TL;DR
Feeling stuck in the grind? Your business isn’t broken—you’re just missing structure. There are 3 key areas you need to get under control:
- Financial Clarity
- Systems That Work
- Understanding the Numbers
But where do you begin?
Take the YBL Financial Foundations Assessment—it’s free, takes 2 minutes, and gives you instant, actionable advice to get back in control.
👉 Take the Assessment Now and find out who is really running your business.
Are You Running Your Business, or Is It Running You?
Let’s be real—most business owners didn’t start their companies so they could spend every day putting out fires, drowning in admin, or lying awake at night worrying about cash flow. You probably started with a vision. A goal. Maybe even a lifestyle you wanted to build. But somewhere along the way, the business started calling the shots.
If you feel like you’re always behind, stuck in reactive mode, or sacrificing your personal life just to keep the business afloat—you’re not alone. And it doesn’t have to be that way.
The truth is, businesses that grow sustainably don’t run on guesswork or chaos. They’re built with intention. That means being proactive, not reactive. It means setting goals that actually matter to you, and building systems that help you hit them—without burning out. It means aligning your business operations with your life goals so that every decision, every hire, every process moves you forward with clarity.
There are a few key areas every business owner needs to get under control. Within each of them, there are simple, actionable steps you can take today to regain control of your business and your life.
Let’s break it down.
Gain Clarity and Take Control
If you’re the only one who knows how to close the books, send invoices, or answer client questions, you’re the bottleneck. That’s not control—that’s a trap. Financial clarity gives you real control. It helps you see what’s working, what’s not, and what needs to change.
But here’s the catch: you can’t get that clarity without structure. That means reviewing your numbers regularly, understanding your true costs, and having someone in your corner who can help you make sense of it all. When your financial reporting is consistent and your systems are dialed in, everything gets easier—planning, forecasting, even sleeping at night.
The goal isn’t to turn you into an accountant. It’s to give you the right tools and support so you can lead your business with confidence.
Action steps:
- Schedule a recurring time each month to review your income, expenses, and cash flow.
- Create a simple list of your biggest fixed and variable costs—just knowing them is a huge first step.
- Ask your bookkeeper or accountant to explain your latest financial report in plain language.
Build Systems That Actually Help You
The systems you rely on every day—your invoicing, reporting, expense tracking, payroll—are either helping your business grow or holding it back. It’s not enough to have a system. The real question is: does it work?
Are your numbers accurate and up to date? Do your systems help you hit key financial deadlines like payroll, month-end, and tax filings? Are you using tools that make things easier, faster, and more reliable—or are you still buried in spreadsheets and paper receipts?
Modern businesses need modern tools. And more importantly, they need processes that deliver the right information at the right time—without adding stress.
Action steps:
- Make a list of your current financial tools—ask yourself if each one is helping or slowing you down.
- Review your last month-end close—did it happen on time, and were the numbers accurate?
- Choose one manual process (like expense tracking or invoice follow-up) and explore a software solution to automate it.
Numbers Aren’t Just for Accountants
You don’t need to be an accountant to lead a financially resilient business—but you do need to understand your numbers.
That starts with knowing your cash flow runway—how long your business can operate with the cash you have on hand. It means reviewing your monthly financial reports and actually understanding what they’re telling you, not just filing them away. It also means planning for taxes in advance instead of scrambling when deadlines hit. And yes, it means having a budget that’s current and reflective of where your business is headed, not one that’s collecting dust.
These aren’t just accounting checkboxes—they’re essential tools for making informed decisions, avoiding nasty surprises, and building a business that grows with confidence. Without them, you're not really steering the ship—you’re just hoping it stays afloat.
Action steps:
- Review your last three months of cash flow—do you know what’s coming in and going out?
- Ask your accountant or bookkeeper to walk you through your monthly financial report.
- Create or update a budget for the next 90 days—just start with income and major expenses.
Know Where You Stand
Getting caught up in the business and neglecting to work on the business happens to almost every owner at some point. It’s normal. The day-to-day demands pile up, and strategic thinking takes a back seat. And while asking for help is a big step, sometimes the bigger challenge is not even knowing if you need help in the first place.
That’s exactly why we created the YBL Financial Foundations Assessment. It’s designed to give you a quick, honest snapshot of where your business stands when it comes to financial clarity, systems, and long-term growth. If you think you’ve got everything dialed in—take the assessment and confirm it. If you suspect there’s room for improvement, the assessment will show you where to focus.
It’s free, it takes two minutes, and the results are instant and actionable.
👉 Take the Assessment Now and find out if you're running your business—or if it's still running you.