Healthy Finance Check-Up for Organizations

It’s Time for Your Financial Check-Up.

You don’t have to have it all figured out.

You just need to know where you are, where you want to go, and what steps to take next.

Your Annual Healthy Finance Check-Up gives you a simple framework to:

✓ Assess your organizational financial health

✓ Set meaningful business, operational, and financial goals

✓ Complete a strategic businss plan for annual application to keep you on track with your goals

✓ Create a monthly financial plan

✓ Develop a simple balance sheet to view your net worth

✓ Populate a simple income statement to keep track with your period in time actual business spending

✓ Create a simple cash flow statement to track how your funds are flowing through your organization each month

✓ Make a multi-income profit plan

✓ Develop a functional forecast as a useful tool to review alongside your budget, financial statements, and profit plan

✓ Make a freedom plan to track business debt

✓ Build toward greater financial health

✓ Check in and track your progress

✓ Review your annual financial performance

Over 30 fillable pages + FREE Excel companion tools to budget, forecast, reduce debt, and maximixe income