Business Finance

This course will teach you techniques to improve your profitability and provide a clear path of deliberate growth and clarity on compensation and expenses.

THIS COURSE WILL HELP YOU TO:

  • Recognize patterns on your income and expense statement
  • Increase revenue and reduce expenses
  • Predict profitability
  • Understand the impact of growth on staffing, compensation, and general expenses
  • Scale your business minus staff, revenue or work-life balance sacrifices
  • Measure & improve your compensation structure

THE BENEFITS:

  • Financial accountability
  • Manage expenses better
  • Create a more realistic financial plan
  • Discover revenue losses
  • Efficacy of current pricing model
  • Avoid premature hires that hinder profitability

CONTENT:

  • Two 1-Hour Zoom Calls
  • Importance of Business Profitability
  • One Year Profit Loss (PL) Projection
  • Impact of 5 Year Goals on Profitability
  • Impact of 5 Year Goals on Staffing
  • Compensation Structure Projection
  • Off Boarding Clients
  • The One-Year Profit Loss Projection
  • The Five-Year Goal Impact on Growth Projection
  • The Five-Year Goal Impact on Staff Projection
  • Compensation Structure Projection
  • Offboarding Clients
  • Offboarding Clients script
  • Off Board Workflow Template

*Available for Massachusetts residents only

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