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43: Plan Out Your 2023 Money Moves with a Year-End Review



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It's that time of year when goal setting and year end reviews are on the top of everyone’s mind. I’m adding my two cents, but offering up a different way to use your financial data to set new business goals. As you take some time off for the upcoming holiday season, I want you to find a cozy corner and take a look at your finances. Reflect on what worked and what didn’t. Tune in as I walk you through a year-end review that uses your financial data to help craft business goals and top money moves for next year. I even have a downloadable workbook you can use to follow along. I promise you there is no crazy math involved or complicated worksheets - we’ll look at the big picture to determine what activities put money in your pocket this past year and what should be your big money moves coming up.


Download my free Year End Review Workbook here and follow along!


Are you looking for more information on how to build wealth with your business and generate your first $1M? Sign up for my free weekly email series, Millionaire Mondays!



In this episode, you’ll learn:

  • 06:45 Why a year end review is essential

  • 08:00 Getting started with a year end review

  • 09:00 What things made you money this year?

  • 13:20 Where did your money go?

  • 20:00 Assess your energy from last year - were you energetic or burned out?

  • 24:30 Use your data to look ahead and create 3 goals

  • 25:30 Invest in order to reach your goal

Click here to listen to this week's episode!


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I’m Sarah Young - a CPA, Virtual CFO, and the Owner of Young + Co! I have over a decade of experience in helping entrepreneurs scale their businesses and build wealth at the 6- and 7-figure levels, and I started the Profit + Prosper podcast to help you do the same. Profit + Prosper is a business finance podcast created to help entrepreneurs build their wealth in a way that’s fun and empowering. This is NOT a boring numbers podcast - I will share tactical tips to increase your profit so you can truly prosper in your business and in life. I hope you’ll subscribe so we can Profit + Prosper together!


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