I had a moment of clarity over the weekend and wanted to share my heartfelt gratitude. For the past year, understanding our finances has been my biggest painpoint. We started scaling the business in a big way in March of last year, and we've been on this nonstop growth/scaling trajectory since. But every day since we started scaling - without fail - I felt the pressure of understanding our profitability and knowing that the growth wasn't necessarily profitable. We were scaling a business, but I couldn't read it clearly. I felt totally lost. I didn't know if the growth was working, I couldn't tell good spend from bad, and I kept feeling like I needed an accounting degree just to keep up. I kept looking at our numbers and not understanding how to analyze them or take actionable steps to fix issues. I knew if we kept going the way we were, the business would look great in topline revenue but be upside down or mediocre in profitability, and I didn't know how to fix it. I'd been focused on this issue for a while and hadn't cracked the code, and it was chipping away at my confidence as a leader. @James Morris and @Valerie Grandinetti have broken that down in a way nobody else has. The Founders Day session, the profitability series and worksheets, and the Accounting 101 calls have completely shifted how I see the business. I'm now running daily cash flow reports and have a 13-week cash flow forecast. I've overhauled my month-end closeout process with Valerie and James's tips. I'm tracking KPIs with a profitability scorecard that actually tells me something about the health of the business. And I'm so happy to say that we've been consistently in the green on our cash flow planning. We now finally have a plan for turning around other painpoints in the company based on what the numbers are telling us. PLUS we recently started our accountability calls with @Casey Bernard, and in just two sessions he's helped us rework our 2026 targets and address how we prioritize our time.

This book arrived today and appears to be a quick, engaging read for my upcoming flight. Looking forward to reading it.

Bought these books based on recommendations from @James Morris (The Goal) @Steve Rozenberg (Dream 100) and Pete (Simple Numbers, Big Profits). Looking forward to doing a deep dive on these. And Steve was right, the Dream 100 was about $100.

Many thanks to @Valerie Grandinetti for today's session!! This has been so incredibly helpful, and it's exactly what we need to tackle in our business now. I've learned more in these two sessions than I have in over a year of financial coaching through another program. It feels SO empowering to understand these reports and how we can take the financial reins of the business. Honest take here: I've been doing a really deep dive into our finances for a while now - learning to understand cash flow vs P&L (a BIG aha moment I had during the last session), reducing operating expenses, tracking materials, gross margin for different job categories, etc. I'm spending the majority of my time on finances as I learn to understand and direct it all. @Valerie Grandinetti are there any accountability metrics I should shoot for to make this a less daunting task (i.e. update cash flow reports on a weekly basis, review all transactions on a weekly basis, etc.)? Thank you!!

I am looking for my next book 📕 Anyone care to share with the group what you listening to right now