Get the "Own Your Numbers" Workbook
$27
You've built a business. But do you actually know what's happening inside it?
Most small business owners hand their numbers off to someone else and hope for the best. They look at their bank account instead of their financials. They see a profit on their P&L and wonder where the money went. They walk into a banker's office unprepared. They've been running their business by guessing — and it's costing them more than they realize.
This workbook changes that.
Own Your Numbers is a plain-English guide to understanding the three financial reports every business owner must know — your Profit & Loss, your Balance Sheet, and your Cash Flow statement. Written by a seven-figure business builder who has sat across from real bankers and real accountants, this isn't theory. It's what actually matters.
Inside you'll find 7 sections and 7 worksheets covering:
How to choose the right bookkeeper — and what a great one actually does for you
What your P&L really shows you — and why your profit is not your bank balance
How your Balance Sheet tells the story your P&L can't
Why profitable businesses still run out of cash — and how to see it coming
The tension between your accountant and your banker that nobody explains — and what it means for your loan, your growth, and your exit
How to make better business decisions using your actual numbers every month
This workbook is for you if:
You've ever looked at your P&L and then looked at your bank account and felt confused
You want to get a business loan or line of credit and need to know what a banker actually wants to see
You're thinking about selling your business someday and want to understand what it's worth
You're done running your business by guessing
What you get: 42-page fillable PDF workbook — instant download, print at home or fill digitally.
Questions? Schedule a free discovery call to explore whether Bookkeeping by Rise is the right fit for your business.