Maximize Business Results Workshop Series
Learn what information is available, how to delegate, what to look at, how to hire outside help, what to expect, balance cash needs, tax planning and profit management.
This is a great opportunity to schedule
QUALITY work time – AWAY from the office
The entire series is specially designed for the busy small business owner with less than $10 million in sales. The topics are focused on improving the financial soundness of your business – not learning accounting, tax, finance or marketing concepts. You will take away practical knowledge based on theories in a workshop environment.
EACH INDIVIDUAL SESSION…
- Starts with a 90 minute presentation on a critical area of business,
- presented in a language you can understand,
- includes stories to apply what you heard
- with worksheets, questionnaires or exercises to put the knowledge you gained to work.
The presenter, Mary Guldan- Lindstrom CPA
- Has walked the talk – She is a small business owner, who has personally started, purchased, sold, closed and merged a small business. Has experienced as well as studied the financial side of these transactions.
- Has been a licensed Certified Public Accountant (CPA) for over 30 years.
- Has worked with small business owners for the last 30 years providing accounting, tax and business finance services.
- Has worked inside small businesses as a controller, office manager and accountant
- A prior SCORE counselor and presenter.
- Successfully raised twin boys – labeled ADHD at age 5 who are now adults that are fully employed and not living at home.
Investment – $1200 for all six sessions, $600 for three sessions, or $300 an individual session
Reserve your spot! Limited seating – only 20 spots. Bring a friend 20% discount.
We meet on Thursday mornings, starting September 17 until October 22 from 8:00am until 11:00am.
Location – FOCUS CPA Inc. 117 Packerland Drive, Green Bay, WI 54303
Register now to save your place. Go to www.focus-cpa.com/workshops or call 920-351-4842
SESSION 1: WHERE DO YOU WANT TO GO?
Let’s get personal – what do you what to accomplish? Define your idea of success.
How will you know you got there? Define your Exit strategy.
Why do want this? What is your motivating factor?
Takeaway – Start a one page business organizer and quantify your financial goals
SESSION 2: HOW TO READ YOUR FINANCIAL SCORECARD
Financial statements are the universal financial measurements. What’s your score?
Getting accurate financials – month end close, completeness and accuracy
Basic principles – cost basis, matching concepts, capitalize verses expense
What to look for at? Where are you making your profits? Cost accounting
Takeaway – Verify that you have the tools to achieve your goals
SESSION 3: ARE WE FINANCIALLY SOUND YET?
Traditional ratios from financial statements
Did you have a Good day or bad day? Key productivity indicators
Nontraditional – creating a dashboard
Takeaway – Start a dashboard for your company to achieve your goals
SESSION 4: INCREASING THE BOTTOM LINE – WORK SMARTER.
Identifying your business model
Finding your sweet spot, leveraging your strengths and identifying opportunities
Takeaway – Checklist to evaluate your situation
SESSION 5: STAYING OUT OF TAX TROUBLE
Tax basics – types of taxes and areas of risk
Best tax practices for a small business
Knowing when to ask for help, who to ask and what to expect – free and paid
Caveat – you will not be able to prepare your tax return based on this presentation
Takeaway – Tax risk checklist
SESSION 6: BREATHING CASH BACK INTO YOUR BUSINESS
Know how cash moves through your business
Where you do have control?
Bad debt verses good debt
Takeaway – Cash conversion flowchart & Cash flow checklist for areas of improvement
Register now to save your place.
Go to www.focus-cpa.com/workshops or call 920-351-4842
“When I first read about Focus CPA, what intrigued me to work with them is that they strive to help small businesses. After sitting down with Mary for my discovery meeting, I knew it was an instant fit! She was extremely helpful in structuring an outline of where I was, where I needed to be, and how we can get there, together. After just several months of meetings and cleaning up all my records with Mary, I am now confident in getting a loan for my business expansion. I will have accurate financial results, showing the evident growth my business is experiencing. This was all from the help of Focus CPA. I am excited about what my future may bring, and I owe much of it to the people at Focus CPA for helping me get there! To all my fellow small business owners, if you are in a financial rut and need some help, I highly recommend you call Focus CPA today! I promise you won’t regret it!”
Toni Maretti, Co-Owner
Momentum Carnivore Nutrition