Cut the Fat. Keep the Flow. Build a More Profitable Business.
If you’re not regularly reviewing your business expenses, you might be losing profit in places you don’t even realize.
This simple but powerful exercise helps you take an honest look at where your money is going—and whether it’s actually moving your business forward. All you need is a recent expense report, a pen, and this printable PDF.
At North Okanagan Bookkeeping, we use this exercise with clients as part of our Profit First process to uncover quick wins and long-term savings.
This Worksheet Will Help You:
- Identify recurring costs that no longer serve your business
- Spot hidden or underutilized subscriptions
- Evaluate spending against results and ROI
- Make confident, intentional cuts without sacrificing performance
- Redirect cash toward what matters most—profit, payroll, and growth
“You can’t improve what you don’t measure. This simple exercise often reveals thousands in unnecessary spending—money that could be working for your business instead.”
— Jodi Bariesheff, Certified Profit First Professional
Download the worksheet now and start marking up your expenses with purpose. Want help reviewing the results? We’d love to connect.
Contact Jodi or visit northokanaganbookkeeping.com