WELCOME TO YOUR CASHFLOW CONFIDENCE TOOL BOX!

STEP 1

Export these 4 FINANCIAL STATEMENTS from your QuickBooks account and send them me at: [email protected]

  • Balance Sheet as of [Last Day Of Month] vs Prior Year
  • [Month] Profit & Loss vs Prior Year ($ and % change)
  • Year To Date Profit & Loss [Jan 1 Through Last Day Of Month] vs Prior Year ($ and % change)
  • Year To Date Profit & Loss By Month [Jan 1 Through Last Day Of Month] vs Prior Year ($ and % change)

If you're not sure how to obtain these statements from your Quickbooks account, get step-by-step instructions below.

Quickbooks Instructions

STEP 2

Download your 24-Month Cashflow Tracker and watch my simple step-by-step training on filling it in to get a handle on your numbers

Download 24-Month Cashflow Tracker
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STEP 3

Schedule your 60 minute 1:1 Strategic Planning call with Mike

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