Why The Truly Profit Plan?
This system was created because it was needed!
In January 2021 I launched Truly Bookkeeping, owning my own business and working for myself had long been a dream of mine. I had spent the last 20 years as the right hand woman to MANY business owners and Executive Directors.
I quickly realized just how easy the business finances could get away from me. And I knew that my family was depending on me to make good, wise decisions with my business’ finances. I didn’t have much room for mistakes.
And so I read books like Profit First by Mike Machalowisk and listened to podcasts like Dave Ramsey and Donald Miller’s Business Made Simple. I gathered all this information about good financial practices and was on board with these suggestions, but although I knew what to do, I didn’t have a way to do it. I didn’t have a system, a plan, a spreadsheet, to put these sound financial practices into place.
And so I created one for myself. As I used this plan, I was able to keep my business’ finances in check. I was able to hire and scale more quickly than I had imagined. This plan was working! And as I worked with clients, I realized they needed this plan too. And so The Truly Profit Plan was born.