Small Business Operating Finance 101 and Business Finance 201 Application

101:

This 90-day program is designed to help small business owners with more than $150,000 in revenue establish a financial team and financial operating processes to run the business.

Perfect for independent contractors, sole proprietors or LLCs who is using personal bank accounts and credit lines and operating without a profit and loss statement, set up proper bank account configurations, credit lines, profit and loss reports, and begin to learn how to read them and use them as a proactive business tool in the management of the business.

The program is also for business owners who are struggling with debt, including tax debt, get a handle on the situation and create a plan. The program is very tactical and helps connect the business owner with the resources needed to address urgent issues and provide ongoing support for the business. The consulting is individualized and executed via video conference calling technology approximately every other week.

201:

This 90-day program is designed to help business owners with more than $500,000 in revenue establish an advanced financial team and scalable financial operating processes to run and grow the business. Perfect for LLCs or small corporate entities who have business accounts, credit lines, and profit and loss statements established, but are unfamiliar with how to effectively read and use the tools to drive profitability. The program analyzes the current financial systems and focuses on improving the revenue and expense structures, by finding new revenue, maximizing existing revenue, and minimizing expenses to maximize return.

The program is very tactical and helps position business owners with the resources, knowledge and skills needed to address any urgent issues and take advantage of market opportunities. The P&L and Balance Sheet are strategic tools and the program helps business owners use them as such.

The consulting is individualized and executed via video conference calling technology approximately every other week.
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