Financial Health Checklist for Small Business Owners
by Caroline Wetzel, CFP®, CDFA®, AWMA®
Jun 29, 2021
1 minute
If you’re a small-business owner, you know that the daily decisions you make impact your bottom line. Are you exercising the same care for your finances that you apply to the services you offer your clients?
The following is a checklist you can use to evaluate your financial health as a small-business owner.
Are You Focusing on the Big Picture?
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