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48 | 3 Steps to Start Profit Planning for the New Year with Geily Romero
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As the year begins to wind down, I know we all have one thing on our minds: MONEY. Whether we’re thinking about holiday spending, setting goals for 2025, making the most of the final month of the year, planning for more income in 2025, or identifying expenses for tax write-offs, money is definitely a top focus.
I’m thrilled to introduce you to Geily. She’s the founder of Cutting Edge Financial Solutions and works with service-based businesses to improve their bottom lines through cash flow management and financial planning, focusing on reducing spending and maximizing take-home profits—which, let’s be honest, is what we all want.
🎙️ In This Episode:
- Why we all need a little reality check when it comes to our profit planning
- What your 2025 goals should look like (beyond just a revenue number)
- How we can plan ahead to see more profit this year
Links Mentioned:
- Read the full shownotes: https://thekarareport.com/48
- Grab Geily's FREE Mastering Cash Flow Guide: https://www.cuttingedgefinancialsolutions.com/resources
- Follow Geily on Instagram: https://www.instagram.com/cuttingedgefinancialsolutions/
- Work with Geily here (and check out her planning for profit sessions): https://www.cuttingedgefinancialsolutions.com/services
- Learn more about working with our marketing agency here: https://thekarareport.com/services
- Follow me on Instagram: https://instagram.com/thekarareport
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