books; Relay can offer a helpful glance at the current state of your cash (especially if you have your income divvied up into different accounts a la the Profit First Method); I've used a bunch of different services, but I'm currently using Moxie to handle my invoicing and track client payments over time, and you can use it to log expenses as well (here's an overview: ruclips.net/video/j8MMscDyn44/видео.html). On the personal side, I just peek at my checking and savings accounts from time to time. I have a budget spreadsheet that I review a couple times a year to make sure our income and expenses are aligned, but our spending is pretty predictable, so I don't mess with it too much.
@@SelfEmploymentSidekick
Amazing, I appreciate the detailed response. This sums it up perfect.
Glad I could help!