Without the Basics - Strategy will not Excel.

Basics Start With You

If you've missed any other podcast sessions, feel free to listen and grab your free workbook.

Click the Link to download your free workbook.

https://witty-thinker-2001.ck.page/bd77691a9b

CashFlow Projection- Assess & Make Moves

In this episode, we look at:

1. Credit Terms
2. Vendor Relationships
3. Industry Impacts on Growth Plans
4. Team input

Budget/Forecast/Projections - How's that going?

Click the link to get your workbook.

https://witty-thinker-2001.ck.page/6072329a8a

1. Are you a creature of habit?
2. Brainstorm/ Assess Usefulness
3. Team Involvement in Process
4. Employee Message - Don't let obstacles dictate your future
5. Involvement In Your Employees and Community

Final Thoughts

5 Keys- Organizational Purpose Aligned with Profits

link to free workbook https://witty-thinker-2001.ck.page/080ec99009

Organizational Purpose

Team reflects the atmosphere you desire to create

New Beginnings - why KPI and other indicators are not useful

Grace with Change

Power of Team

The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you in achieving your business objectives.

Workbook link :

https://witty-thinker-2001.ck.page/afb2dbb2da

3 Keys we will work through :

Kindness = Truth (Even when it hurts)

Change = Start where you are right now. Going forward, remember it is a by-product of your actions

Compassion = Understanding/Forgiveness (even if from afar)

The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you in achieving your business objectives.

Forgot Yourself?!

Day 12 - My Accountant left. I have no time to find a new one... I just need to get through the 1st quarter. ... Now What's Next

In this episode, you're not alone... Now Let's Review what we've learned and allow me to guide you through the review and growth process!

https://thewealthexec.samcart.com/products/private-4-week-facebook-group-/

I believe you don't need to be an accountant to understand how to review your financial condition.

This group is created as a resource environment for:

business owners, executives, anyone really! Who is interested in learning more about:

• How Financial Statements Work
• How to Read Financial Statements
• How to understand Ratios- in relation to your respective company
• How to Create Projections
• How to Create Budgets
• How to Create Forecast
• How to Create Cashflow Projections Preparation for the New Year
• How to Prepare for Year End W-9 1099 Misc , 1099 Int - 1098
• Questions Payroll to 941 Recon
• Emotional Intelligence workbook & tips to foster increased success in your organization

And to put the icing on the cake!

Understanding Emotional Intelligence, it is the secret sauce to success!

Let's Reach Your Goals together!