The money side of business
Better understand the basic tools and techniques of financial management, including budget creation and monitoring and cash management.
Time frame: 60 mins
Learning objectives for participants:
- be able to use financial management tools to evaluate business
- make informed financial decisions
Outline:
- What’s financial management?
- What tools can help operate my business?
- How do I determine if a product is profitable?
- What’s my most profitable product?
- Who are my most profitable customers?
- Why do I need a budget?
- How do I create and use a budget?
- What reports do I need?
- How do I tell where my business is heading?
Questions?
For questions, please email us.
Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines:
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.