Quarterly Audits are my JAM. I love examining this info and breaking it down with my one-on-one clients. Quarterly audits give you priceless information on how your business is doing — from clients, to profits, to your team, projects, systems, and more. This is not a time to shame yourself or put yourself down if your business did not do as well as you would have liked. During audits, you actually need to give yourself grace so you can see your business through an objective lens. Even if you struggle looking at your numbers or analyzing your day-to-day business operations, my 6-step process for quarterly audits that will work for everyone.
00:42 — The Value of Quarterly Audits
01:31 — Step 1: Revenue Projections, Systems, and Goals
04:24 — Step 2: Check Your Internal Spending
06:39 — Step 3: Cost-Benefit Analysis
08:07 — Step 4: Percent to Total Breakdown
10:37 — Step 5: Your Acquisition to Conversation Rate
13:01 — Step 6: Service Margins
14:48 — How to Implement This Into Your Business
Resources:
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