Fix Your Business Finances in 4 Simple Steps

Running a business without knowing its financial health is like juggling blindfolded—eventually, something’s going to drop. In this episode of The Cozy CEO, we’re walking through what a small business financial health check really is, why it matters, and how to perform one that actually moves the needle in your business.

You’ll hear real examples from other entrepreneurs, learn what metrics matter most, and get practical tips to help you get out of reactive mode and into confident, proactive growth.

🎯 What You’ll Learn:
Why your bank balance isn’t the full picture
How to uncover hidden leaks in your cash flow
What qualifies as good debt (and when to avoid it)
How to analyze your spending for maximum ROI
The truth about taxes and protecting yourself from audits
Where to focus if you want to increase profits today

✨ Plus, take our FREE Financial Health Assessment linked below to get your score and personalized action steps in under 2 minutes.

Free Business Health Assessment 👉 https://theemeraldedge.com/quiz/
Work with me 👉 https://theemeraldedge.com/schedule/

Timestamps
00:00:00 – The Truth About Financial Health Checks
00:00:58 – What Is a Financial Health Check (and Why It Matters)
00:03:08 – Step 1: Review Your Goals & Financial Vision
00:04:44 – Step 2: Analyze Your Budget & Spending
00:07:11 – Step 3: Perform Key Financial Checks
00:10:44 – Step 4: Tax Planning & Compliance Tips
00:12:04 – The Real Purpose of a Financial Health Check

⭐Our clients think we do a great job ⭐
Testimonials: https://www.google.com/search?q=emerald+expectations+accounting&oq=emerald+expectations+accounting
✅Work with us: https://emeraldexpectations.com/schedule

Let's connect
👉Follow me on Facebook: https://www.facebook.com/EmeraldExpectations
👉Follow me on Instagram: https://www.instagram.com/emeraldexpectations/
👉Follow me on LinkedIn: https://www.linkedin.com/company/emeraldexpectations/

💡Resources to get you going
Set Up a Limited Liability Company LLC: https://thelegalpreneur.com/product/limited-liability-company-llc-filings/ref/81/?campaign=emerald
Run Payroll for Your Company: https://gusto.com/?referral_token=kimberly4538&utm_source=inapp

About us. Kimberly Ferguson is the face behind Emerald Expectations Accounting. She has a Bachelors Degree in Business Management, a Masters Degree in Accountancy, and is an Enrolled Agent with the IRS. She is also a Certified CFO through the CFO Project.

Founded on the principles of Integrity, Respect and Excellent Customer Care, Kimberly started her company because she hated the way she saw her clients being treated while working at another accounting firm. She wanted to serve small business owners in a way that actually made a difference in their lives.

-- DISCLAIMER – Kimberly Ferguson, Emerald Expectations Accounting LLC and related parties do NOT provide tax, legal, or accounting advice. This content has been prepared for information purposes ONLY and is not intended to provide and should not be relied on for tax, legal, or accounting advice. Viewing this video does NOT create an accountant-client relationship with Kimberly Ferguson or Emerald Expectations Accounting. You should consult your own tax, legal, and accounting advisors for professional advice.

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