A Guide to Strategic Planning and Financial Preparedness for Small Businesses

January 5, 2024

Introduction to the Game of “Bank Balance Bingo!”

Greetings, entrepreneurs, family businesses, and reinvented careerists! Let’s talk about money management. Or, as I like to call it, the game of “Bank Balance Bingo!” You know how it goes – you log into your bank account, see a number that either makes you weep or jump for joy, and then try to navigate your financial life based on that single figure. Sounds like a thrilling game, right? Well, not so much when the stakes are your livelihood and financial stability.

Meet Donna Bordeaux: Your Personal Financial Officer (PFO)

Hi, Donna Bordeaux here, your friendly neighborhood CPA and Small Business Growth Strategist. I’m here to tell you there’s a better way to play this game, a way that will make your bank balance more predictable and less of a rollercoaster ride.

The Role of Strategic Planning in Financial Management

Managing money can feel like trying to juggle flaming swords while riding a unicycle – on a tightrope. But fear not, fellow business adventurers! At Calculated Moves, we’re all about turning those flaming swords into harmless rubber chickens. We’re here to help you ditch the accounting headaches, avoid expensive mistakes, and get back to doing what you love. Because let’s face it, you didn’t start your business to become an expert in debits and credits.

The Dreamy Reality of Financial Preparedness

Picture this: you’re sailing smoothly on the tranquil waters of financial preparedness, profits are up, taxes are down, and Uncle Sam is nowhere in sight. Sounds dreamy, doesn’t it? Well, wake up and smell the tax deductions, because this could be your reality!

Navigating Through Payables, Receivables, and Cash Flow

Let me introduce you to your new best friend: strategic planning. It’s like having a roadmap for your business, showing you where you are, where you want to go, and how to get there. And the best part? You won’t have to brave this journey alone. Consider me as your Personal Financial Officer (PFO), ready to guide your ship towards the horizon of business growth.

Conclusion: Leave it to the Pros and Focus on Growth

No more sailing blindfolded, folks! It’s time to chart a course for smooth sailing and tranquil waters. Managing by bank balance is so last decade. Let’s leave it to the pros and focus on growing your business. Ready to embark on this journey? Let’s discuss how we can turn your financial goals into reality, not just maintain them.

Because at the end of the day, managing a business shouldn’t feel like a comedy of financial errors. With Calculated Moves, it won’t have to be.

So, are you ready to play a smarter game? If so, click here to watch my video where I dive deeper into this subject. Trust me, you won’t want to miss it!

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Connect with us!

Please follow us on Facebook and Instagram. Please make sure to check out our blog and our website link below. Subscribe to our YouTube channel and hit the bell to be notified when we post. Email me at donna@calculatedmoves.com.

Donna Bordeaux, CPA with Calculated Moves

Creativity and CPAs don’t generally go together. Most people think of CPAs as nerdy accountants who can’t talk with people. Well, it’s time to break that stereotype. Lively, friendly, and knowledgeable can be a part of your relationship with your CPA, as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs. They’ve owned businesses and helped business owners exceed their wildest dreams. They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.