This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record and how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Sessions will be held on October 7, 18, 25 from 9am to 10am Session 1: What you need to know about Accounting and Financial Record Keeping How to handle accounting and financial record keeping is…

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record and how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. The final session will be held on October 25 from 9am to 10am Session 2: Using an Excel Document for Financial Modeling and Forecasting A simple Excel financial model can be created using your company’s…

Session 3: How to Analyze your Company’s Financials for Better Decision Making Business owners struggle with business decisions that affect the financial health of the company. Are we selling at the right price? Are we making money? Can we afford to hire someone?   Many times, these decisions are made without a thorough understanding of the financial implications.  This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions.…

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Session 1: How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use Quickbooks online, Quickbooks desktop or some…

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. The remaining sessions are held from 9:30 am to 10:30 am on  November 29 and December 6, 2022 Session 2: A simple Excel financial model can be created using your company’s financial data (historical and/or…

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Session 3: Business owners struggle with business decisions that affect the financial health of the company. Are we selling at the right price? Are we making money? Can we afford to hire someone?   Many…

Session 1: What you need to know about Accounting and Financial Record Keeping  This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Session 1 How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They…

 This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding.   Session 2: Using an Excel Document for Financial Modeling and Forecasting   A simple Excel financial model can be created using your company's financial data (historical and/or forecasted).   CFOs and financial analysts use…

Session 3: How to Analyze your Company's Financials for Better Decision Making   This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding.   Business owners struggle with business decisions that affect the financial health of the company. Are we selling at the right price?…

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Session 1: How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use Quickbooks online, Quickbooks desktop or some other…

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding.   The remaining session is held from 9:30 am to 10:30 am on February 28, 2023.   Session 2: A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted).  …

This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Session 3: Business owners struggle with business decisions that affect the financial health of the company. Are we selling at the right price? Are we making money? Can we afford to hire someone?   Many times,…

Business Finance Literacy Series    March 7, 28, 30     The following series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record to how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding.    Session One:  What you need to know about Accounting and Financial Record Keeping How to handle accounting and financial record keeping is one of the most difficult…

Business Finance Literacy Series   Using an Excel Document for Financial Modeling and Forecasting     A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted).      CFOs and financial analysts use Excel models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost, and how much money is available to pay expenses.        Financial models are used for start-ups and…

Business owners struggle with business decisions that affect the financial health of the company. Are we selling at the right price? Are we making money? Can we afford to hire someone?        Many times, these decisions are made without a thorough understanding of the financial implications.  This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions.        Performance Measurements are simple mathematical calculations that can be used to…

How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use Quickbooks online, Quickbooks desktop or some other program? What records do we need to keep for tax reporting? Should we hire someone to do our bookkeeping? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person?          Unfortunately, too many small business owners…

A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted).          CFOs and financial analysts use Excel models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost, and how much money is available to pay expenses.          Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial…

Business owners struggle with business decisions that affect the financial health of the company. Are we selling at the right price? Are we making money? Can we afford to hire someone?          Many times, these decisions are made without a thorough understanding of the financial implications.  This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions.          Performance Measurements are simple mathematical calculations that can be used to…