Finished Financially Healthy Business Podcast? - hop over to Profit First with Deb Halliday for the regular weekly show.

In this final episode of Season 2, I’m sharing a 90-day reset plan designed to take you from financial chaos to clarity—step by step.

I’m Deb, a Profit First Professional and founder of The Accounts Ladies, and I know how overwhelming it can feel when your finances are out of sync with your goals. That’s why I’ve created a structured, achievable roadmap to help you take back control—without the stress or guesswork.

This 90-day plan will help you:

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• Track income and expenses with intention
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• Set up Profit First allocations for business and personal finances
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• Calculate your break-even points
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• Revisit pricing, review spending, and optimise for profit
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• Establish consistent owner’s pay and address debts with clarity
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If you’re ready to feel confident about your numbers and create a business that truly supports your lifestyle, this is your starting point.

About the Episode:

This concluding episode of the Financially Healthy Business Podcast – Season 2 brings together everything we’ve explored into one clear, actionable system.

Whether you’re just starting out or rebuilding from a tough season, I guide you through a practical 90-day approach to stabilise your cash flow, reduce stress, and build real momentum. The goal isn’t perfection—it’s progress.

From daily money habits to bigger picture planning, this episode is your invitation to stop feeling overwhelmed and start making empowered financial decisions.

💡 Ready to reset your finances?Takeaways:

• In this episode, we emphasize the importance of establishing financial clarity to alleviate the chaos that often accompanies business management.
• The 90-day reset plan presented herein serves as a structured roadmap for achieving financial stability and growth in one's business.
• We advocate for the methodical tracking of income and expenses over a thirty-day period to gain insightful awareness of financial patterns.
• Our discussion underscores the necessity of setting consistent financial goals that align with one's overarching business objectives and personal aspirations.

Links referenced in this episode:

• theaccountsoffice.co.uk
• financiallyhealthybusiness.co.uk

Companies mentioned in this episode:

• Accounts Ladies
• Accounts Office Academy
• Financially Healthy Business

In this episode, we explore the three critical roles every business owner must master: the CEO, the CFO, and the technician.

I’m Deb, a Profit First Professional, and I often see entrepreneurs pouring all their energy into the technician role—doing the work, delivering the service—while neglecting the financial and strategic responsibilities that truly drive growth and sustainability.

This episode is your invitation to step back and evaluate how you’re spending your time. Are you leading your business, managing your finances, and delivering your service—or just surviving in the daily grind?

We’ll break down what each role really involves, and I’ll give you practical tools to start balancing your time and attention across all three—so your business can support the life you want, not drain it.

About the Podcast:

This episode of the Financially Healthy Business Podcast dives into one of the biggest barriers to sustainable success: role imbalance.

I guide you through:

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• What it means to act as the CEO (vision, strategy, alignment)
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• The true responsibilities of the CFO (cash flow, financial planning, oversight)
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• How to stay effective as the technician—without getting stuck in it
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You’ll learn how to spot where you’re overinvested, what’s missing, and how to build a weekly routine that honours all three roles. Because running a successful business means more than delivering your product—it means leading, planning, and protecting your financial future.

In just 15–20 minutes, this episode helps you move from doing to directing, with greater clarity, control, and calm.

Lead like a CEO. Think like a CFO. Deliver like a pro.

Takeaways:

• The podcast emphasizes the necessity for business owners to wear three essential hats: the CEO, the CFO, and the technician, each contributing to the overall financial health of the business.
• To avoid financial chaos, I must allocate time for strategic thinking as a CEO, even if it is just thirty minutes per week, to set clear goals for my business.
• Balancing the roles of CEO, CFO, and technician is crucial; neglecting any one role can lead to significant challenges in business sustainability.
• A practical action step includes dedicating one hour weekly to focus solely on my CFO responsibilities, thus ensuring I am actively managing my financial health.
• Understanding my financial roles can illuminate my path as a business owner and facilitate informed decision-making that supports my long-term vision.
• It is vital to regularly check key financial metrics, such as profit margins or cash flow, to maintain clarity and control over my business's financial status.

Links referenced in this episode:

• www.financiallyhealthybusiness.co.uk

Companies mentioned in this episode:

• Profit First
• Accounts Ladies
• Accounts Office Academy
• Financially Healthy Business Podcast