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When the Unexpected Hits, Take Time to Reflect

Aug 31, 2017 10:02:00 AM Kathy Dise Small Business, Profitability

When the Unexpected Hits,  Take Time to Reflect.jpg2017 has been flying by for us and many of our clients find themselves in full swing, performing and thriving. At BudgetEase, we occasionally see the unexpected hit – illnesses of key people or unexpected changes in a client’s market. Making sure your company is in good shape when an unexpected event arises is crucial.

What should you be thinking about going into the 4th quarter?

  • How is the business performing financially YTD compared to last year? And how does that compare to your original plans for 2017?
  • What is going according to plan? Operations, HR, sales, etc. Are there any gaps?
  • What surprises showed up for you? Remember the good, not just the bad.
  • If you set a goal for new business, are you on track?
  • If you set a goal to stay on pace with existing clients, how is that going?

Don’t have time? Then you need help from a bookkeeper to assist you with this review.

Just a few minutes of reflection will provide gratitude for what is going well. You also have an opportunity to adjust your goals or pivot to meet them. Remembering where you set your intentions and gauging your progress is a simple way to take stock and prioritize what’s important.

Don’t miss an opportunity to be grateful that we have the freedom to operate our own businesses, have families and thrive.

I am Kathy Dise with BudgetEase.

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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.