Mapping Your Next Move
Using Weekly Financial Insights to Make Smarter Business Decisions
Using Weekly Financial Insights to Make Smarter Business Decisions
You've established your Weekly Money Check-In. The ritual feels familiar now—maybe even comforting. The candle, the playlist, the 30 minutes that ground you in your business reality each week.
But now what?
What if those numbers you're tracking could be more than just organized data? What if they could actually guide your next business move?
Let's be real: most solopreneurs track their finances for two reasons—taxes and peace of mind. Both totally valid.
But your financial data holds untapped strategic power. It's not just about knowing what happened; it's about deciding what happens next.
This isn't about becoming an analyst or spreadsheet wizard. It's about pulling out simple insights that make decision-making less stressful and more strategic.
Your financial data tells a story—one with patterns, surprises, and important clues about your business health. Here's how to start interpreting that story:
At your next money check-in, take a look at the past three months of income. Which of your offers tend to bring in the most revenue? And which ones leave you with the most profit after expenses?
Sometimes what makes the most money isn't what takes the most time. That social media management package might bring in steady revenue, but is your hourly workshop actually more profitable when you calculate the time invested?
Don't just track the gross revenue. Ask yourself: "What's my true hourly rate for each offering when I factor in preparation, delivery, and follow-up?"
These quiet insights can help guide your next steps.
Money flows out as well as in. Where do you consistently spend money? More importantly—which expenses directly support your profit-makers, and which don't?
That project management software subscription might seem essential. But if your most profitable work comes from one-on-one coaching that requires minimal project tracking, is it really serving your highest-earning activities?
Some expenses are investments; others are just habits. Your weekly check-in helps you distinguish between them.
Business isn't static; it ebbs and flows. After several months of check-ins, patterns will start to emerge:
These insights let you plan proactively rather than react in panic.
If summer historically brings a slowdown, you can plan accordingly. Or you can create offerings that provide income during the slow times, and improve this trend.
Data without decisions is just noise. Here's how to transform what you're learning into strategic moves:
Once you've identified your true profit-makers, consider:
Example: You notice your one-day intensive sessions generate more profit in 6 hours than your 6-week live workshop series does over two months. This might signal it's time to create more intensive options—or transform elements of your live workshop series into a more concentrated format.
Your weekly insights reveal where to invest more resources and where to pull back:
This isn't about extreme cost-cutting; it's about intentional resource assignment. Every dollar should have a purpose aligned with your business goals.
Lean into the natural flow of your business:
This kind of rhythm brings ease and clarity. Instead of being caught off guard by the ups and downs, you’re working with the wave—not against it.
The greatest benefit of your Weekly Money Check-In isn't the organization—it's the confidence. When someone asks about your availability for a new project, you don't guess. You know if you have the capacity both in time and cash flow.
When considering a new investment, you don't wonder if you can afford it. You understand exactly what money you have available and what you need to receive to make it worthwhile.
This isn't about avoiding risks; it's about taking calculated ones. The best entrepreneurs aren't reckless—they're informed risk-takers who understand their financial foundation.
Don't overwhelm yourself trying to figure everything out all at once. At your next Weekly Money Check-In, just add these three questions:
Over time, these simple reflections build powerful awareness. You'll start to see trends before they become problems—or before they become missed opportunities.
Most solopreneurs operate reactively when it comes to money. They make decisions based on what's in their bank account today, not on patterns or plans.
Your Weekly Money Check-In transforms you from money reactor to money director. You're not just responding to what happened; you're shaping what happens next.
This isn't about predicting the future perfectly. It's about making informed choices today that create more options tomorrow.
That's the real power of financial awareness—not just peace of mind about what was, but confidence about what could be.
Your next business move isn't a shot in the dark. It's a step guided by the very real story your numbers are telling you—if you're willing to listen.