FINANCIAL MANAGEMENT WORKSHOPS/SEMINARS

LEARN HOW TO USE YOUR FINANCIALS AS A POWERFUL MANAGEMENT TOOL

As busy people our time is both limited and valuable, so the first question to ask is "Is this class relevant to you?"

Ask yourself the following questions to find out:

  Do you know what is behind the numbers on your Profit & Loss Statement and Balance Sheet?

  Do you feel like you are always busy, but still "robbing Peter to pay Paul" every month?

  We know Cash is King, but do you ever look at your Statements of Cash Flow?

  Do you know why your banker cares about your Quick Ratio and more important, why you should?

IF YOU WOULD LIKE BETTER ANSWERS TO THESE QUESTIONS, THIS CLASS IS FOR YOU.

If you are like most business owners you did not start your business because of your "love of accounting." Accounting and bookkeeping are often relegated to the "have to do" category and unfortunately, this often means you are running your business with a blind eye. Simply monitoring your bank account does not give you the best view of your business. Overlooking your complete financial picture is the equivalent of throwing money away.

Using financial records as a core management tool is critical for the success of any business.

Start making your strategic decisions based on the "real numbers" not "hope." Spend a morning with us to hear in Business English not Accountant English to:

   Discover what your financial records SHOULD tell you

  Uncover the power of your financial records and they CAN tell you.

WE TAKE THE STING OUT OF LEARNING TO USE QUICKBOOKS

Session Description:

Does this sound familiar?  It is midnight and you can’t make the numbers balance...the report doesn’t make sense...your invoices still aren’t out...this software was supposed to be user-friendly, but...

This is not your standard QuickBooks class because:

• The class is divided into two separate sessions to prevent information overload.

• As a participant, you have the option to bring your laptop and QuickBooks® file to the class and work on your actual system, taking the class from generic to specific.
• You will receive a 1-hour private session with an experienced Certified QuickBooks® Pro Advisor to review issues of concern.

First Session-“First Things First”

• Getting Around QuickBooks® - Apis Translation – Learn how to use this tool effectively and efficiently
• Setting Up QuickBooks® - Apis Translation – Customized to your company/industry/management style
• Working with Lists – Apis Translation – Understand the logic behind lists in order to get the reports you need
• Working with Bank Accounts – Apis Translation – Using them as a cash flow management tool and attaining true reconciliations
• Using the Chart of Accounts in QuickBooks®  - Apis Translation – Getting everything in the right bucket

Second Session – “Taking Control”

• Entering Sales Information – Apis Translation – Getting it right the first time
• Receive Payments and Make Deposits – Apis Translation – Taking control of your accounts receivable
• Entering and Paying Bills – Apis Translation – Better cash flow management and the complete picture
• Create Reports and Analyze Financial Data – Apis Translation – Understanding the True Power of Financial Reporting
• Customize Forms and Writing Letters – Getting Your Message out with consistent branding throughout your communication

Schedule a one-on-one appointment for private tutoring and follow-up to answer any challenges.

Target Audience: Start-up Businesses, Individuals thinking about starting a business, current small business owners looking to improve their business

Program Objectives:

• To better understand the power of QuickBooks® software
• To work with the logic of the software
• To understand key accounting principles behind the program
• To understand key functions of the QuickBooks® software as they relate to your business