Exceeding Business 2025. All rights reserved

What if managing your business finances was as easy as reading a map?

Too often, small business owners feel lost in numbers—stuck between overdue invoices, unclear profits, and unexpected bills. Traditional bookkeeping gives you the data... but not always the direction.

That’s why at Exceeding Business, we’ve developed a simple, intuitive concept we call the Money Map Method—and it’s changing how our clients look at their business finances.

This isn’t a budgeting template. It’s a mindset shift.

What Is the Money Map Method?

Imagine your business is on a road trip.

• Your income is the fuel.

• Your expenses are the tolls.

• Your cash flow is your engine.

• And your goals? They’re your destination.

The Money Map Method helps you visualize where your business is financially, where you’re heading, and what roadblocks might be in the way.

Step 1: Define Your Destination

Start by getting clear on your financial goal.

• Do you want to earn $100K in profit this year?

• Expand to a new location?

• Hire your first team member?

Every journey starts with knowing where you want to go. Your numbers should support that vision—not just report on the past.

💡 Exceeding Tip: Set 1 short-term and 1 long-term goal with real numbers attached (e.g., $5K/month in net profit).

Step 2: Know Your Starting Point

Next, look at your current financial snapshot:

• How much cash do you have?

• What’s your average monthly income and expenses?

• Are there debts, unpaid invoices, or seasonal dips?

This gives you a clear “You are here” moment.

💡 If you're not sure how to pull these numbers, this is exactly what a bookkeeper like us helps you uncover quickly.

Step 3: Plot Your Route

Here’s where the Money Map kicks in.

Think in terms of financial checkpoints:

• What income do you need to hit monthly?

• What fixed and variable expenses must you manage?

• Where can you cut costs or increase efficiency?

💡 Use this info to create a simple roadmap. Just like GPS recalculates when you make a wrong turn, reviewing your route monthly helps you stay on track.

Step 4: Use the Right Tools

You wouldn’t take a cross-country trip without a GPS. Don’t run your business without the right financial tools.

🔹 Cloud bookkeeping software (like Xero, QuickBooks)

🔹 Automated invoicing

🔹 Regular monthly reports

🔹 Expert guidance from a bookkeeper

At Exceeding Business, we help you build your custom financial toolkit—based on your needs, goals, and growth stage.

Step 5: Clear Roadblocks Fast

Late invoices? Confusing tax obligations? Random cash shortages?

Every journey hits bumps. The key is not to ignore them.

When you’re using the Money Map, you can quickly identify what’s slowing you down—and fix it before it causes bigger problems.

Ready to Map Out Your Money Journey?

The Money Map Method helps small business owners move from confusion to clarity—without needing to be a financial expert.

📈 Want to create your own Money Map?Let Exceeding Business help you get started with a free financial review session.

🧾 Clean books

📊 Custom reporting

🧠 Real business insight

👉 Book a free consultation📧 info@exceedingbusiness.com  🌐 www.exceedingbusiness.com