Resources

How to Track Your Income & Expenses

Featuring:

  1. How to Create Recurring Transactions
  2. How to Use Tags
  3. How to Create Estimates
  4. How to Manage Downloaded Transactions
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E-Book Cash Flow

Featuring:

  1. Foundations of Cash Flow.
  2. Creating & Analyzing Cash Flow Statements.
  3. Practical Strategies to Improve Cash Flow.
  4. Forecasting & Financial Planning Tools.
  5. Avoiding Pitfalls & Leveraging Financing.
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E-Book How to Read Your Financials

Featuring:
  1. Understanding the Income Statement, Balance Sheet & Cash Flow Statement.
  2. Key Financial Ratios That Reveal Profitability, Efficiency & Risk.
  3. Spotting Red Flags Before They Become Bigger Problems.
  4. Using Financial Data to Drive Smart Business Decisions.
  5. How to Collaborate Effectively with Your Bookkeeper or Accountant.
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E-Book Profit First

Featuring:
  1. The Profit First Formula That Prioritizes Profit Over Expenses.
  2. Five Essential Bank Accounts for Clear, Purpose-Driven Cash Flow.
  3. Bi-Monthly Allocation Rhythm to Build Financial Discipline.
  4. Real-World Case Studies Showing Profit First Success in Action.
  5. Solutions to Common Challenges Like Debt, High Expenses, and Irregular Income.
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