Checking your bank account is not a financial review. Neither is panicking at the end of the month.
Most business owners spend their time reacting — to a slow week, a big expense, a month that felt off. That's not a financial review. That's financial survival mode.
In this episode of Business by the Books, Danielle Hayden walks through exactly how to run a quarterly financial review so you can zoom out, find the real patterns in your business, and make decisions about where it goes next.
You'll learn:
- Why reacting to your numbers is not the same as reviewing them
- A step-by-step walkthrough of the full quarterly financial review process
- The 5 areas every CEO should evaluate each quarter
- How your spending reveals whether your priorities are real or just intentions
- What cash reserves you should have in place and why
- How to review your own compensation as the business owner
👉 Discover how our CFO services can help you build the financial structure your business needs to grow with clarity: here
Key Takeaways:
- 00:00 Reacting vs. reviewing your numbers
- 01:24 How to run a quarterly financial review
- 02:28 What your revenue is actually telling you
- 03:38 How operating expenses reveal your priorities
- 04:46 Profit vs. revenue — what healthy profit looks like
- 06:24 Cash flow and protecting your business
- 07:42 How to review compensation
- 08:22 Setting your next 90-day priorities
Ready to apply this framework inside your business?
Resources:
✨Download The Ultimate Dashboard for Business Owners for FREE here
📈 Book a strategy call with Danielle’s team at Kickstart: here
👉 Check your books here
👉 Visit the Kickstart website
👉 Follow us on Instagram
Listen next:
👉 Under 15% Profit? Your Business Is at Risk
👉 7 Simple Levers to Increase Your Profit Right Now