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The Performance Story: Profit That Stays With You

Protecting the Profit That Stays With You


A friend once described a year as “successful on paper.”


She doubled her revenue. Hired help. Took on more clients.

But by year-end?


She was exhausted. And broke.


“Honestly,” she said, “I don’t know where the money went.”


It's as if she’d poured her energy into $100 of sales.

But only $20 stayed with her.


The profit number is telling you a story.

Are you listening?


It tells a story about performance.

Revenue inflow is insufficient,

you need profit that stays with you.


In Chapter 4 of Once Upon a Balance Sheet,

we shift from the strength story of the balance sheet

to the performance story of the income statement.


Illustration of $100 in sales being poured into three labelled cups: $50 cost of sales, $30 expenses, and $20 profit. Visualises the concept of profit that stays with you from Chapter 4 of Once Upon a Balance Sheet.
How profit flows from sales—revealing the performance story behind the numbers.

What the Income Statement Reveals


  • How your revenue is distributed across costs and expenses

  • What your real margin story looks like

  • Where your break-even line quietly sits

  • And how much is truly left at the end


The Questions That Matter


They help you ask:


  • Is this effort worth it?

  • Is my business structure supporting me, or draining me?

  • Am I keeping enough of what I’ve earned?


Finding the Leak


You may not control your top line.

Markets shift. Seasons change.


But you do control what leaks out.

Every business has a leak.

The question is:

Do you know where yours is?


Protecting What Stays


Because once you understand your performance story,

you stop chasing volume and start protecting value.


You worked hard for $100 in sales.

Now the real question is—

How much of it are you keeping?


James

The Financial Storyteller


Ready to turn financial confusion into clarity?

👉 If Once Upon a Balance Sheet resonates with you, we can change the way you see numbers.

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