May 23, 2024

Become a Numbers Girl with Sara Fins

Become a Numbers Girl with Sara Fins

“Part of my mission is to teach women business owners that it's so empowering to be able to look at and know your numbers.” –Sara Fins

Not a numbers person? Uncomfortable with money? Let’s make it easier and something you actually do. I'm really excited to talk with Sara Fins, a financial coach and retired CPA. She has experience as an accountant in corporate and gets the needs of entrepreneurs from a decade of running her own health coaching practice. 

So many of us are triggered by financial things because of money stories we picked up when we were younger. Sara explains how to use triggers to help us actually take action around our financial lives.

We talk about how to really keep it simple while getting more comfortable with money. If you’d like less of a panic and scramble at tax time, if you’d like more confidence about your financial situation, and to actually start attracting more money, this conversation is for you.

We talk about: 

  • Having a financial accountability buddy
  • Starting by paying attention and actually looking at what’s coming in and out of your business
  • Why having separate accounts for business saves you time and headache
  • Creating a good-better-best money plan 
  • Making a habit of paying yourself — even in the beginning
  • Creating your own financial checklist — where to check when you track revenue or expenses

ABOUT SARA

Sara Fins is an expert Financial and Certified Health Coach and retired CPA who spent over a decade as an accountant in the corporate world and a decade running her own health coaching practice. Now she blends her accounting background and entrepreneurial experience to help other solopreneurs manage and master their business finances with ease.

Through her private coaching programs, workshops, and her signature course, “Easy Business Bookkeeping,” Sara helps small business owners feel confident managing their business finances so they can save time, stress less and keep more of the money that they earn.

When Sara isn’t working with clients, you’ll find her hanging out with friends and family or curling up with a good book in her Long Island, New York home. She loves to travel and see the world and her favorite place to relax and recharge is at the beach.

LINKS


DOABLE CHANGES

At the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Change comes from action. 

Doable changes are things that you can add into your life, one at a time to make micro shifts and really create a ripple effect that will create a big change over time. Choose one that really piques your interest and roll with it. 

Here are three Doable Changes from this conversation:

  • PLAN A MONEY DATE. Pick a regular time to look at your accounts. See how much money is coming in, when, and now. Notice where money is flowing out and how much. Any tracking you do will flow out of starting to pay attention. Paying attention will help you make better decisions and scramble less at tax time.
  • SEPARATE ACCOUNTS. In addition to being a good business practice for tax purposes, you make your own life easier when you keep your business accounts separate. You know that expenses from your business bank account or on your business credit card are for business. If you don’t have separate accounts, set them up. If you have separate accounts, take the doable step of making sure you are working with the right account each time.
  • MAKE A GOOD BETTER BEST REVENUE PLAN. Think of this as what you need to cover expenses, what you need to be making a little money, what your aspirational goal is. Then really look at the numbers. What are your offers? How many do you need to sell to hit good, better, or best? Is that possible? Do you need a different offer or different rates?