Business By The Books with Danielle Hayden The Quarterly Financial Review Every CEO Should Be Running
Most business owners are so focused on the day-to-day that the bigger picture never gets looked at.
In this episode of Business by the Books, Danielle Hayden walks through exactly how to run a quarterly financial review — and why it's one of the most important things you can do as a CEO.
Instead of reacting to slow weeks or tough months, a quarterly review gives you the structure to zoom out, find the real patterns in your business, and decide where you're going next.
You will learn what to review each quarter, from revenue and operating expenses to cash flow, compensation, and net income, and how to use that information to lead your business with intention.
If you have ever felt like you're running your business without a clear financial direction, this episode will give you a repeatable process to change that.
👉 Discover how our CFO services can transform your finances and align them with your future goals: here
Key takeaways:
00:00 Reacting vs. reviewing your numbers
01:24 How to run a quarterly financial review
02:28 What your revenue is actually telling you
03:38 How operating expenses reveal your priorities
04:46 Profit vs. revenue — what healthy profit looks like
06:24 Cash flow and protecting your business
07:42 How to review compensation
08:22 Setting your next 90-day priorities
Resources:
✨Download The Ultimate Dashboard for Business Owners for FREE here
📈 Book a strategy call with Danielle's team at Kickstart: here
👉 Check your books here
👉 Visit the Kickstart website
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