Dawn Kennedy talks with Monica Garcia Duggal, a seasoned entrepreneur with over 30 years of experience in finance, to discuss an innovative organizational system for business finance called the BITES framework. Monica introduces her 'Bites' framework—an all-encompassing tool that stands for Business Budgeting, Investing, Taxes, Exit Strategy, and Standard Operating Procedures. They delve into how each component of the framework can help business owners not only stay organized but also make informed, strategic financial decisions aimed at achieving long-term success. Monica shares insights from her 30 years of financial experience and offers practical tips on annual planning, the importance of a proactive approach, and how to maintain financial health.
In this episode…
Who is Monica Garcia Duggal, and whom does she serve? (01:06)
The B.I.T.E.S Framework Explained (02:21)
A deeper look into investing and how to make strategic financial decisions. (3:55)
Exit Strategy and Systems (05:23)
Importance of Business Budgeting (09:38)
Tax Planning and Compliance (15:22)
Review Cycles and Strategic Planning (21:00)
Curiosity in Financial Planning (27:48)
Final Thoughts and Resources (33:18)
Monica Garcia Duggal’s Information:
Website: https://www.monicagarciaduggal.com/
LinkedIn: https://www.linkedin.com/in/monicagduggal/
Facebook:https://www.facebook.com/profile.php?id=61576512074091&sk=photos
Instagram: https://www.instagram.com/monicagarciaduggal/
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