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The How of Business - How to start, run, grow and exit a small business.

370: Financial Planning with Danielle Hayden

The How of Business - How to start, run, grow and exit a small business.

Henry Lopez, Levante Business Group

Entrepreneurship, Business

4.7522 Ratings

🗓️ 3 May 2021

⏱️ 48 minutes

🧾️ Download transcript

Summary

Financial Planning and goal setting to help you grow your small business with Danielle Hayden. Danielle is a CPA, author and the Co-Founder of Kickstart Accounting, Inc. She shares her tips & strategies for budgeting and developing a curiosity for your financial numbers.

Henry Lopez is a serial entrepreneur, small business coach, and the host of this episode of The How of Business podcast show – dedicated to helping you start, run and grow your small business. (TheHowOfBusiness.com)

Transcript

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0:00.0

Welcome to the how of business with your host, Henry Lopez, the podcast that helps you start, run, and grow your small business.

0:13.5

And now, here is your host. This is Henry Lopez. Welcome to this episode of the how of business.

0:19.2

My guest today is Daniel Hayden. Daniel,

0:21.8

welcome to the show. Thank you so much for having me here. I'm excited for this conversation.

0:26.6

So am I. This is a topic I've been talking about quite a bit lately on the show because it's such a big one.

0:33.1

You know, Daniel, as you and I were chatting before we started recording, I just see this as such a

0:38.5

common and big challenge for most small business owners. In my experience, successful business

0:44.7

owners know their numbers, their financial numbers. They have a plan for launching and growing

0:50.1

their business. But many small business owners ignore their finances, whether it's because they don't

0:55.9

know what to know about them. We know what the truth is about them. Or I hear a lot, quote,

1:01.5

we just aren't good with the numbers. I'm just not a numbers person, unquote. You know, that's a

1:06.6

common one, right? Yeah. At the end of the year, what would they do is they scramble to get their books ready for

1:12.5

their CPA to create and file the tax returns.

1:15.8

And then that's it.

1:16.5

We ignore it again until the next year.

1:18.7

Instead, what we need and what Danielle is going to share some guidance on is a financial

1:24.8

plan, as I'm calling it, or goals with specific and measurable goals that

1:30.8

we can attain. We have to use our financial data to help us make better decisions as we grow

1:37.0

our small businesses. And so again, Danielle Hayden helps her clients do just that. And she's

1:42.2

here today to share her entrepreneur story,

1:44.4

how she got to where she is today. And then we're going to dive into some practical

1:48.4

tips and advice on how to help you take control of your finances and then turn your business.

...

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