Episode
104 The Monthly Money Date for CEOs: A Simple Routine to Stay Connected to Your Numbers
- Published
- Feb 3, 2026
- Duration seconds
- 656
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Summary
I'm starting a fun Valentine's Mini-Series this week for the next few weeks! I don't personally sit down every week and look at my numbers. That feels like a lot. But I do have a monthly routine where I check in with my business money, and that habit has made a huge difference. This applies whether you do your own bookkeeping, outsource parts of it, or have someone else doing most of it. No matter where you fall on that spectrum, as the CEO, you still need a relationship with your numbers. I want to encourage you to create a monthly money check-in ritual that feels like a treat! Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule Happy Bookkeeping!