Week 49 (Day 7): Year-End Financial Review


Day 7: Weekly Recap & Reflection

  • Recap

  • Reflection Questions

  • Free Resource


Week 49 Day 7 Action Plan

Congratulations on completing Week 49 of our Financial Management Series! Let's recap what we have covered.


Week 49 Recap: Year-End Financial Review

  • Initiating the Review: Gathering financial documents.

  • Assessing Financial Performance: Analyzing past year's performance.

  • Budget Review: Evaluating and adjusting the budget.

  • Tax Preparation: Preparing for year-end tax obligations.

  • Setting Financial Goals: Outlining goals for the upcoming year.

It's reflection time! Take a moment today to reflect on what you learned during Week 49.


Reflective Questions

  • What insights did you gain from assessing your financial performance?

  • How do your financial goals align with your business aspirations?

  • What adjustments will you make to your financial strategies based on the review?

Free Resource:

Stay in Touch

I would love to hear how Week 49 went for you! Ready for Week 50?

Next Week: Setting Financial Goals for the Next Year

 
 
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Week 50 (Day 1): Setting Financial Goals for the Next Year

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Week 49 (Day 6): Year-End Financial Review