After developing a great set of financial goals and operating metrics, the next part of running a healthy business is having strong systems and processes in place to manage the business toward achieving those targets.

This episode introduces Step 5 of The Financial Operating System: Manage the Business, and Step 6: Learn, Iterate, and Improve. If you want to learn some ways to help your business follow through and achieve the targets you set, then this edpisode is for you.

This episode includes:

• Frameworks to monitor and manage progress toward goals
• Essentials of an annual forecast
• Tactics to achieve metrics that require improving financial performance
• Avoiding pitfalls of delegation vs abdication
• Financial management as a looping cycle of learning, iteration and improvement
• Questions to use to re-assess your accounting and finance function

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!

Host Cal Wilder can be reached at:
[email protected]
https://www.linkedin.com/in/calvinwilder/