193. “Financial BITES Framework” With Monica Garcia Duggal Business Mastery podcast

193. “Financial BITES Framework” with Monica Garcia Duggal

6d ago 35:35

Content provided by Dawn Kennedy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Kennedy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

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.

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/

Support the show

Thanks for listening. If you liked what you heard and want more, please visit and subscribe:

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

Follow us on Instagram https://www.instagram.com/dawnkkennedyxo

Follow us in Tiktok: https://tiktok.com/dawnkkennedy

For weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com

Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies: https://dawnkkennedy.com/resources

Support the show

SUPPORT THE SHOW

Order Dawn’s book, The Profit Accelerator for Small Business ...

193 episodes