Dur­ing a recent review of a prospec­tive client’s results, he men­tioned how dis­ap­point­ed he was in his out­comes.  Sev­er­al years ago, he was on track to accom­plish his goals, yet as we spoke, he won­dered aloud if they were still attain­able. He was work­ing in the busi­ness every day and had just been assum­ing that his hard work was pay­ing off, but now, he was not so sure. Unfor­tu­nate­ly, this is a com­mon sto­ry among many busi­ness own­ers. You work hard to make your busi­ness suc­cess­ful, you deserve to feel con­fi­dent about your future results.

As I left the meet­ing, I felt it was clear that Mack­ey Advi­sors was a good fit for the prospect’s needs, but the prospect was still hes­i­tant about mak­ing changes to improve results. I under­stand that mak­ing changes are a dif­fi­cult thing for any per­son to do. It’s human nature to be com­fort­able with tra­di­tion­al ways of doing things instead of step­ping out of your com­fort zone. How­ev­er, your finan­cial future is some­thing that shouldn’t be put on hold just because change is dif­fi­cult.

What we have found that busi­ness own­ers tru­ly need, is a finan­cial oper­at­ing sys­tem to help them look at more mean­ing­ful data to make the deci­sions need­ed to achieve their goals. A finan­cial oper­at­ing sys­tem is more than just month­ly finan­cial state­ments. While finan­cial state­ments offer inter­est­ing infor­ma­tion, this is all his­tor­i­cal when you look at them. This infor­ma­tion is not as help­ful when it comes to plan­ning for the future. In this finan­cial oper­at­ing sys­tem, we use oth­er tools in addi­tion to finan­cial state­ments such as bud­gets, fore­casts and week­ly score­cards. All of these tools, when used togeth­er allow busi­ness own­ers to make bet­ter deci­sions and stay account­able towards their goals.

Why encum­ber your­self with wor­ry and doubt about the future? Be proac­tive and make your future what you want it to be. Chil­dren are always told that they can be any­thing that they want to be when they grow up. I feel like it’s dif­fi­cult for all of us as we get old­er to hold true to that belief and make things hap­pen for our­selves. We get caught up in the day to day of life and become spec­ta­tors instead of cre­at­ing our own pros­per­i­ty. So I will leave you with one ques­tion: What’s hold­ing you back in your busi­ness?