If you’re running your business by checking your bank account balance…you’re likely flying blind. Your bank balance tells you what’s there right now, but it tells you nothing about: 👉 What’s coming in (or not) next week 👉 What bills, taxes, or payroll are about to hit 👉 How much profit you’re actually making 👉 How much you can safely take home 👉 Whether that marketing campaign actually worked We’ve seen 7 figure business owners with $200k in their account… and zero profit. We’ve also seen business owners feel “broke” with $150k in the bank when they were actually sitting on healthy margins and just needed better allocation systems. The truth is your bank account is just a snapshop and doesn’t tell the whole story about how much cash you have on hand. Here’s what to do instead: ✅ Use a simple weekly financial dashboard that shows you → cash in / cash out → profit margins → what you owe (taxes, debt, upcoming payments) → what you can take home → and where your money is leaking ✅ Review it every month based on your profitability from the prior month before you make any big decisions. This one change alone has helped 250+ of our clients feel more confident about what cash they actually have on hand.

In this training, Alex walks through how to create your own financial projections even without having ever made projections before. Need help with projections? Shoot us a message.

As a business owner, one of the more powerful tools to have is a financial dashboard. This is different thank Quickbooks or looking what your CRM is spitting out. This is where we take all data from the business and plug into our own dashboard tool to give us critical financial insights. Here's a peak into our dashboard and the process behind it.

If you're in this community, it's because you're a business owner wanting to improve your business finances acumen, feel more in control of your business, and want to scale in a profitable manner. We share new trainings weekly and our team will do our best to answer any questions we can. Nothing in this group should be considered financial advice - always check with your financial professionals before making any decisions. Predictable Profits is a group run by CEO Finance Academy, a Fractional CFO and Financial Coaching Company (I'm one of the Co-Founders). If you ever need anything, feel free to send me a DM here on Skool or reach out to us via our website (www.ceofinanceacademy.com) I highly recommend starting with the Classroom tab and diving into one of the free mini courses available to you! Kind regards, Will Boyd