A 3-Step Strategy to Start Organizing Your Business Finances

A welcome to the course and an outline of what you will learn and how you and your business will change by the end of the course.

Everybody learns differently, and I want you to interact with the material in this course in a way that supports you the most. Watch this video and download the three course outlines so you can decide how you want to complete the lessons in a way that works best for you.

Answer the questions in this lesson to prepare yourself for the course material, then, at the end of the course, come back and answer these questions again to see how you have changed.

This video shares two stories that demonstrate the roller coaster income challenge of making money in your own business.

This video outlines the change you will be able to make using the three steps, and I share how my own family's life has benefited from using the three steps.

In this video you will learn about the "breakeven point" and why it is an important measurement every month for your business. You will also learn the difference between "job income" and "business income" and why business income can be such a challenge. 

This lesson will teach you how to set up and use your "Choice Account" to gain more control over the money in your business each and every month.

This lesson shows the math that you need to use to calculate the money in your Choice Account, then I share an example to demonstrate how it works in practice.

In this lesson you will see an example of how I have used my own Choice Account from the start of my business until now, and why having a Choice on how to use your money is so important.

In this lesson you will see how the Choice Account can help you deal with the speed of money moving through your business, and how it helps smooth out the ups and downs of your income from month to month.

Now that you know what a Choice Account is, and how to use it, set yourself up to experience a quick win with your own Choice Account by following the instructions in this lesson.

In this lesson I discuss some of the common objections I have heard about using the Choice Account, and why it still works in each of these cases.

In this lesson you will get a summary of what was covered in Section One and a brief discussion of the cash flow challenge in your business and how the Choice Account helps.

This lesson is all about confidence, and how having confidence in the money in your business will change how you show up in your business. What would your business look like if you were confident that the money would support you

This lesson explains how to even out the ups and downs of your monthly income and create a more consistent money flow in your business.

In this video I use my own business as an example to show how the percentage system works in multiple stages of business. From startup, through a period of growth, to a period when I was making lots of money, and back into a period of change when I pivoted and started a new business; the percentage system works in each situation to help you control the money flow in your business

Time for some simple math. In this lesson you will learn two different methods for collecting your expenses and calculating your average monthly business expenses and average monthly personal expenses.

This lesson will teach you how to turn your business and life expenses into percentages, and, how to use these percentages to calculate how much of each client payment should go to your business and how much you should pay yourself.

This lesson gives you step by step instructions and summarizes how to use your Choice Account and percentage system to process each client payment during the month.

This lesson uses some sample percentages and a sample client payment to walk you through the steps of using your percentage system.

This lesson explains how the percentage system uses your high income months to balance out the low income months, and how this will even out your income over time.

In this lesson I discuss some of the challenges and objections you may be having to putting this system into action.

This lesson wraps up section two and introduces the content in section 3.

This video brings section 2 and section 3 together in preparation for learning how to bring all three steps together into once complete system.

This lesson explains why it is important to separate your business and personal money, and how to use bank accounts to help organize your money flow.

This lesson shows you how to use your bank accounts, combined with the Choice Account and Percentage System, to control the flow of money in your business.

This video uses a client payment of $1250 to show you how to use the system from start to finish each and every month.

This video wraps up the course and explains why I believe using this system can make a big difference for your business and personal life.

This lesson shares two stories that demonstrate the roller coaster income challenge, explains the changes you will be able to make using the three steps, and I share how my family's life has benefited from using the three steps.

This lesson lays out all of the steps you need to follow to set up your Choice Account and start using 10% of your business income to help control cash flow and make decisions with.

In this lesson I challenge you to try out the Choice Account for just 3 days, then discuss some of the objections people have shared with me about using the Choice Account.

This lesson reviews the Choice Account, then talks about confidence, and how confidence in the money in your business will change how you show up in your business. 

This lesson takes you through the entire process for setting up and using your percentage system to control money flow in your business from client to business to personal life.

This video reviews some of the objections you may have about using the percentage system, then wraps up the percentage system lesson.