Group Help

Financial Fitness

Take control of your finances in this six week program. Each week will focus on a part of understanding and managing your finances as a business owner. You will be able to sign up for all 6 sessions, or just choose the topics that interest you. You can join for the live session, and receive the recorded session in case you can't make it or want to watch again.
Each session is $10 and will be an hour long and include Q&A time.

**Please note, these classes are aimed to small business owners who have been in business less than 5 years or have not started yet and have less than $1 million in annual revenue**

In this session we will cover the following:

  • Setting up your business
  • Types of businesses (legally and for taxes)
  • Separating you and your business
  • Business taxes and tax forms
  • Getting financial help
  • Knowing your limits

In this session we will cover the following:

  • Income Statement/Profit & Loss/P&L
  • Balance Sheet
  • Statement of Cash Flow
  • Why you should look at and understand your statements
  • Examples of statements

In this session we will cover the following:

  • Why you should analyze your reports regularly
  • How to analyze financial reports
  • What reports to look at for your business
  • How to find errors on your reports

In this session we will cover the following:

  • What is bookkeeping?
  • Double-entry accounting
  • How to use software for your bookkeeping needs
  • Determining your limits
  • Getting help, but staying in the know

In this session we will cover the following:

  • Difference between a budget and cash flow forecast
  • Why it’s important to have both
  • How to create a budget
  • How to create a cash flow forecast
  • How to update and adjust

In this session we will cover the following:

  • What is are financial processes?
  • Why it’s important to stay on top of your money
  • Software options to help
  • How to get started