Small Business Owner

CEOs Know the Numbers: Book a Money Date with Yourself

CEOs Know the Numbers |

I have a confession. For the first three years of my business I only looked at the “numbers” when it was payday or when I was making a big purchase.

And by “looked at the numbers,” I mean I looked at the amount in my checking and savings accounts — and nothing more.

As my business grew in clientele, team structure, and ultimately profits, I began to feel buried by the weight of the unknown. What was my overall growth strategy for the financial health of She Can Coterie? By what rate were we growing? What did the influx of money in vs. money out look like?

I couldn’t answer these questions, but as CEO, I knew I had to. So, I implemented something super sexy — a weekly date between myself and my numbers (hot stuff, I know).

Since implementing these weekly money dates, I’ve not only seen the numbers grow and grow over time, I’ve learned what to look for by noticing trends and have saved money by simply being aware. And that’s the goal, right?

I have had to overcome some blocks and limiting beliefs around money — as have many of you, I’m sure. But so much of it was solved by simply taking the time to look at my numbers during my weekly money dates.

Why are money dates important?

When I first started these money dates with myself, I had no real gauge of what was happening in my business. Sure, clients were coming in, clients were leaving, we were growing, etc., but it was all vague highs and lows.

When you set aside time to look at the numbers you actually see what’s happening with your money.

When you know the numbers behind your biz, you can confidently move into the right decisions.


When you know the numbers you are empowered to make decisions. What are the next moves you need to make? Can you make that hire? Can you invest in that learning or software?

When you know the numbers behind your biz, you can confidently move into the right decisions.

Our whole goal here is to move you from manager to CEO, and knowing the numbers trains your brain to think like a CEO.

CEOs have a business plan and cash flow forecast. They are able to “talk finances” to granting and lending bodies. And, they look for and cultivate the best members for their team, rather than spend their time looking for clients.

With your eye on all of this, you’re setting your sites on a future of growth and expansion.

How often and when should I have a money date?

Consistency is key here. While I recommend a weekly date to really stay on top of the numbers, a money date each month can work as well.

A caveat: your goal is to remain connected to your numbers. No matter when you sit down for your money date, you want to be checking your balances and statements at least once a week.

Because money can cause stress, anxiety, and negative thoughts (I speak from experience here), it’s best to choose a day and time that is a low key as possible. Don’t do your money date at the end of a day filled with client calls or when you have a stressful client due date.

You want to come in with a clear, positive mindset. For me, sometimes the weekend is best.

Ultimately, the when doesn’t matter, it’s the consistency that matters most.

What do I need to have ready for a money date?

To get ready, you’ll need to gather a few key things. To start, where do all of your numbers live? You’ll need to have all of the documents, apps, spreadsheets, budgets, statements, etc. open and readily available.

You’ll also need your planner or a place to take notes. I always have my May Designs journal next to me.

From there, it’s about making this time a little bit luxurious. Light a candle. Treat yourself with your favorite iced latte and warm chocolate chip cookie. Whatever is going to make this feel good.

HINT : It’s probably best to save the glass of wine as a celebration for when you make it through.

Okay, but now what do I actually do?

Let’s get to work, CEO!

  1. First we track the numbers. Open all documents, bank accounts, trackers, spreadsheets and budgets. Get it all in front of you and track your week’s activity. We use Xero for our bookkeeping — everything is set up to automatically sync there and our bookkeeper will reconcile monthly.

  2. Next we look ahead to what’s coming up. This is one of the best parts of money dates. There are less surprises in the middle of your week. No more overdrawn accounts, no more unpaid bills. You take this intentional time to see what bills are coming due and what income you are expecting. Take a look at your budget to see if money is available for these bills that are coming up. Take a look at any upcoming travel or client meetings and make sure that money is set aside for these events.

  3. What did we notice? I should have said this from the start, but come to this with an objective mind. Remove any connection or emotion from the numbers you are seeing. Money has left, money is coming in, money is remaining. Let’s notice the flow.

    • Let’s take a look at where our spending from the previous week. Is there anything that stands out that we should be aware of in the future? One to many Starbucks visits? Just me? Kk.

    • How are we doing on our budgeting? Have we overspent our budget? Have we over-allocated (this is a dream scenario, amiright?)

    • Let’s notice these numbers and move to the next step.

  4. What do we need to adjust? This is where we make a plan for things we noticed. No shame, no judgement, just planning for next week when we will make better choices.

This is always part of the discipline talk with my three year old:

  • We didn’t make the best choices

  • There are consequences to poor choices

  • What better choices are we going to make next time?

  • Ask for forgiveness, receive forgiveness

  • Hugs and kisses

  • Move forward

Still applicable for us. Do we need to plan for one less iced latte? Do we need to move more money into our hiring budget? What better choice can we make next week?

Ask for and give yourself forgiveness. Say “I love you, you are doing your best.” Now we move forward.

Now that we’re moving forward, how do we keep ourselves motivated to continue this work? This all depends on what motivates you, but here are a few helpful things I’ve seen work.

  • Visual trackers can be a great way to see the progress you are making that can’t always be easily shown in a spreadsheet.

  • You can reward yourself for hitting specific milestones. Now remember, your reward can be a new pair of shoes or the Airpods you’ve been wanting, not a trip to Bali. We don’t want to throw away our hard work in the name of celebration.

  • Save your favorite cafe or fancy dinner for your money date. By pairing it with something extra special, you will begin to look forward to the date each week or month.

  • Find someone to keep you accountable. This can be your biz bestie or your accountant — which leads me to MY favorite way to stay accountable.

  • Find a professional to help you. Kandis, our bookkeeper, has revolutionized my business in that she is also on top of what’s going on with the numbers. She helps me forecast, see where we aren’t spending wisely, and, BONUS, prepares everything I need for my CPA come tax time. Trust me, you need Kandis in your life.

Let’s take control of our money together, shall we?

Begin by simply being willing to approach those limiting beliefs, make a date with yourself that you look forward to, and take it one week at a time. Trust me, this time next year you’ll be a more profitable, happier CEO.


Just kidding, but this will give you first dibs on our newest content.

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    Continual Learning and Deriving Inspiration as a Leader

    Continual Learning & Deriving Inspiration as a Leader |

    The journey from manager to CEO is not without its mindset challenges and self-doubts. You might be asking yourself, “Am I really qualified to be the CEO of anything?” Short answer: YES.

    But growth doesn’t stop there. Becoming the CEO doesn’t mean you’ve reached the top, that you’ve plateaued, or that there isn’t more to learn.

    Actually, it’s quite the opposite. Becoming the CEO means you’ll be able to hold more space for dreaming, for learning, and for pursuing those goals and dreams with your best foot forward.

    I get it — educating yourself can feel more like a chore and can quickly become overwhelming. Even worse, it can seem unimportant. We put it off and put it off because it doesn’t seem as pressing as that large proposal you need to put together, right?

    Education can feel overwhelming or unimportant, unless you change your mindset and make the decision to take education seriously and dig deep.

    Honestly, it’s a decision you make — it’s either important or it’s not. It’s either a priority, or it’s not.

    How to Filter and Organize Your Continual Learning

    If you decide education and continual learning is a priority for you in life and in business, start searching for learning opportunities with intention to find the education that you know you can trust and will benefit you and your business.

    Distance yourself from the noise and ask yourself these questions:

    • Where do you want to take your business in the next few months?

    • What knowledge do you lack to get yourself there?

    • What do you need to know in order to accomplish those goals?

    • How will you measure success in your education?

    Validate your educational resources by asking yourself these questions:

    • Will their service, their content, further your brand in its mission or dilute the brand?

    • If you implemented their education, will you be closer to attaining your goals?

    • What exactly are you going to be learning from them?

    • How long will it take to learn what you need to learn from them? If you’re joining a course, challenge, or program — how long will it take to complete?

    • And what will you gain from learning from them?

    Different Forms of Learning

    Education comes in hundreds of different forms these days, so I get if choosing how you’d like to learn can be a bit overwhelming.

    You have to find not only the best resources for what you’re looking to learn, but also find enjoyable ways to learn that work for you and your brain.

    Below is a list of just a few of the most popular ways you can learn and find inspiration:

    • Listening to a podcast

    • Reading blog articles

    • Watching the Instagram stories of your CEO inspos and biz besties

    • Reading a good book (we highly recommend Brené Brown’s Dare to Lead!)

    • Taking an online course

    • Signing-up for free opt-ins

    • Investing in a mastermind

    • Attending conferences

    • Making use of digital learning centers (Udemy and Lynda are just a couple we love)

    • Checking to see if your library has a digital app that gives you access to even more eBooks and audiobooks

    How to Make a Plan And Dive In

    Dedicate yourself. Once you narrow down what areas you want to grow in and what resources you trust and believe in, go all in.

    Plan time and schedule out. Make time in your schedule to dedicate yourself to your reading list, any programs you’re participating in, or completing an online course. For conferences, you will want to give yourself several months in advance to research the ones you want to attend and make plans to get yourself there.

    Say yes or say no. Courses will pop up, compelling ebooks will find their way to your screen, a must-see webinar will convince you that you will die if you don’t watch it. Be intentional, take a breath, don’t get overwhelmed, and vet it! Say yes, it is a priority, and put it into your schedule. Or, say no, taking part in that thing or reading that thing is not a priority right now, and move on. Yes or no. No maybe.

    Lastly, don’t do everything. I repeat: don’t do everything.

    As you move from Manager to CEO, remember that before, there was likely no way you could possibly fit any more onto your plate. But now, as you move more and more into the CEO role, there is time.

    Why is this something you should be excited about? Because you get to dream again! You get to go back to focusing on what truly inspires you and invest more time into learning so you can accomplish the dreams and goals you have for yourself and for your business.

    Take a step as ceo:

    If you’re ready to dig deep and make continuing to educate yourself a priority, we have written an ebook called Manager to CEO that will help you identify what’s holding you back as a manager and make an action plan to move forward toward CEO.

    Are you ready to move from manager to CEO? SIgn up here.

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      The 3 Steps You Need to Take to Reframe Your Mindset & Pursue Growth

      3 Steps to Reframe Your Mindset and Pursue Growth |

      You know you need to do some deep mindset work in order to grow into the CEO, the leader, the friend, the spouse, the mom you’re meant to be, but where do you begin? Knowing there’s a gap between where you are and where you want to be is the first — and maybe the most important — step, but now it’s time to dig in and do the work.

      You’re ready, but how?

      How do you do the mindset work needed to reframe the limiting beliefs you adhere to with new truths that open you up to growth and further success?

      Understanding Your Mindset

      First, it’s important to realize that your mindset is an algorithm. It’s a set of beliefs we construct in order to help us manage input, initiate action, and execute decisions. It’s a set of rules for our thoughts and feelings that help us function and navigate life — and that’s a good thing!

      Mindsets can be both good and bad, limiting and freeing, restricting and liberating. They can exist in extremes — too constricting or too loose. They can be built on lies as well as truths. They can be motivating and challenging or placating and uninspiring.

      Ultimately, they can rule you and dictate your actions for you, or you can intentionally reconstruct them so you wield them for an intended purpose and make them work for you.

      In order to keep us “safe,” the default setting for our mindsets are safety, comfort, and clinging to what is known. Sure, this way of thinking and maneuvering through life will keep us comfortable, but it keeps us stuck in the same old place we’ve always been. And we all know we can’t grow that way.

      If we don’t do the mindset work needed to free ourselves and intentionally determine where we want to go, we will continually operate within a limiting mindset. We’ll stay in that comfort zone, never pushing past into the unknown where success lies. We will continually operate from a place of fear, scarcity, and desperate longing.

      Reframe Your Mindset

      Once we know what is at the core of our mindset, it’s much easier to understand how to take control of it. It’s no longer this mysterious force that controls us. We can control it.

      Here’s how to reframe your mindset and begin rewiring your thinking:

      First, you need to understand and develop the priorities and values that mean the most to you. The values that you live by and want to honor with your life. Doing this will establish your destination and where you want to ultimately take yourself in life and business.

      You can’t develop the roads you want to follow if you don’t first understand where you want to go! (tweet this!)

      Without doing this first step, we’ll continue to stay on those small, safe, local roads we know all too well. We’ll stay enslaved to our default mindset of comfort, never mapping out new roads to travel down.

      So, when we require growth (i.e. become CEO!), we’ll be faced with roadblock after roadblock, never truly going anywhere except in circles.

      So, take out your journal and answer these questions:

        1. What is your passion? What lights you up and puts a fire in your soul?

        2. What is your ultimate vision for your life right now? When you’re looking back and retelling the story of your life, what kind of journey does that story tell?

        3. And, what impact will you want that story to have had in this world? What purpose did your journey have? What mission, or missions, did you accomplish?

      Next, you’ll need to determine what has been holding you back from fully pursuing that mission and vision to the full. In what areas of your life do you keep going in circles, round and round? What beliefs are you holding onto that keep you doing the same old thing, the thing that simply isn’t working for you anymore?

      These are the limiting beliefs that currently constitute our mindset, and we need to break them down in order to rebuild a new, freeing mindset! Journal through these questions:

        1. What has been frustrating you lately?

        2. Where does that stem from?

        3. What version of you would you need to be in order to conquer that frustration?

        4. What lies have you been believing that are keeping you here on the comfortable side of growth?  

      Finally, you’ll need to rewrite those stories you’ve been telling yourself and pair them with the new truth you want to believe. Yes, you have the freedom to define your own truths, the rules you want your new algorithm to follow!

      Take each of the limiting beliefs you’ve been holding on to and ask yourself these questions about each one:

      1. How is this previously held belief holding me back?

      2. What new reality awaits on the other side of this old belief?

      3. What new belief do I want to tell myself in order to pursue my passion, mission, and vision?  

      Trust Your New Mindset

      Just reframing your mindset isn’t enough. There will be twists and turns down these new roads you’re traveling. The going will get tough, and at times you may lose your place on the map.

      Here are a few tips to help get you through those times:

      1. Trust your intuition. Let your internal force lead you — after all, it is what has gotten you this far!

      2. Lead with curiosity. Let the question of “what if” lead you. Follow the curiosity, the adventure, and the fun it brings!

      3. Remain consistent. At times you’ll be tempted to revert back to the old, comfortable beliefs you knew for so long. You may even question the validity of your new truths, but remain consistent in citing the mantras, speaking the truths, and believing in the future you're pursuing.

      4. Choose growth over stagnation. Don’t be afraid to continually rewrite the truths you use to frame your mindset. You’ll eventually outgrow the mindset you’re developing now and in order to continue to pursue growth, you’ll need to do this process again and again.

      Now, take action toward the future you!

      If you haven’t already, get out your journal and go back through this post and write through all of these prompts! Trust your internal force to lead you to construct the new mindsets you need to become the CEO you dream to be!


      Just kidding, but this will give you first dibs on our newest content.

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