YOU know it’s time for change, but you’re not sure where to start.
No problem. Read on…
You're not alone. A lot of people don't know where to start.
So let’s get you some clarity.
Different people are in different places with money. Some have a bookkeeper or simple tracking, and goals they still want to achieve. Some have a system, but want something easier. Some don’t have any process at all, or may be behind in taxes, deeply in debt, or barely paying themselves.
Many people think the solution is to hire someone to set up bookkeeping systems. Which makes sense – if you don’t have systems, you probably aren’t making much progress on your goals, because you don’t have the info to make new decisions.
But starting solely with systems can backfire.
Because it can trigger your shit. Hit your mental blocks. Feed your insecurities. Make you feel inadequate (even stupid?). Then you end up worse off than you started, because you’re paying for someone to set things up and get you numbers, but you don’t even want to look at them (and don’t know what to do with them if you did!)
Setting up a system gives you numbers, which are important. But numbers don’t give you context. Numbers don’t consider who you are, your current situation, your hopes, your dreams, or your priorities.
So yes, you can get someone to set up your bookkeeping. Or invoice your clients. Or even take over, pay your bills, and give you an allowance. I’ve done all of that for clients.
And it doesn’t change the situation long-term.
I’m not interested in you paying me to end up in the same (or worse) financial situation. That’s just not the way I roll. I’m on a mission to help entrepreneurs stay in business and make their dreams happen!
So how do you choose?
Starting with systems may be best if you:
Are easily paying for everything - at home and in your business - and want to streamline how you do things.
Have taxes to file and aren't ready.
DO know your numbers, but want an easier process.
Have a life circumstance that you need support through (death in the family, illness, etc), and you need help getting things together right now.
Systems are best if you’re either in a temporary tight spot and need real solutions now, OR you’re feeling pretty good about your income and spending, and just want tasks to be easier.
In other words, you don’t have time to look at deeper, more holistic long-term solutions, or you don’t need to right now.
Starting with profit may be best if:
You're happy with your money tracking, and you want to achieve bigger money goals (paying yourself more, hiring help, travel, retirement, etc).
You're not a "numbers person", and money makes you a little uncomfortable.
Your first inclination is to turn everything over to someone else and check out (but you know that's not gonna cut it...)
You've tried creating systems, spending plans, or budgets before and failed, and you think it will never work for you.
Money has been an issue in your relationship (with a life or business partner) and it's time to get on the same page.
The profit path starts with who you are and what you want, to reshape your mindsets, patterns, and habits. Choose this if you are ready for holistic, long-term solutions, and know it’s time for REAL transformation.
I have thoroughly enjoyed working with Emily on my family’s financial plan. Her approach is refreshing, realistic & effective, [and] is based on defining your highest values & how your money can create the life you want.
In the past I have been intimidated by managing our money. After working with Emily, I am confident in making powerful financial choices that support the life we want to create. Our savings has tripled. We have saved 6 months income in an emergency fund. We have saved over $500 in monthly bills, and we are making large monthly contributions to investments. It is not just a quick fix but a new outlook for our financial success now & in the future.- Kristin White
Have your money work for you, instead of you working for your money!