Kent Lewis’ Post

Check out the latest @pdxmindshare mention on @BizJournalTrust: Expert EOY advice: 12 December ‘to-dos’ for every business https://ow.ly/tQWI50UmPQG #annualplanning #strategicplanning #businessplanning

Check out the latest @pdxmindshare mention on @BizJournalTrust: Expert EOY advice: 12 December ‘to-dos’ for every business https://ow.ly/9Q3R50UkoLh #annualplanning #strategicplanning #businessplanning

Starting a Business? There is so much to think about. So many decisions to be made. And only so many hours in the day. The right partner can help you delegate some financial planning and management responsibilities to a trusted expert who is focused on helping both you and your business. 💼📈 Learn more on how Foster Group serves Business Owners: https://lnkd.in/ggbQmrAc #startingabusiness #fostergroup #financialplanning

Its July already which means it's time for another newsletter. This month we're focusing on running a business and Business Protection. Thanks to Steve Jones fo his input and insights. https://lnkd.in/e-ZUJs9H #financialadvice #business #businessprotection #newsletter

** It’s been a while since I’ve shared a #TopTipTuesday, so what better a time to jump back in than today! **   As independent business owners, mastering the art of financial planning is non-negotiable for your success. 🚀 But when your expertise lies in supporting people, dealing with the financial side of your business may not come as naturally to you….   Here are 3 actionable tips to ensure your financial health as the backbone of your business: 📊 Create a Detailed Budget: Begin by listing all your income sources and expenses. Knowing where your money is coming from and going to is the first step toward financial control. Utilise budgeting apps or spreadsheets to keep track of your finances efficiently. 🎯 Set Financial Goals: Whether it's saving for a rainy day, investing in your business growth, or planning for retirement - setting specific, measurable financial goals gives you clear targets to aim for and helps in strategising your financial decisions. 📈 Monitor and Adjust Regularly: Your financial plan isn't set in stone. As your business evolves, so should your financial strategy. Make it a habit to review your financial performance monthly, and adjust your plans to stay on track toward your goals.   ⭐ Another bonus tip…. When the going gets tough, sometimes having some personal financial goals helps you to achieve financial success in your business. This could be anything from finally remodeling your new kitchen, saving up for the holiday you’ve been dreaming of, or finding those pesky University fees! Personal and business financial goals often intertwine, propelling you towards overall financial wellbeing.   But I understand, finance can be daunting, and it’s something that (particularly as Brits) we can sometimes be hestitant to discuss! But you’re not alone. Rebecca Kingwell, a Financial Planner and a TalkHR Trusted Partner, is here to support Club Members of Talk HR Club. She's extending complementary personal financial health checks to Club Members during the month of March. Just drop us an email at [email protected] to book yours.   How do you tackle financial planning in your business? Share your top tip or a challenge you've overcome. Let's learn from each other! #CollaborationOverCompetition #FinancialPlanner #BusinessFinance #SolopreneurLife

Advisors, helping your clients prepare early to sell their business can significantly maximize its value. Start discussions around business goals, risks, and strategic initiatives years in advance. It’s never too soon to invest in financial systems, accounting upgrades, and expert advice. The earlier the planning, the better the outcome. Learn more: https://bit.ly/3xCpw8o 💡 If your client is thinking of selling within five years, we’re here to help guide them toward a successful transition. Let’s connect! #BusinessBroker #ExitPlanning #SellABusiness

Attention Business Owners! How you spend your time impacts your business, so use it wisely! Take this quiz to learn more and find resources to help you achieve your most pressing priority. https://lnkd.in/ekzbF7_A

As Business owners it can be often challenging to separate personal and business planning. Read on to discover how working with a financial adviser can simplify and make a big difference in the long run ⬇ #financialeducation

"The value of financial planning: The intangible benefits that could boost your wellbeing"   ➡️ To read the full article click here: https://lnkd.in/eU57d57c ➡️ Follow us RPG Chartered Financial Planners to make sure that you see all of our updates    #financialplanning #newsarticle #wellbeing

Master the art of business exit planning with expert guidance. Our team ensures that you navigate the process seamlessly, achieving success in your business exit. Hit the link to learn more 👇 #SwatAdvisors #taxprofessionals #IRStaxdebt #taxlevy #taxlevies #taxlien #stoptheIRS