Clients

Core 1 

Business Plan, Budget and Cash Flow

Business Planning

• Do you need a business plan?
• Mind Mapping your business.
• 4 step Annual Roadmap.

Core 2

Entity Choice and Management

Business Entities

• Business Entities 101.
• Selecting the right entity for you.

Set Up and Maintenance

• Setting up your entity.
• Maintaining your entity.

Core 3

Financial Intelligence

How to read financial statements

• Financials 101.
• Balance Sheet.
• Profit and Loss.

Core 4

Key Performance Indicators (KPI’s)

KPI’s – The key to your business objective

• KPI 101.
• Mini Workshop: KPI Design.
• KPI’s in action.

Core 5

Income Management

• Income in your business.
• Accounts Receivable.
• Sales Tax.

Core 6

Expense Management

• Expense in your Business.
• Reimburse It!
• Inventory.

Core 7

Business Banking and Funding

Banking 101

• Funding your business.
• Funding your business 101.

Core 8

Owner Compensation and Fringe Benefits

Owner Compensation

• How to pay yourself as a business owner.
• How to set up Owner Payroll.
• Owner Compensation and Cash Management.
• Owner Compensation and Taxes.

Owner Fringe Benefits

• Perks.

Core 9

Employee Vs. Independent Contractors

• What is an employee?
• What is and independent contractor?
• Understanding the difference – and why you should care.

How to classify.

Core 10

All About Employees

Building and Managing your Team

• Recruiting into your culture.
• Modern Management and Retention.
• How to Fire an Employee properly.

Employee Compensation Benefits

• How to pay employees.
• Employee Benefits.

Core 11

Social Security and Retirement

• Retirement Benefits.
• Optimizing Social Security.
• Navigating Retirement Plans.

Core 12

Investments and Insurance

• Smart Investments for Small Business Owners.
• Protecting Investments with Insurance.

Core 13

Tax Planning

• Optimizing your tax situation.
• Easy Tax strategies for Business Owners.