The 'I'm Not a Numbers Person' Guide to Making Money Moves Like a Wealthy CEO

Your path to confident financial choices without being overwhelmed and staring at spreadsheets all day!

Let's have an honest conversation about that pile of receipts you've been avoiding, the bank account you're scared to check, and that nagging feeling that you should "know your numbers" better. If you've ever nodded along in a business meeting while secretly googling "what is profit margin," this one's for you.

The Love-Hate Relationship With Numbers (Spoiler: It's Complicated)

Picture this: You're sitting in front of your computer, considering a business investment, and someone asks, "What's your monthly revenue?" Suddenly, you're that kid in math class again, palms sweaty, hoping you don't get called on.

Sound familiar? Let's name some truths we all think but rarely say out loud:

  • "I'm creative/intuitive/good with people... I'm just not a numbers person"

  • "I know I should check my numbers more, but they make me anxious"

  • "Everyone else seems to have these fancy financial systems, and I'm over here with my notepad"

  • "I feel like a fraud when I can't immediately answer questions about my business finances"

Why We Actually Avoid Our Numbers (It's Not What You Think)

Here's the thing - it's not really about the numbers. gasp

It's about:

  • The stories we tell ourselves about being "bad with money"

  • The fear of facing reality (both good and bad)

  • The overwhelm of not knowing where to start

  • The perfectionism that says if we can't do it perfectly, why bother?

Plot twist: You're not actually afraid of numbers. You're afraid of what you think they'll tell you about yourself as a business owner.

The "I'm Actually Getting This" Moment Everyone Needs

Let's break this down into what I like to call "Numbers for Normal People" (because who actually remembers everything from that accounting class?):

The Only Numbers You Really Need to Know Right Now:

  1. Money In (aka Revenue)

    • What's coming into your business

    • Not that complicated, right? We like this number!

  2. Money Out (aka Expenses)

    • What's leaving your business

    • Yes, those software subscriptions count (I see you, forgotten Canva Pro)

  3. Money Left (aka Profit)

    • What stays in your business

    • No, buying that "business" handbag doesn't count

The "Oh, This Isn't So Bad" Framework

Instead of drowning in spreadsheets, think of your numbers like a GPS:

  • Where you are (Current bank balance)

  • Where you're going (Revenue goals)

  • What you need for the journey (Expenses)

  • Alternative routes available (Profit potential & Cash Flow Efficiencies)

Breaking Up with Financial Avoidance

Step 1: The Reality Check (Without the Drama)

  • Open your bank account (I'll wait...)

  • Take a deep breath

  • Notice that the world didn't end

Step 2: The "I'm Actually Doing Better Than I Thought" Inventory

  • List all your revenue streams

  • Calculate your basic monthly expenses

  • Celebrate the fact that you're doing this!

Step 3: The Future Friend System

Set up a regular money date with yourself:

  • Weekly quick check (10 minutes)

  • Monthly deep dive (1 hour)

  • Quarterly planning party (2 hours + wine)

The "I'm Not Running from My Numbers Anymore" Game Plan

Start Here:

  1. The Daily Glance

    • Check your bank balance

    • Look at any sales that came in

    • High five yourself for being a responsible business owner

  2. The Weekly Check-In

    • Review what came in

    • Review what went out

    • No judgment, just awareness

  3. The Monthly Reality Check

    • Add up all revenue

    • List all expenses

    • Calculate what's left (see, you're doing math!)

Your Permission Slip to Be Imperfect with Numbers

You hereby have permission to:

  • Start messy

  • Use a simple spreadsheet (or even paper!)

  • Not know everything

  • Ask "stupid" questions

  • Celebrate small wins

  • Build confidence over time

The Plot Twist About Business Numbers

Ready for this? Understanding your numbers isn't about being perfect with them. It's about:

  • Feeling empowered instead of overwhelmed

  • Making confident decisions instead of guessing

  • Building wealth instead of just hoping for the best

  • Sleeping better at night (seriously!)

Your Next Step (Because We're All About Action Here)

Choose ONE thing to start with:

  • Open that banking app you've been avoiding

  • Write down yesterday's revenue

  • List your monthly subscriptions

  • Schedule a money date with yourself

Remember: The goal isn't to become an accountant (unless that's your thing). The goal is to feel confident and clear about your business finances so you can make better decisions.

The "I'm Actually Getting This" Celebration Moment

Notice how we just talked about numbers without:

  • Complex spreadsheets

  • Confusing formulas

  • Judgment or shame

  • Falling asleep

Your New Wealthy CEO Money Mantra

"I don't have to be perfect with numbers to be good with business decisions."

Ready to take this from theory to practice and start making better decisions with your money when it comes to your business? Check out the Confident Business Investment Planner workbook for step-by-step guidance on making confident business investment decisions with your new approach to understanding your money and your numbers.

Remember: Every financial expert started as a numbers newbie. Your only job is to start where you are and take one small step forward.


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