10/31/2026
Busy weekend!
🎃Halloween for Tricks or Treats🎃
• October ends today 🗓️on Saturday, October 31 which means Month One of Q4 is complete,
• The clocks ⏰ go back one hour early on Sunday, November 1, and
• Only about 60 days remain in this year! 📆
If the scariest thing this 🎃Halloween is not your costume but your bank balance 💰– here is your 60-day Cash Balance action plan.
Do not let your numbers trick & 😱scare you.
Instead use your extra hour ⏰to look at your numbers AND practice your weekly finance review habit.
You have plenty of time to act on your year-end tax, profit & spending decisions. 📉
1. Open your bank app.
2. Record your October cash balances.
3. Compare it to your September cash balances.
4. Review your three biggest expenses. Any opportunities to reduce spending?
5. Confirm your Profit savings allocations for the month are complete & your account balance is growing.
6. Schedule your meeting with your tax advisor in early November to discuss strategies to implement & confirm your tax savings will be adequate to pay your tax liability.
7. Schedule your meeting to kick off or assess your Cash Management process with me. DM me to schedule a chat.
Treat yourself to financial 💰peace of mind!
I work with Business People on simple daily money habits to keep more money for lasting financial success.