Podcast Template- Income Report

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1

J

MILESTONE #2

J

MILESTONE #3

J

INCOME – $35,874

Profit Planner Lounge$15,480
Profit Planner Retreat$4,960
Passive Profit $12,625
Consulting$1,444
Misc. $1365.29

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager

IMPORTANT SOFTWARES
Kajabi
Dubsado
Acuity Scheduling
Easy Webinar

TRAVEL
Trip #1

OTHER
Office Rent

How I Made $34,168 in October 2018

How I Made $34,168 in October 2018 | Profit Planner
Featured Video Play Icon

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

Pin the image below to your favorite biz board + click here to follow me on Pinterest!

How I Made $34,168 in October 2018 | Profit Planner Podcast | I create these transparent income reports so you can see inside my business and what scaling an online business looks like. #profitplanner #podcast #creativeentrepreneurs #creatives #haleyburkhead

 

I create these transparent income reports so you can see inside my business and what scaling an online business looks like. A huge milestone this month was moving into my new office! Moving into this new building is an extra expense, but it is helping my sanity. Don’t forget to ask yourself what you need in order to be your happiest and most productive! Another milestone was hiring our new LOCAL team member! The perspective she brings to the table is so refreshing and amazing.

Ok, let’s dive into this month’s income report!

 

Links

Process.St

 

INCOME – $34,168

Profit Planner Lounge$20,764
Profit Planner Retreat$3,415
Passive Profit $7,150
Consulting$1,949
Misc. $890.54

EXPENSES – $18,961

Team64%
Advertising0%
Marketing Expenses4%
Education and Business Development8%
Affiliate Payouts12%
Office Supplies0.5%
Travel1%
Merchant Fees5%
Other Expenses5.5%

TOTAL PROFIT – $15,207

 

 

Click here to subscribe

How I Made $36,281 in September 2018

Featured Video Play Icon

I host a free class, netflix style, over how to create consistent income using the 5-figure framework at profitplanner.co/grow. Take your income to the next level with me! Click here to get access.

 

Pin the image below to your favorite biz board + click here to follow me on Pinterest!

How I Made $36,281 in September 2018 on Profit Planner Podcast

I create these transparent income reports so you can see inside my business and what scaling an online business looks like.

(Spoiler alert: this month was a bit rocky).

All businesses face challenges, and mine did this past month. This is how we tackled those challenges and were still able to see growth over the previous month.

INCOME – $

Profit Planner Lounge$22,291
Profit Planner Retreat$5,019
Passive Profit $7,125
Affiliate $1,206
Consulting$640

EXPENSES – $

Marketing Expenses$1,127
Advertising$185
Education and Business Development$2,780
Affiliate Payouts$585
Travel$1,248
Merchant Fees$625
Office Supplies$1,162
Other Expenses$1,162

TOTAL PROFIT – $36,281

Click here to subscribe

How I made $34,607 in August 2018

Haley Burkhead | Profit Planner Podcast
Featured Video Play Icon

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

 

Pin the image below to your favorite biz board + click here to follow me on Pinterest!

INCOME – $

Profit Planner Lounge$19,063
Profit Calls$1,250
Profit Accelerator$750
Profit Planner Retreat$5,202
Asana for the Entrepreneur$485
*ConvertKit (30-day trial link)$157
Passive Profit$6,000
Coaching$1700

EXPENSES – $

Affiliate Manager
Lounge Assistant
Graphic Designer
Bookkeeper
Integrator
Affiliate Payouts
Travel
Process Street
Social Curator
Active Campaign
Acuity
Adobe CC
Kajabi
Crowdcast
Zoom
Quickbooks
Intercom
Churnbuster
Group Coaching Program

TOTAL PROFIT – $34,607

How I Made $24,791 in July 2018

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

 

Pin the image below to your favorite biz board + click here to follow me on Pinterest!

Here’s some milestones that were hit this month.

SOLO BIZ RETREAT IN A HOTEL ROOM

When I got back from my Austin retreat last month, I came back in a funk to be honest.

I ended up booking a hotel room an hour away to isolate myself from everything around me. I meditated on what my next step should be trying to sift out all the noise and advice I had been getting weeks prior. What I realized within 5 minutes of being there was that my funk wasn’t because I was upleveling which everyone told me, it was because my vision was so unclear. There was no challenge anymore in my business.

My company was automated, rolling ahead and in some ways didn’t need me. I got bored and that boredom made me complacent. I thrive off competition and challenge so I created that within my business and life.

INVESTED IN A GROUP COACHING PROGRAM

The solo business trip is what led me to make a BIG investment in a group coaching program, specifically the one I joined.

One: I needed to be around people that were making way more money than I was so that I could challenge myself and use it as competitive fuel.

Two: I needed to get advice from someone in my industry that had already built a successful + sustainable business that didn’t add more to her plate.

Within 48 hours of being inside this program + community I had over 20 pages of notes on my iPad, a huge list of how this integrated with my vision and saw SO clearly on how I could hit my revenue goals by the end of the year without causing me to collapse from stress.

I have never spent so much money so confidently before and I am so proud of myself for making it happen.

TEAM REMODEL

Everything happens in my favor and I am constantly reminding myself of this. There have been huge wins this month with my team overall! We found a sore spot in the structure which got solved quickly on its own which opened up the company to a new team hierarchy that I would have never realized was possible before!

I split up my business into 5 main positions and contract workers underneath each of the 5 positions. It’s been amazing to watch the Universe just make things happen!

We are on track to make some really great hires over the next few months to complete the team structure I have mapped out. It has been a completely crazy process because I am learning as I go. But I am loving the way my company keeps growing and my new focus on crafting an incredible team that loves my customers as much as I do!

OVERALL

This month has given me a new challenge to work toward, I have been able to see my long-term vision a LOT more clearly now which gives me so much drive to make it happen.

I have realized that I need to dream bigger. Each month I have subconsciously capped my potential and like clockwork, each month I add more to my big vision.

INCOME – $

Profit Planner Lounge$12,032
Profit Calls$1,000
Profit Accelerator$1500
Profit Planner Retreat$1,740
Asana for the Entrepreneur$1,261
*ConvertKit (30-day trial link)$208
Siteground Affiliate$100
Coaching$1700
Passive Profit$5250
TOTAL$24,791

EXPENSES – $

Lounge Assistant $610
Designer$334
Bookkeeper$375
Affiliates$440
Affiliate Manager
$1,894
Thrive Cart$595
Travel$890
Process Street $15
Social Curator$25
Active Campaign$169
Acuity$15
Adobe CC$52
Kajabi $89
Crowdcast$49
Audible$16
Deadline Funnel$37
Zoom$15
Quickbooks$30
Intercom$49
Churnbuster$39
Group Coaching Program$1,500
TOTAL$7238

TOTAL PROFIT – $17,553

How I Made $16,459 in June 2018 (Income Report)

I host a free class, netflix style, over how to create consistent income using the 5-figure framework at profitplanner.co/grow. Take your income to the next level with me! Click here to get access.

 

Pin the image below to your favorite biz board + click here to follow me on Pinterest!

Here’s some milestones that were hit this month.

MY BIRTHDAY

I turned 24 and when my two feet hit the floor that morning I felt like I had to do MORE.

Since I had taken off all week for Austin, I took some market research based calls and had my calendar booked from 9am to 6pm, mainly because I was so excited to be back in the office and wanted to take action on everything.

But on my birthday the internet went down at my house so you know what I did? Took a deep breath, rescheduled a few calls and found space in my calendar to drive up to the Apple store and buy myself a brand new iPad Pro.

Sometimes it’s nice to have a reminder to be full of gratitude, go with the flow and just celebrate.

So I spent the night reflecting on the past 24 years and how far I have come. I chose to be easy on myself and view every thought in a positive light!

I had a great birthday and I appreciate every birthday wish that came my way. Thanks for making me feel so special!

WENT TO A BUSINESS RETREAT IN AUSTIN

I went to Austin with Reina from Reina and Co and Jordan from Systems Saved Me. We cozied up in a multi-million dollar home in Texas and started simplifying our businesses to scale our income + serve more people.

Within four days I grew in so many different areas. There was a day I cried for three hours because of a breakthrough that was made, there was a day that I couldn’t stop smiling because I had a Google doc outlining how I was going to grow my business to a million dollar company. I came back with so many notes but more than that, I came back with two really close friends who I cannot wait to keep learning from.

Instead of feeling confident when I came home with my million dollar plan in hand, I was allowing all these negative thoughts to swirl in my head that led me to sitting on the couch watching Netflix for 48 hours avoiding all responsibility.

This process of upleveling ourselves can be hard and a lot of times our bodies will reject it because it’s safe to stay where you are.

My business has scaled so fast in the past 2 months and this is a completely different business model than I have ever ran before. I’m learning all of this as I go and trying to do my best everyday, just like you.

When I saw this plan in front of me in a 5 page Google doc of HOW I was going to get to 1 million by next June I had a physical reaction.

But that’s ok because on Monday morning I shook it off thanks to some good friends, put Netflix down and started crossing off my to-do list.

DECIDED TO START WHOLE 30

You may be thinking ok does this really count as a highlight of June?

I decided to start Whole 30 on July 1 so as I’m typing this, that was 2 weeks ago. To be honest, it has been rough.

Not because I haven’t meal prepped or because of cravings. It’s the HUGE lifestyle change that comes with Whole 30. It’s been this intense emotional journey because I’m breaking down all these false beliefs I have had around food.

Food has always been a competition.

Food has always equaled love.

Food has been a warm blanket to all the sadness I have carried for way too long.

So giving up these types of food was giving up emotional security.

I’m pushing through the fear and I’m not letting these terrible habits back in my life. If you have followed my insta stories then you know I joke about cheese sticks and cookie dough but all of the crap I was eating was destroying my energy, my mood and how I felt about myself.

I was on a dangerous road and I’m thankful for Reina (pictured below) for the wake up call.

OVERALL

This month I realized that upleveling is hard and that’s okay.

I didn’t push myself harder and harder this June. I let myself take a lot of breaks (probably too many) to process a lot of emotions and things that came up through the month.

INCOME – $16,459

Profit Planner Lounge$10,862
Profit Calls$600
Profit Accelerator$500
Profit Planner Retreat$1,650
Asana for the Entrepreneur$389
*ConvertKit (30-day trial link)$208
*Kajabi (30-day trial link)$204
Coaching$1700
Surprise Payout from Teachable$346

EXPENSES – $6,683

Customer Support Manager$698
Podcast + Pinterest Manager$315
Designer$225
Bookkeeper$350
Affiliates$440
Social Curator$25
Churnbuster$39
Acuity Scheduling$15
Crowdcast$49
Active Campaign$169
Audible$16
Intercom$49
Zoom$15
Bonjoro$25
Quickbooks$5
Travel $780
Adobe CC$49
EverWebinar$497
iMac$1,975
iPad Pro$900
Notability App$10
Deadline Funnel$37

TOTAL PROFIT – $9,776

Paid Myself: $3,000
Profit Account: $2,276
Tax Account: $4,500

Income Report for May 2018: $13,922

I host a free class, netflix style, over how to create consistent income using the 5-figure framework at profitplanner.co/grow. Take your income to the next level with me! Click here to get access.

 

Pin the image below to your favorite biz board + click here to follow me on Pinterest!

I QUIT MY JOB

In April, I told everyone at my agency job that I would be leaving. In May, I left. This prompted a major lifestyle change because that meant this extrovert (me) didn’t have a fancy office where I could be around other people. Before I took this job in 2015 I was a freelance web designer so it was a bit weird to go from entrepreneurship to a corporate job BUT I was blaming entrepreneurship at that time for how miserable I was. I was working over 14 hours a day, isolated because I worked from home all day, and was dealing with depression. When I took this job, that all turned around because I wasn’t stuck in a home all day by myself! But, as all of you know, we are entrepreneurs. We aren’t meant to work at jobs and build up other companies we are meant to build our own company. Although, I did learn a lot about things I would and wouldn’t do with my own company so I don’t regret taking a few steps back in my career because I really do feel like I needed that time to discover the type of business model I was happy with.

I cried on my last day because I knew I would miss it. And I cried as I was wrapping up my first week without that job because I felt alive again, like I could actually breathe (because I had my time back.. I still miss the job at times)

Click here to subscribe
 

For years, I kept that job while building my company not because of money (because I was already running a 6-figure business but just kept hiring more people so I could stay at the job which caused more time issues) but because I was afraid of working at home alone. Once I got past that mindset issue it was game on. I didn’t realize how unhappy I had become by avoiding working from home. I was in the car 9 hours a week traveling back and forth to the office, spreading myself entirely too thin, working on weekends all for what? To keep a job so I didn’t have to feel isolated anymore. Come on, Haley.

This has been a major shift for me. I am actually happy again, I have time to discover hobbies that aren’t business related and pursue other business projects that I did not have time for (cough… software project and new podcast with a dear entrepreneur friend!)

TURNED ON A NEW FUNNEL

This was bananas. I welcomed close to 50 new members in an automated webinar funnel compared to April where I had multiple launches and felt so drained. It was as if I unlocked this magic that I had been scared of but now I fell in love with? Terrible explanation but seriously, my mind is blown.

I talk more about this funnel in episode 78 so if you want all the conversion rates, super specific details and answers to popular questions from other entrepreneurs about this funnel than go tune in to that. Definitely a must listen!

But here’s the thing, I am not a funnel expert. Yet my funnel is converting at 19.8% as of right now.. that’s without any of the fancy conversion rate increase tricks because honestly this month was all about getting organic traffic through and a little paid to get some data back so I could go full force with this in June. I never expected these results. I was expecting under 10% because a 2-5% conversion rate is fairly average.

I will be updating you on this funnel as I go throughout the year for sure! I plan on splitting this one funnel up into 3 funnels to test specific traffic sources. Those traffic sources (in case you are nosey like me) are: Pinterest, Roadmap, Organic. I’ll test out which traffic source converts better and then pour money into the one that does!

I WENT TO NYC

My business bestie, Liz White, had a retreat up in New York and so I went to help lead a mastermind in Central Park for her, meet some profit planner lounge members in person and spend more time with Liz in real life. I fell even more in love with our friendship while we were there because seriously, we just compliment each other so perfectly!

And oh my goodness I can’t avoid telling you about my first sound bath experience at sunset on a rooftop in Brooklyn. It was magical. As if my brain had been flossed from all the muck that was in it.

OVERALL

This month I realized I could turn launch mode off and still scale my business (huge mindset shift). I went to the lake with one of my entrepreneur friends and as we were kayaking I made $350 from my automated funnel with new members coming in (so recurring.. wooo!). Oh, and I went to the lake! On a week day! I was able to pack up and leave for a few days and just go without any responsibility because my team had everything covered and.. I didn’t have a job! Such a weird feeling. May has been a month of massive mindset shifts, getting rid of a negative + mediocre environment and adding even more automation into my business. I fell back in love with my life and myself this month and I want to cry as I’m typing this. I wish I could put into wordsnhow much this month has changed me. When I post a picture online I’m getting a lot of “You are RADIANT!” or “You are shining! There is an aura around you now!” and I believe it. I’m actually happy again. I have a business I love, I’m learning how to love myself better and my life is something people dream about.

INCOME – $13,922

Profit Planner Lounge$6,886
Profit Calls$400
Profit Accelerator$1,000
Profit Planner Retreat$4,600
Asana for the Entrepreneur$366
*ConvertKit (30-day trial link)$187
Surprise Payout from Teachable$483

EXPENSES – $4,873

Customer Support Manager$450
Podcast + Pinterest Manager$175
Pinterest Advertising$150
Churnbuster$39
Acuity Scheduling$15
Crowdcast$49
*ConvertKit (free 30-day trial)$79
Retreat Down Payment$2,674
Audible$16
Intercom$49
Zoom$15
Bonjoro$25
Manychat$10
Quickbooks$5
Travel (plane ticket + NYC expenses)$484
Adobe CC$49
Tailwind$105

TOTAL PROFIT – $9,049

Paid Myself: $3,000
Profit Account: $2,049
Tax Account: $4,000