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18. Effective Financial Planning Strategies for Small Businesses
Jun 4, 2024 ·
27m 14s
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Description
Today, Anthony Peltier joins Chanaye Jackson on the Idea to Empire Podcast. In this episode, Anthony Peltier, founder of Coast to Coast Finance, joins Chanaye Jackson to discuss the significance...
show more
Today, Anthony Peltier joins Chanaye Jackson on the Idea to Empire Podcast.
In this episode, Anthony Peltier, founder of Coast to Coast Finance, joins Chanaye Jackson to discuss the significance of mid-year reviews for business owners. He particularly emphasizes the importance of setting goals and being transparent with financial results to drive business growth. He suggests conducting a mid-year review to reflect on financial achievements, set new financial goals, and manage financial expectations for the second half of the year. Anthony also highlights the value of stretch goals and the need to consider leading and lagging indicators when monitoring financial performance. Additionally, Anthony encourages business owners to align departmental financial goals with the company mission, vision, and values to ensure cohesive progress.
Download the Transcript!
Key Talking Points:
“I'm a big believer in, especially with financial results, being transparent with those. I don't think it's anybody to hide results behind smoke and mirrors or sugarcoat them in any way. And people are going to pick up on that if you try it anyway. So just be honest.”
Meet Anthony Peltier! Anthony provides bookkeeping, consulting, and fractional CFO services as the Founder of Coast to Coast Finance.
Website - coasttocoastfinance.com
LinkedIn - https://www.linkedin.com/in/anthonypeltier/
SPECIAL OFFER: Financial Strategy Plan Session Learn more: https://calendly.com/coasttocoastfinance/financial-strat-plan
Learn more about The Idea to Empire Podcast at swantowncreative.com/podcast.
Remember to like, subscribe, and share this episode with your fellow entrepreneurs!
Let's build empires together!
-----
About Chanaye Jackson
I am a certified Disciplined Agile Scrum Master (DASM) business consultant and strategist who specializes in helping entrepreneurs and small business owners make their business strategy and vision come to life by implementing systems and processes that work.
Follow me on LinkedIn – https://linkedin.com/in/chanayejackson
Watch on YouTube - https://www.youtube.com/@chanayejackson/podcasts
Interested in learning more about Chanaye Jackson – https://swantowncreative.com
show less
In this episode, Anthony Peltier, founder of Coast to Coast Finance, joins Chanaye Jackson to discuss the significance of mid-year reviews for business owners. He particularly emphasizes the importance of setting goals and being transparent with financial results to drive business growth. He suggests conducting a mid-year review to reflect on financial achievements, set new financial goals, and manage financial expectations for the second half of the year. Anthony also highlights the value of stretch goals and the need to consider leading and lagging indicators when monitoring financial performance. Additionally, Anthony encourages business owners to align departmental financial goals with the company mission, vision, and values to ensure cohesive progress.
Download the Transcript!
Key Talking Points:
- Mid-year reviews are crucial for business owners to reflect, set new goals, and manage expectations around financial performance.
- Setting challenging yet achievable financial goals and stretch goals can drive business growth.
- Leading and lagging indicators should be considered when monitoring financial performance.
- Transparently sharing financial results with the team fosters employee engagement and recognition.
- Aligning departmental financial goals with the company mission, vision, and values ensures cohesive progress.
“I'm a big believer in, especially with financial results, being transparent with those. I don't think it's anybody to hide results behind smoke and mirrors or sugarcoat them in any way. And people are going to pick up on that if you try it anyway. So just be honest.”
Meet Anthony Peltier! Anthony provides bookkeeping, consulting, and fractional CFO services as the Founder of Coast to Coast Finance.
Website - coasttocoastfinance.com
LinkedIn - https://www.linkedin.com/in/anthonypeltier/
SPECIAL OFFER: Financial Strategy Plan Session Learn more: https://calendly.com/coasttocoastfinance/financial-strat-plan
Learn more about The Idea to Empire Podcast at swantowncreative.com/podcast.
Remember to like, subscribe, and share this episode with your fellow entrepreneurs!
Let's build empires together!
-----
About Chanaye Jackson
I am a certified Disciplined Agile Scrum Master (DASM) business consultant and strategist who specializes in helping entrepreneurs and small business owners make their business strategy and vision come to life by implementing systems and processes that work.
Follow me on LinkedIn – https://linkedin.com/in/chanayejackson
Watch on YouTube - https://www.youtube.com/@chanayejackson/podcasts
Interested in learning more about Chanaye Jackson – https://swantowncreative.com
Information
| Author | Chanaye Jackson |
| Organization | CJ Williams |
| Website | swantowncreative.com |
| Tags |
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