Your numbers tell a story — if you know how to read them. This month, we’re showing founders how to turn their P&L statements into strategic narratives that go beyond compliance and bookkeeping. Whether you're pitching investors, steering through uncertainty, or just trying to understand what’s really driving your margins, treating your financials as a living story gives you clarity, confidence, and control.
We’ve also got tools and updates to make that journey easier: a free shared calendar to keep finance deadlines on track, new user role permissions inside the product, and a can't-miss webinar next week on managing financial risk in uncertain times.
Let's get into it.
For many founders, financials feel like a postscript — something to be dealt with at tax time, pulled together for a pitch deck, or handed off to a bookkeeper. But when used correctly, your profit and loss statement (P&L, also referred to as your Income Statement) is more than a summary of revenue and expenses. It’s a storytelling device, one that reveals the arc of your business in numbers, trends, and turning points.
Your P&L holds the power to communicate where you’ve been, what’s working, and where you're headed. When read through the lens of story, it unlocks a strategic edge that can guide smarter decisions, attract capital, and bring clarity to chaos.
There are five essential stories your P&L may be trying to tell. Here's what they are...
Is your small business struggling to navigate rising tariffs, fluctuating demand, or tightening credit markets? Economic uncertainty doesn’t have to sink your business, if you’re armed with the right strategies. Join myPocketCFO's CEO Alice Zhang and credit expert Keanna Vear in this actionable webinar designed to equip small business owners with the tools, insights, and confidence to survive — and even thrive — during turbulent times.
​We'll be discussing topics including:
That’s it! If you use Google Calendar, it will now appear under your “Other calendars.” You can rename or recolor it (but green is the default 🌿).
We'll be adding more key dates throughout the year. Things you want us to add? Let us know!
The team's been working hard delivering new features that our customers have been requesting. New capabilities now live in the product include:
These features are live now.
That's it for this edition of Pocket Notes. And as always, if you have any questions or things we can help with, let’s talk.
Your numbers tell a story — if you know how to read them. This month, we’re showing founders how to turn their P&L statements into strategic narratives that go beyond compliance and bookkeeping. Whether you're pitching investors, steering through uncertainty, or just trying to understand what’s really driving your margins, treating your financials as a…
Read more
For many founders, financials feel like a postscript — something to be dealt with at tax time, pulled together for a pitch deck, or handed off to a bookkeeper. But when used correctly, your profit and loss statement (P&L, also referred to as your Income Statement) is more than a summary of revenue and expenses…
Read more
Missed the April 15 tax deadline for your business? You’re not alone. Remember: Filing taxes late doesn’t mean you’ve failed. But it does mean it's time to act quickly and strategically. Whether you were buried in day-to-day operations, your books weren’t ready, or it simply slipped through the cracks, it’s fixable. In this guide, we’ll…
Read more