Episode 51:

Digging Into Your Q3 Gold

October 12, 2020

Episode in a Nutshell:

Can you believe we're already into October? That means it's time for your 3rd quarter review! Let's dive into how to turn your first 9 months of data into a projection for the next 3 months and find your Zen Money numbers in this week's episode.


In this episode, we discuss:

  • Why a little digging into your numbers now will make a huge difference at year end.
  • The 5 steps Liz takes with clients during Q3 review.
  • How to calculate your tax set asides.
  • What to consider when looking at the past 9 months of your financial data. 
  • And a whole lot more!

--> Download this week's Q3 CHECKLIST here. <--


Reach out to me at Liz@LizLajoie.com if you have any questions!


Have you taken the Zen Money Quiz yet? It's a great place to start leveraging what feels best to you around your money management and more! Give it a spin here: www.lizlajoie.com/quiz


Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo


And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: 



Thanks in advance for your feedback!


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Hosted by:

Liz Lajoie, Zen Money Strategist & CFO

Liz Lajoie, the “Zen Money CFO”, helps entrepreneurs master their finances and grow thriving businesses that support their passions and advance their big missions.

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