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Let's kick off the year by anticipating your business's 2025 financial performance and identifying the most high-impact drivers of success. This month focuses on setting the foundation for intentional profit management through accurate projections and clear, measurable KPI's.

February is all about setting the tone with your team! Your employees want the company to succeed, but they need clear guidance on how they can contribute to healthy profits. This month, we’ll focus on identifying the most impactful ways your team can help protect profits, as well as pinpointing behaviors that might unintentionally hinder them.

Is there anything worse than running out of money in your business bank account? March is all about monitoring and managing cash flow with forecasting tools and strategies to accelerate receivables, control payables, and build healthy reserves, so that you can have confidence in your cash position.

Now that we have a full accounting of costs and overhead, we can talk about pricing! Having a system and routine in place for reviewing and adjusting prices is a make or break and you might be the worst person for this job. Let's go through your strategy and see if there's any room for improvement here.

Not all revenue is good revenue when it comes to profits, and let's face it - you're going to need those profits to keep going. So what is it that you offer that really makes the good money, and which clients are on this list? Lean into your margin makers for compounding effects.

It may feel more strategic to scale, grow, and expand to new customers—but have you done everything you can for your current customers yet? Strengthen relationships with your existing customers and ensure you’re providing maximum value. By doing so, you can increase loyalty, repeat business, referrals, and long-term revenue.