How To Build an Effective Annual Operating Plan

Most small business owners struggle with annual budgeting, often making decisions based on bank balances rather than proactive planning. In this $4M Strategies™ episode, Sean Healy, CEO of Accounted4, shares three straightforward steps for building a practical annual operating plan.

From setting clear financial goals to focusing on major expenses, Sean’s advice gives entrepreneurs the tools to build a proactive budget that drives growth. Don’t miss these tips on moving from reactive to strategic financial management.

📈 Ready to improve your financial strategy? Watch the episode now!

Podcast Sponsor: Oswego Private Wealth Management
https://oswegoprivatewealth.com/?subj...

Need help creating clear financial goals? Let us help:
https://meetings.hubspot.com/ncuddiga...

Connect with Sean:
Website: https://accounted4llc.com
LinkedIn:   / accounted4-llc  

Where to find Carl:
https://40strategy.com
  / carljcox  
  / carljcox40  
https://x.com/40Strategy

🎧 Measure Success Podcast
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🎧 $4M Strategies Podcast
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📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

This episode is sponsored by 40 Strategy.
https://www.40strategy.com/

40 Strategy provides strategic planning and consulting to help organizations realize and achieve their dreams by creating and measuring KPIs for success.

Unfortunately, most organizations only spend 2% of their time—or about 40 hours per year—on building an effective strategy.

Increasing the success of those 40 hours is what 40 Strategy does because your success is their passion—and that's why organizations look to them for guidance.

Not only does 40 Strategy help you craft and implement an effective strategy, but they’ll also work to facilitate teams with proven practices and help with your scenario planning.

Harvard research shows that you can triple your success when you use the right Key Performance Indicators. Who doesn't want that?

If you have questions, you can reach out through their website or email them at [email protected].