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:
Money In (aka Revenue)
What's coming into your business
Not that complicated, right? We like this number!
Money Out (aka Expenses)
What's leaving your business
Yes, those software subscriptions count (I see you, forgotten Canva Pro)
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:
The Daily Glance
Check your bank balance
Look at any sales that came in
High five yourself for being a responsible business owner
The Weekly Check-In
Review what came in
Review what went out
No judgment, just awareness
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.