Better Back Office

Peter is the founder of Better Back Office, specializing in bookkeeping, payroll, and financial analysis for trade service businesses. His role involves leveraging his extensive experience to help businesses streamline their financial operations, ensuring they have the data needed to make informed decisions and drive growth and build wealth in their trade business.

Trade Business Advisor

QC COMMUNICATIONS PTY LTD

Chief Operating Officer

Elecdata Australia Pty Ltd

Active Tree Services

Chief Performance Officer

Group Business Development Manager

Laser Plumbing and Electrical Artarmon

Plumbing and Electrical, Communications, Data, Energy Management. Fibre Optics

Specialising in National Service and Maintenance and Roll Outs. With the largest national foot print for Electrical and Plumbing service Laser can offer national customers local service with a national foot print.

Santuary Energy 

An interim CEO role

Responsibilities:
Financial Reporting to board and shareholders
Managing Sales Distribution Channels
Energy Market Regulatory Compliance 
Safety and quality
Customer service and customer billing
Solar installations

Australian Electrical Group

Responsibilities:
Business Development
Safety and Quality
Marketing and Sales
Operational delivery
Recruitment and team building

General Manager

PDY Partners

Business Consulting
Client Management
Business Development
P&L Accountability
Development of business processes and redesign of the client service offerings to ensure a client centric delivery of all services

Director

National Electrical Contractors Association

I developed a management training  program for the National Electrical Contractors Association. This course is designed to me a 'mini MBA' for tradesmen to help bring them 'from site office to head office' and help those running their own businesses. The course is conducted annually and is building up a great Alumni amongst the industry.

Author and Facilitator

The Mortgage Store

Founded, grew and sold this business. Revenue $4mill + and staff 16.

Co Founder

The numbers tell part of the story.

They show us the symptoms NOT the cause. It's behavior in the business that drives the numbers and its behavior that is at the cause. 

Behavior in a business is a mix of people, processes, and systems.

At Better Back Office we make sure the accounts are accurate and timely without you having to lift a finger. Then we dig deep and uncover the business behavior that is leading to the results.

With this insight, you can make informed decisions and we can help you fix and improve your results.

Here's the outcomes we deliver:

1. Time back - you can run your finance function in 1 hr a week
2. Better business decisions - more profit, better cashflow
3. Build wealth through your business

Connect with me on Linkedin and DM me to learn how to get your trade business working for you with a solid Finance Function. You can be up and running with us in a couple of days.

Merry Christmas and a Happy New Year! 🎄✨

Peter Wesley

Helping Trade Business Owners get accurate financials so they can control cash, make smart business decisions, and scale without stress.

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𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗮 𝗧𝗿𝗮𝗱𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

𝗪𝗵𝘆 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗛𝗮𝗿𝗱𝗲𝗿 𝗜𝘀𝗻’𝘁 𝘁𝗵𝗲 𝗔𝗻𝘀𝘄𝗲𝗿.

Everyone says the secret to scaling a business is to grind harder and push through. 

But here’s the truth: 𝗵𝘂𝘀𝘁𝗹𝗶𝗻𝗴 𝗮𝗹𝗼𝗻𝗲 𝘄𝗼𝗻’𝘁 𝘀𝗮𝘃𝗲 𝘆𝗼𝘂.

The real key? 𝗠𝗮𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝗶𝘅 𝗽𝗶𝗹𝗹𝗮𝗿𝘀 𝗼𝗳 𝗴𝗿𝗼𝘄𝘁𝗵.

Instead of chasing endless to-do lists, focus on these essentials:

1️⃣ A 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗦𝘆𝘀𝘁𝗲𝗺 to forecast cash flow and avoid surprises.
2️⃣ A streamlined 𝗧𝗲𝗮𝗺 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 that grows with your business.
3️⃣ A well-oiled 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗙𝘂𝗻𝗻𝗲𝗹 to generate consistent leads.
4️⃣ A 𝗦𝗮𝗹𝗲𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 that drives predictable revenue.
5️⃣ An efficient 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗦𝘆𝘀𝘁𝗲𝗺 to keep everything running smoothly.
6️⃣ The right 𝗠𝗶𝗻𝗱𝘀𝗲𝘁 to lead with clarity and resilience.

Contrary to popular belief, scaling isn’t about doing more—it’s about focusing on the right areas and building systems that work for you.

Over the coming weeks, I’ll break down each of these pillars and show you how to implement them in your business.

What’s one area where you think your business could improve right now? Let’s chat in the comments! 🚀

𝗢𝘃𝗲𝗿𝗰𝗼𝗺𝗶𝗻𝗴 𝗕𝘂𝗿𝗻𝗼𝘂𝘁?

People recovering from burnout aren't making drastic changes - it's the little sifts that help

𝗧𝗵𝗲𝘆 𝗮𝗿𝗲:

1. 𝗘𝗮𝘁𝗶𝗻𝗴 𝗪𝗲𝗹𝗹: Choosing nutritious foods for better energy.
2. 𝗦𝗹𝗲𝗲𝗽𝗶𝗻𝗴 𝗘𝗻𝗼𝘂𝗴𝗵: Prioritizing rest to rejuvenate.
3. 𝗠𝗼𝘃𝗶𝗻𝗴 𝗗𝗮𝗶𝗹𝘆: Incorporating physical activity to boost mood.
4. 𝗕𝗲𝗶𝗻𝗴 𝗞𝗶𝗻𝗱 𝘁𝗼 𝗧𝗵𝗲𝗺𝘀𝗲𝗹𝘃𝗲𝘀: Practicing self-compassion and mindfulness.

𝗡𝗼𝘁𝗵𝗶𝗻𝗴 𝗳𝗮𝗻𝗰𝘆—j𝘂𝘀𝘁 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝘀𝘁𝗲𝗽𝘀 𝘁𝗼 𝗿𝗲𝗴𝗮𝗶𝗻 𝗯𝗮𝗹𝗮𝗻𝗰𝗲.

𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗧𝗿𝗮𝗱𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗚𝗿𝗼𝘄𝘁𝗵

Trade businesses thriving today aren't just relying on traditional methods to grow.

𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲:

1. 𝗔 𝗦𝘁𝗿𝗼𝗻𝗴 𝗢𝗻𝗹𝗶𝗻𝗲 𝗣𝗿𝗲𝘀𝗲𝗻𝗰𝗲: Professional websites and active social media profiles.
2. 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴: Building relationships both online and offline.
3. 𝗘𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝗖𝗼𝗻𝘁𝗲𝗻𝘁: Sharing valuable information to position themselves as experts.

𝗕𝘆 𝗮𝗱𝗼𝗽𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝘀𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀, 𝘆𝗼𝘂 𝗰𝗮𝗻 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 𝗯𝗼𝗼𝘀𝘁 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝗯𝗮𝘀𝗲.

Simple - but not easy. You need to commit to it.

𝗗𝗼 𝗧𝗵𝗲𝘀𝗲 𝟱 𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗼 𝗕𝗼𝗼𝘀𝘁 𝗬𝗼𝘂𝗿 𝗧𝗿𝗮𝗱𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀

If you're a trade business owner struggling to attract new clients, stop relying solely on word-of-mouth.

𝗗𝗼 𝘁𝗵𝗲𝘀𝗲 𝟱 𝘁𝗵𝗶𝗻𝗴𝘀:

• 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗪𝗲𝗯𝘀𝗶𝘁𝗲: Showcase your services, testimonials, and case studies.
• 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲 𝘄𝗶𝘁𝗵 𝗦𝗘𝗢: Use relevant keywords so potential clients can find you online.
• 𝗘𝗻𝗴𝗮𝗴𝗲 𝗼𝗻 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮: Connect with local customers on platforms like Facebook and LinkedIn.
• 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲𝗹𝘆: Attend local events and join industry groups to expand your reach.
• 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝗥𝗲𝗳𝗲𝗿𝗿𝗮𝗹 𝗣𝗿𝗼𝗴𝗿𝗮𝗺: Encourage satisfied clients to refer others with incentives.

𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘀𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝗯𝗮𝘀𝗲!

𝗗𝗶𝗱𝗻'𝘁 𝗰𝗮𝘁𝗰𝗵 𝗼𝘂𝗿 𝟵𝟬-𝗗𝗮𝘆 𝗣𝗹𝗮𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀? 
It's a great tool to get you set you set up for next year.

Yesterday I revealed how to achieve a year’s progress in just three months with a focused plan.

𝗠𝗶𝘀𝘀 𝘁𝗵𝗲 𝗶𝘀𝘀𝘂𝗲?

Grab it below ↓
https://lnkd.in/e_6gk9jQ

𝗠𝗶𝘀𝘀𝗲𝗱 𝗼𝘂𝗿 𝗴𝘂𝗶𝗱𝗲 𝗼𝗻 𝗮𝘃𝗼𝗶𝗱𝗶𝗻𝗴 𝗰𝗮𝘀𝗵 𝘁𝗿𝗮𝗽𝘀?

We shared how to tackle common financial pitfalls.

Yesterday, loads of people learned how to improve their cash flow effectively.

𝗠𝗶𝘀𝘀 𝘁𝗵𝗲 𝗶𝘀𝘀𝘂𝗲?

Grab it below ↓
https://lnkd.in/guxu3dV3

𝗠𝗶𝘀𝘀𝗲𝗱 𝗼𝘂𝗿 𝗴𝘂𝗶𝗱𝗲 𝗼𝗻 𝗺𝗮𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀?

We shared essential strategies to turn your trade business from unpredictable to profitable.

Yesterday, a lot of people learned how to streamline their financial planning and boost profits.

𝗠𝗶𝘀𝘀 𝘁𝗵𝗲 𝗶𝘀𝘀𝘂𝗲?

Grab it below ↓
https://lnkd.in/guxu3dV3

𝗔𝗰𝗵𝗶𝗲𝘃𝗲 𝗮 𝗬𝗲𝗮𝗿’𝘀 𝗣𝗿𝗼𝗴𝗿𝗲𝘀𝘀 𝗶𝗻 𝗝𝘂𝘀𝘁 𝟵𝟬 𝗗𝗮𝘆𝘀!

Struggling to reach your long-term business goals? It’s time for a change.

1. 𝗦𝗲𝘁 𝗮 𝗖𝗹𝗲𝗮𝗿 𝗠𝗮𝗶𝗻 𝗚𝗼𝗮𝗹: Align your 90-day goal with your long-term vision.
2. 𝗕𝗿𝗲𝗮𝗸 𝗜𝘁 𝗗𝗼𝘄𝗻: Develop specific, measurable objectives to reach your main goal.
3. 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗮𝗻𝗱 𝗢𝘃𝗲𝗿𝗰𝗼𝗺𝗲 𝗖𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁𝘀: Tackle obstacles one at a time with actionable solutions.
4. 𝗖𝗿𝗲𝗮𝘁𝗲 𝗠𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲𝘀: Use weekly and monthly checkpoints to maintain momentum.
5. 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗥𝗲𝗴𝘂𝗹𝗮𝗿 𝗖𝗵𝗲𝗰𝗸-𝗜𝗻𝘀: Hold weekly management meetings and daily huddles to keep your team aligned.

Tomorrow, I'll show you how to make a year’s worth of progress in just three months.

𝗨𝗻𝗹𝗼𝗰𝗸 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀’𝘀 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘄𝗶𝘁𝗵 𝗮 𝟵𝟬-𝗗𝗮𝘆 𝗣𝗹𝗮𝗻!

If you want to join us, subscribe here:
https://lnkd.in/guxu3dV3

𝟱 𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗼 𝗨𝗻𝗹𝗼𝗰𝗸 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗹𝗮𝗿𝗶𝘁𝘆

If you're a trade contractor drowning in financial chaos, stop letting your finances control you.

Do these 5 things:

• 𝗖𝗼𝗹𝗹𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗮𝘁𝗮: Set up a dedicated email and organized cloud folders for all invoices and bills.
• 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲: Use tools like Xero to streamline your processes.
• 𝗦𝗲𝘁 𝗨𝗽 𝗮 𝗝𝗼𝗯 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝘆𝘀𝘁𝗲𝗺: Allocate resources effectively with systems like Simpro or Aroflo.
• 𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗿𝗲𝗮𝗺 𝗧𝗲𝗮𝗺: Hire a Finance Assistant and a skilled Bookkeeper.
• 𝗨𝘁𝗶𝗹𝗶𝘇𝗲 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: Turn data into actionable insights with management reports and dashboards.

𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗵𝗮𝗼𝘀 𝗶𝗻𝘁𝗼 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗮𝗻𝗱 𝘄𝗮𝘁𝗰𝗵 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗿𝗶𝘃𝗲!

𝗗𝗼𝗻'𝘁 𝗣𝗮𝗿𝘁𝘆 𝗧𝗼𝗼 𝗛𝗮𝗿𝗱 - 𝘁𝗵𝗲 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗯𝗿𝗲𝗮𝗸 𝗶𝘀 𝗮 𝗴𝗿𝗲𝗮𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝗰𝗵𝗮𝗿𝗴𝗲

If you're feeling burned out and overwhelmed, here comes a chance to recharge.

𝟰 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀 𝗜 𝗳𝗶𝗻𝗱 𝘂𝘀𝗲𝗳𝘂𝗹:

• 𝗘𝗮𝘁 𝗪𝗲𝗹𝗹: Fuel your body with nutritious foods to boost energy and mood.
• S𝗹𝗲𝗲𝗽 𝗘𝗻𝗼𝘂𝗴𝗵: Prioritize 7-9 hours of sleep to recharge your mind and body.
• 𝗠𝗼𝘃𝗲 𝗗𝗮𝗶𝗹𝘆: Engage in physical activity to release stress and improve well-being.
• 𝗕𝗲 𝗞𝗶𝗻𝗱 𝘁𝗼 𝗬𝗼𝘂𝗿𝘀𝗲𝗹𝗳: Practice self-compassion and set realistic expectations.

𝗧𝗮𝗸𝗲 𝘁𝗵𝗲𝘀𝗲 𝘀𝘁𝗲𝗽𝘀 𝘁𝗼 𝗿𝗲𝗴𝗮𝗶𝗻 𝘆𝗼𝘂𝗿 𝗲𝗻𝗲𝗿𝗴𝘆 𝗮𝗻𝗱 𝗴𝗲𝘁 𝘆𝗼𝘂𝗿 𝗺𝗼𝗷𝗼 𝗯𝗮𝗰𝗸.

𝗗𝗼𝗻𝗲 𝗔 𝗚𝗼𝗼𝗱 𝗝𝗼𝗯? 𝗦𝗵𝗼𝘂𝘁 𝗶𝘁 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗿𝗼𝗼𝗳𝘁𝗼𝗽𝘀! 
𝗛𝗼𝘄 𝘁𝗼 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮𝗻𝗱 𝗨𝘀𝗲 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲𝗹𝘆

It's competitive out there, and demonstrating your expertise is key to attracting and retaining clients. One of the most powerful tools to achieve this is through well-crafted case studies.

1. 𝗕𝘂𝗶𝗹𝗱 𝗖𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗧𝗿𝘂𝘀𝘁: Showcase real-world examples of your successful projects.
2. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁 𝗬𝗼𝘂𝗿 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Detail how you overcame specific challenges.
3. 𝗘𝗻𝗵𝗮𝗻𝗰𝗲 𝗬𝗼𝘂𝗿 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗘𝗳𝗳𝗼𝗿𝘁𝘀: Use case studies across your website, emails, and LinkedIn.
4. 𝗖𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Select those that best represent your strengths.
5. 𝗜𝗻𝗰𝗹𝘂𝗱𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗧𝗲𝘀𝘁𝗶𝗺𝗼𝗻𝗶𝗮𝗹𝘀: Add authentic feedback to reinforce your success.

Today, I published an email that dives deep into why size isn’t the only measure of success and how to grow sustainably.

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T𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀

Trade businesses effectively attracting clients aren't just talking about their services.

They are:

1. 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗖𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: Using case studies to showcase real-world successes.
2. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Demonstrating problem-solving abilities.
3. 𝗘𝗻𝗵𝗮𝗻𝗰𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗘𝗳𝗳𝗼𝗿𝘁𝘀: Sharing case studies across multiple platforms.

𝗕𝘆 𝗲𝗺𝗯𝗿𝗮𝗰𝗶𝗻𝗴 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀, 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗯𝘂𝗶𝗹𝗱 𝘁𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝘀𝘁𝗮𝗻𝗱 𝗼𝘂𝘁 𝗶𝗻 𝗮 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗺𝗮𝗿𝗸𝗲𝘁.

𝗙𝗿𝗼𝗺 𝗨𝗻𝗽𝗿𝗲𝗱𝗶𝗰𝘁𝗮𝗯𝗹𝗲 𝘁𝗼 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲: 𝗠𝗮𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝗥𝗼𝗹𝗹𝗶𝗻𝗴 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀

Are unpredictable revenues and staffing struggles holding back your trade business?

1. 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗥𝗼𝗹𝗹𝗶𝗻𝗴 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀: Keep your financial projections updated weekly.
2. 𝗦𝗲𝘁 𝗮 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗛𝗼𝗿𝗶𝘇𝗼𝗻: Plan 3 to 12 months ahead to stay agile.
3. 𝗦𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗦𝘁𝗿𝗲𝗮𝗺𝘀: Distinguish between locked-in, probable, and possible income.
4. 𝗧𝗿𝗮𝗰𝗸 𝗞𝗲𝘆 𝗞𝗣𝗜𝘀: Use metrics like Revenue per Site Worker to plan resourcing.
5. 𝗜𝗻𝘃𝗼𝗹𝘃𝗲 𝗬𝗼𝘂𝗿 𝗧𝗲𝗮𝗺: Engage your team in the forecasting process for better alignment.

Tomorrow, I'll show you how to transform their business with rolling forecasts.

𝗧𝘂𝗿𝗻 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 𝗶𝗻𝘁𝗼 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆!

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𝗗𝗼 𝗧𝗵𝗲𝘀𝗲 𝟱 𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗼 𝗦𝗵𝗼𝘄𝗰𝗮𝘀𝗲 𝗬𝗼𝘂𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗲𝘀

If you're not leveraging case studies to attract clients, you're missing out on this powerful tool.

𝗗𝗼 𝘁𝗵𝗲𝘀𝗲 𝟱 𝘁𝗵𝗶𝗻𝗴𝘀:

• 𝗖𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Highlight those that showcase your strengths.
• 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗖𝗹𝗲𝗮𝗿𝗹𝘆: Make your case studies easy to read and understand.
• 𝗨𝘀𝗲 𝗥𝗲𝗮𝗹 𝗗𝗮𝘁𝗮 𝗮𝗻𝗱 𝗠𝗲𝘁𝗿𝗶𝗰𝘀: Provide tangible proof of your success.
• 𝗜𝗻𝗰𝗹𝘂𝗱𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗧𝗲𝘀𝘁𝗶𝗺𝗼𝗻𝗶𝗮𝗹𝘀: Add authenticity with personal insights.
• 𝗦𝗵𝗮𝗿𝗲 𝗪𝗶𝗱𝗲𝗹𝘆: Publish on your website, email to clients, and post on LinkedIn.

𝗦𝘁𝗮𝗿𝘁 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘁𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝘀𝘁𝗮𝗻𝗱 𝗼𝘂𝘁!

𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗶𝗻 𝗧𝗿𝗮𝗱𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀

Effective cash flow management is the lifeblood of a thriving trade business.

𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜'𝘃𝗲 𝗻𝗼𝘁𝗶𝗰𝗲𝗱:

1. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗼𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲𝘀: Successful businesses have up-to-date financial information.
2. 𝗧𝗶𝗺𝗲𝗹𝘆 𝗙𝗼𝗹𝗹𝗼𝘄-𝗨𝗽𝘀: Regularly following up on payments improves cash reserves.
3. 𝗙𝗿𝗲𝗾𝘂𝗲𝗻𝘁 𝗜𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴: Weekly invoicing leads to faster payments and better cash flow.
4. 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗦𝗹𝗼𝘄 𝗧𝗶𝗺𝗲𝘀: Preparing for lean periods ensures stability.
5. 𝗧𝗲𝗮𝗺 𝗜𝗻𝘃𝗼𝗹𝘃𝗲𝗺𝗲𝗻𝘁: Engaging employees in financial goals boosts accountability.

𝗡𝗼𝘁 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 𝗯𝘂𝘁 𝗻𝗼𝘁 𝗲𝗮𝘀𝘆 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁

𝗗𝗶𝗱𝗻’𝘁 𝗰𝗮𝘁𝗰𝗵 𝗺𝘆 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀?

I revealed how to create and use case studies to build trust, showcase your expertise, and enhance your marketing efforts.
Today, many people discovered how to turn their successful projects into powerful marketing tools.


𝗠𝗶𝘀𝘀 𝘁𝗵𝗲 𝗶𝘀𝘀𝘂𝗲?

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