Ep21: Why you should take yourself out on a “Money Date” every month


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Sep 03 2024 23 mins  

In this episode, Carla and Marissa talk about Revenue vs. Profit, what actually matters and how to get really intimate with your numbers.

HIGHLIGHTS:

  • How to think about revenue vs. profit (and which is more important!)
  • Get intimate with your numbers - Do Annual, Quarterly and Monthly forecasting using an Operating Budget (see the resources for a template and tutorial!)
  • Why you should look at your actuals each and every month
  • Setting a Money Date is both a fun and useful way to stay connected to your numbers and make smart choices!


RESOURCES + LINKS:

You can access Marissa’s Operating Budget template here

You can access a Loom Overview of how to use the template here

FOLLOW us on IG & we’re happy to answer any and all questions!

@marissaliesen

@carlabiesinger