Episode 17: Budgeting + Financial Planning Doesn't Have To Be Hard, Here Are My Tips!

The people have spoken, and most of my Instagram followers wanted an episode on Budgeting and Financial planning so that's what today's episode is about. This is for you whether you want to work on your personal OR business finances. You'll learn the difference between budgeting and financial planning, and simple ways you can implement this knowledge today.

What's in the episode:

  • The hesitation towards budgeting & budget mindset [02:10]

  • What IS Budgeting? [07:22]

  • What financial planning is & questions to ask yourself [11:28]

  • Supporting your financial goals (short and long term) [16:30]

  • Getting a software or spreadsheet to save you time [18:22]

  • You're in control of your budget & supporting your goals [21:55]

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Check out the Marketplace for our DIY Bookkeeping Template or learn more about our CFO services.


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Do you wonder why your bank account balance doesn't match your Profit & Loss? Maybe you had a great month and you're wondering where all your money is going.

This is due to cash flow. Your cash flow is the heart beat of your business and for a business to be healthy, you need to have a healthy cash flow.

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Episode 18: Traveling with Toddlers: Kauai Recap

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Episode 16: Is THIS What’s Missing in Your Copy? with Abby Hess