A Budget Is Your Dream In Numbers - A Bookkeeper's Tale

Kendra was a business coach with vision boards, notebooks full of ideas, and a deep desire to scale her group coaching program. Every year she set goals. “Six figures this time,” she’d whisper to herself. “More time with my kids. Maybe even a vacation.”

But when I looked at her finances, there was no budget with her goals. Which meant she didn't have a road map of HOW to achieve her goals.

She knew her dreams inside and out, but couldn’t tell you how much she needed to earn, what her expenses were, or how much profit she was actually keeping. And with each month that passed, she felt more behind. Her dreams were there but the money never caught up. Each quarter, she kept wondering why things weren't changing and started to doubt whether or not she could grow her business. Maybe she was just meant to stay small.

That’s when I told her my truth: A budget isn’t a cage. It’s your dream, written in numbers. It's your road map to building a six, seven, eight figure business. It's your road map for hiring help and being able to have advertising.

We built her first real budget together, using the EPI™ formula. For the first time, she saw exactly what she needed to charge, save, and earn to make her business match the life style she wanted. Within six months, she hit her revenue goal!!! More importantly, she stopped feeling like a failure every time she opened her bank account.

If you’re dreaming big but dodging your numbers, don’t be shocked when your bank account stays stuck. Put the dream on paper. Put the numbers in QuickBooks. Review them weekly, not with dread, but with celebration. Because when you have a clear, data-backed revenue goal, your creativity will rise to meet it.

Lub you,
Crystal 🦄