Strategies To Transform
Your Business Finances in Just 6 Weeks
with our seamless, step-by-step instructions.
Templates, ready for immediate download and effortless setup in your system.
To be successful long-term, you need to understand this...
Having a true understanding of your business' finances will be the difference between lackluster profits and low team morale versus strong profitability, peace of mind and engaged employees
When you have a true understanding of your business' finances you:
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INCREASE YOUR PROFITABILITY
The real value comes from having a crystal clear snapshot of profitability, enabling detailed analysis, and educating yourself and your team on key numbers to look at.Having the ability to zoom in easily, not only increase profitability, but gets managerial buy-in and accountability for financial targets ultimately increases profitability. -
FEEL CONFIDENT IN YOUR FINANCIAL DECISIONS
Having a crystal clear understanding of profitably in every aspect of your business brings clarity and confidence, eliminating sleepless nights.
No more wasting time trying to decipher what happened—you'll quickly find answers.
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IMPROVE EFFICIENCY WHILE REMAINING ACCURATE
In this program, we not only discuss how to create the Optimal Income statement, but also teach you simple monthly processing techniques to reduce error rates and save time.
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SAVE MONEY
Save more money by having key numbers at your fingertips, saving you time and effort.
You can recognise issues fix them promply, untimely saving money
With costs allocated by responsibility, you'll have better control over them, maximizing your savings potential
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BETTER COMMUNICATION
You'll no longer need to wonder about your financial position. Guessing will be a thing of the past. You'll have control over their numbers and know exactly where they need to be. Guessing will become a thing of the past. Managers now will know where they need to be and have control over their numbers.
Introducing...
The Financial Tool Whiz
The course that will take you from confused when making financial decisions, struggling to remain profitable consistently and fearing leaving money on the table to being CONFIDENT in your business numbers, CONFIDENT in understanding and monitoring your financial performance and CONFIDENT in keeping your business sustainably profitable
Inside the Financial Tool Whiz, you will get...
Instant Access to8 Comprehensive Modules
8 Weekly Group Calls
Templates
Lifetime Access to All Trainings and Future Updates
HI, I’M PATTI!
I’m a successful Financial strategist “CFO” and “CPA”
with 25 years of experience helping businesses create Financial Models to drive extremely profitable businesses, so they never have to worry about finance again!!
With an intense passion for applying my expertise in fuelling the growth of small to mid-sized businesses, my goal is to help them optimize profits and grasp a thorough understanding of their financial metrics.
I have encountered many small to mid-sized businesses without the tools to grasp the sources of their profits or losses fully. Owners were often relying solely on their team to manage their jobs, hoping that was enough..
They had very basic income statements, they needed help to do a deep dive into why they were making or losing money!
Did you know
50% of small businesses fail in the 1st 5 years and approximately 65% by their tenth year
70% of these small businesses fail because of a lack of financial management.
WHAT WE COVER IN THE FINANCIAL TOOL WHIZ
Module 1: The Optimal Income Statement
Module 1: We cover the basics of what makes a great income statement, that drives profitability
You'll Learn:
- What makes an ideal income statement and why?
- Explore the perfect income statement for driving profitability.
- Key elements and strategies for financial success.
- What makes an Operational income statement and why it works.
- Importance of complex income statements for growing businesses.
- How to motivate employees using an operational income statement and bonus plan.
Module 2: Reason for Cost Centers
Module 2: We cover, when you should use cost centers and why?
Inside, you'll learn:
- What a cost center is, with examples.
- Benefits of implementing cost centers.
- Types of cost centers, including Total Sales Cost centers and others your company may use.
Module 3: Putting It Into Practice
Module 4: Optimizing Chart of Accounts for Stellar Reporting
Module 5: Create the Ideal Income Statement Roadmap
Module 5: You'll learn the step-by-step process for setting up income statements
As a special addition, we'll offer you a sample of an employee BONUS PLAN for your managers.
Module 6: Create Your Cost Centers - Roadmap
Module 6: You'll learn the step-by-step process for setting up your company's cost centers
Inside, you'll discover:
- Step-by-step guidance on setting up a cost center using a ready-to-use fillable template with all necessary accounts.
- Examples of cost center reports to illustrate their effectiveness.
Bonus: A monthly summary report tracking client collections (cash in), average client payment days, and targeted collections. This report also monitors month-end bank or credit line balances, comparing them to targets and actual balances.
**Please note, training does not include software training, you’ll have to contact your accounting software for assistance on their unique setup. We can offer assistance with Great Plains, & QuickBooks for an additional fee.
Module 7: It's time to clean up your data
- Module 7: Step by Step process to clean up your data.
Decision time
- Once you have designed your income and cost statements.
- You'll need to decide how accurately you want past financial numbers reflected on the income statements.
- If you opt to update last year's information or current information. You'll need to clean up your data and reallocate costs.
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We'll discuss the steps to accomplish this
Module 8: Review of critical numbers to watch
Module 8 we will teach you the critical numbers to be reviewed on your statements monthly.
These numbers should be watched like a HAWK.
- We’ll identify what these numbers are
- Teach you potential reasons for variances using the ideal income statements
- Illustrate methods for increasing gross margin profitability
- Areas to look at if there are big differences
- Teach you how to motivate your staff to help achieve these numbers
- Provide an Agenda around your statements
You've got questions, I've got answers:
WHEN ARE THE LIVE Q + A CALLS?
WHAT IF I CAN'T SHOW UP TO THE LIVE CALLS?
HOW WILL THIS HELP ME MANAGE MY BUSINESS FINANCES?
IF I ALREADY HAVE A BASIC INCOME STATMENTS, HOW IS THIS GOING TO MAKE ME MORE PROFITABLE?
HOW DO BANKERS VIEW THESE STATEMENTS?
What other types of reports would BENEFIT MY COMPANY?
Become your company's financial expert.
GET THE FINANCIAL TOOL WHIZ
Fill out the form below, and I'll get back to you as soon as I can.
*Please only fill out this form if you've read through all the information and are serious about investing in your company through this program
Transform your finances in 6 weeks
with our seamless, step-by-step
instructions.
Templates, ready for immediate download and effortless setup in your system.
