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How to Create a Simple Financial Dashboard for Your Small Business
Small business owners spend over 20 hours per month on financial tasks, yet 46% still do not review their financial reports monthly (SCORE). A financial dashboard changes that by putting income, expenses, savings, debt, and net worth into one view. This guide walks through what belongs on your dashboard, how to build one in 30 minutes using Google Sheets or Money Mastery, and how to use the reports to have a real conversation with your money. Because 82% of businesses that fa

Donna Roggio
Jun 817 min read


How to Pay Yourself as a Business Owner (Without Feeling Guilty About It)
51% of small business owners have gone months without paying themselves. But skipping your pay is not dedication. It is a sign the system needs fixing. This post covers owner's draw vs. salary, Profit First allocation percentages, IRS guidelines, and a five-step system to make paying yourself automatic, consistent, and guilt-free.

Donna Roggio
Jun 712 min read


9 Financial Mistakes Small Business Owners Make (and How to Avoid Them)
82% of business failures tie back to cash flow problems, and 42% of small business owners started with limited financial literacy. These nine financial mistakes are the ones that show up most often, from mixing finances to skipping monthly reviews to trying to manage everything in your head. Each mistake includes a specific, actionable fix backed by real data from the IRS, Forbes, QuickBooks, SCORE, and more

Donna Roggio
May 249 min read
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