The Aligned Strategy
09/28/2023
Often issued as a reminder that self-care is imperative, this goes for your financial self-care as well.
What does financial self-care look like for a business owner?
◻️Paying yourself consistently and timely
◻️Knowing what you spend
◻️A rainy day fund for the slow months
◻️Having your taxes paid
◻️Investing (even if it's a small amount) & planning for the future
◻️Aligning your spending with your values (the ultimate financial self-care)
Owning a business can be stressful. Especially as we see costs rising. There's no better time to get clear on where your money is going and create a foundation for sustainable success.
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09/21/2023
How would you celebrate being debt free?
🍾Champagne?
🏖️Vacation?
🛍️Shopping spree?
Or...would you start making progress on your saving and investing goals?
Can't we do both?!?!
Let's create a plan where you are finally able to pay off debt, start seeing the numbers increase in your investment accounts, and have some guilt free spending.
We work with clients to change their financial systems and money management so they finally create the wealth they desire in their business and their personal lives.
Contact us to learn more.
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09/08/2023
It's September!!! That means two things - my birthday is coming up and so is FALL 🍂
The back to school energy of Fall is one of my favorites. It feels like a fresh start in many regards. A time where we can choose and recommit to how we want to feel at the end of the year.
There is possibility and space. It's a beautiful time to learn a new skill, take a course or implement systems that will support our end of year goals.
I would love to partner with you if your goals include...
💲Sustainable financial systems that support your long term goals
📚️Getting your books in order
🪙Not stressing about paying your taxes
If I nailed your list, visit our website and fill out the Contact form and we will be in touch!
08/31/2023
Wow it's the end of August! Only 4 more months left this year.
❔How are you financials looking?
❔Are you on track to hit your revenue goals?
❔Do you feel supported and on the same page with your financial team?
If you're feeling less than stellar, maybe it's time for change.
At The Aligned Strategy, we feel like accounting & bookkeeping is only a part of the support businesses need to thrive.
If you want to have a partner who is invested in the sustainable growth of your business in a way that supports you as an owner, check us out!
08/24/2023
At The Aligned Strategy we're a little different...and we love it! Our goal is to be more than our clients' Business Partner. We want to guide them and their businesses from a place of complete alignment.
Our goal is for our clients to feel they have a C-Suite partner who leads with love and cares deeply about their mission. Ready for a partner who gets you? Welcome.
08/21/2023
I used to say "I wish I was creative" but I have come to realize that spreadsheets are my art.
Feedback received from a client who needed assistance creating a pro forma financial statement to fund the school of her dreams.
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Fort Worth, TX