Week 3
GOALS
Walk through your first set of reports • Talk goals, money systems, and habits • Make a plan for the next 30–90 days
What we’ll cover:
Profit & Loss, Balance Sheet, Cash Flow (what they mean for your business)
Recurring expenses & income streams (what to optimize or automate)
Tracking methods & workflow tweaks (receipts, invoices, categorization)
Q&A on anything you’re unsure about
