Today we are talking with Fannit Partner and Senior Marketing Strategist, Tony Lael. Tony is experienced in the financial sector as well as building multiple companies including the popular financial dashboard software Corelytics.
Tony discusses the top 3 signs that you're probably stressed with your finances. He also talks about how to break past that first phase of finances so you can releave stress and solidify company goals. Finally, there's 5 different roles you should have in your company to keep your finances organized. Tony discuses those as well as some tips to outsourcing some of those roles to your CPA.
Find the attached budget sheet which is an example of categories. We run our budget on a quarterly basis which means we project quarterly and change budget categories based upon our spend the previous month. Quarterly periods helps us attain our budget goals much easier... enjoy!