Financial Health SOP

Starter Copy:
Have you taken your “financial” temperature lately?
What I mean is- do you have a process in place to track your financial metrics?

It’s no surprise that [your company] prioritizes SOP creation to help our clients stay on top of their financial health. We know that having a strong financial foundation for your company means having the right standard operating procedure (SOP) in place to track your financial metrics.

Here’s a jumpstart on what your financial tracking SOP could include:
regularly scheduled meetings with your financial team- whether in-house or outsourced
a routine breakdown of numbers (rundown of the numbers (profits, losses, taxes, etc)
a process for tracking money coming in and out of your business

Send off:
Non-Promotional: Invite your audience to reflect on how they track/handle their finances. Do they know their numbers? Urge them to stay on top of this as data helps drive informed business decisions.
Promotional: CTA to your systems, process creation services

Note: Be sure to insert into the copy any specific offer/promotion/resource that you have in your business pertaining to this topic. Make the copy more unique to you and how you can support your current and prospective clients!

If you would like to make a working copy of this content in Google Sheets where you can make edits in your own document, feel free to use this link:

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