You should know if your business is actually making money.
Money Lunches is a small group of business owners that meets once a month to go over their finances together. The idea is to be accountable to your group, trade resources, and stay on top of your finances.
I thought my business was breaking even. It wasn't.
For years, I ran my businesses mostly on vibes. Then one day last year, I sat down and built an actual daily profitability tracker and realized I was losing money. I had no idea. I thought we were doing okay.
After that, I decided to sit down for lunch with myself once a month and go over all the finances to see what was really happening in my business.
Today, I know where every dollar is going, every single day. And at the end of every month, I get to true up, see how the month looked, and see what I need to change.
Now I want to share this process with you.
Sound familiar?
- The only number you look at is your bank balance.
- You haven't opened QuickBooks since tax season.
- You're pretty sure you're making money, but you're not sure how much.
You're not bad with money. You've just never had a system, or anyone to keep you accountable.
How it works
Each month, you'll meet with a small group of business owners and work through this process:
- 1
Clean up your QuickBooks.
- 2
Check last month's projections. Did the month pan out how you thought?
- 3
Create your P&L. What came in, what went out, and what you kept.
- 4
Project next month. What's coming down the pipeline in sales, what you expect to make, and what costs are coming.
- 5
Pick your priorities. Three things you want to attack next month.
Here's everything you get
- A monthly call with a small group of business owners like you
- A daily tracker so you know where you stand
- The Money Lunches Notion template that walks you through the month
- A Claude skill that does the boring parts for you
People are obsessed with learning about P&Ls. Now it's time to look at your own.
Who it's for
- You do $500k+ a year in revenue
- You know you should look at your numbers more, but you don't
Who it's not for
- You don't have customers yet
- You already close your books every month (nice work)