It’s a win for me · Clief Notes

It’s a win for me

One of my first goals in using all I’m learning here was to automate the monthly income statement for my (small) organic granola company.

For many years my husband and I just winged much of the accounting and financial details of our business. Waiting till tax time or the end of the year to cobble together what we needed. The reports from Shopify and square worked fine. But over the past few years, we’ve put more emphasis on growing the business and i honestly hate being in the dark. My husband is ok being a little loosey-goosey - good thing we aren’t financially dependent on this! It’s still very much a side hustle but it’s our brand and we take pride in the quality and integrity of our product and love our customers. So, on to the win…

Today, I did it! I set up my folders, write my .md files. Tested, iterated and eventually nailed it. All I have to do is export my revenue, my expenses and fill in a few other details regarding events we do and presto. 4 steps, pausing along the way to reconcile any flags and finally landing at a clear picture of all the numbers of our business! Plus more regarding events we do, fees and other things we want to have to make future decisions. I’m excited to run all my stages for May.

This made so much click for me.

This might be basic but a huge win for me!

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