My Financial Team provides a variety of training programs, including:
Maximizing Your Strengths as an Entrepreneur
Learn the common characteristics of those who start businesses. Every successful Entrepreneur has strengths that foster that success. Conversely, every Entrepreneur has weaknesses that threaten their success. Continue to act in your strengths, and learn what you can do to reduce your weaknesses. This seminar includes a self-assessment that helps you identify your greatest strengths as an Entrepreneur.

Financial Management for Entrepreneurs
Many Entrepreneurs manage production, customer service, and employee relations on a daily basis. Few think that finance is something that can be managed. Some choose to think that finances just happen, and one rides the wave as long as one can. In this seminar we investigate several commonly held beliefs that threaten today's small businesses. Is positive Net Income a good thing or a bad thing? Who can project the future anyway? How can anyone 'manage' cash? Should the business owner pay oneself through payroll, or just take draws? How does one separate oneself from the company when it comes time to hand over the reigns? How can I plan for big-ticket items like vehicles, equipment, and taxes? What difference does my credit rating make, and what affects it?

Planning and Projections for Entrepreneurs
None of us can predict the future well enough. We don't know what we will be doing in a year. We don't even know, for sure, what we will be doing tomorrow. Therefore many Entrepreneurs just choose not to plan. This approach is definitely risky business. Don't invest your time and money without developing an expectation of the outcome of your efforts. In this seminar we will discuss the reasons for looking into the future, learn how to develop educated projections, and learn the value of guestimating. What foundation can you use? Should you trust your assumptions? What happens when something goes wrong? Find out how freeing it is to know, well before serious damage is done, that adjustments are necessary. And experience the exhilaration when your hit your benchmarks along the way to success.

Successful Relationship Building in Business
Whether its relationships with clients or vendors or employees, small businesses excel when they actively build and maintain relationships. There are several keys to understanding different types of people and different roles in relationships. Relationship building is about connecting with people where they are, and understanding how best to communicate with them. These keys can help you become a better relationship builder.

Making Your Books Work for You
Bookkeeping is far more valuable to small businesses than just providing numbers for taxes. There is a wealth of information in well-kept books that can help you make sound business decisions and direct your future. Learn how to draw out the lessons from your financial reports, and how they fit together to tell you the stories you need to hear.

Using Your Business Plan as a Road Map to Success
Whether you currently have a Business Plan, or will be writing one in the future, you need to know how to use it. Most small businesses use Business Plans to secure credit. This is a good use. But a well written plan includes a treasure trove of information and goals that should not be buried when you leave the bank. Following a good business plan will get you where you want to go. Find out how to build, maintain, and live by your Business Plan, leaving you with a sense of freedom on the road, and providing mile markers and landmarks so you know where you are along the way.

Establishing Employee and Owner Benefit Programs
Whether you are a company with one employee or many employees, you are likely to find that employee benefits are value-added options for increasing compensation packages. Some of these options involve a commitment to increased personnel costs. Other options involve no further out-of-pocket costs except the time to set them up and, in some cases, some time to maintain the programs. Learn about the various types of programs your business can offer, how to set them up, and the costs and benefits associated with each. Maximize your own compensation and the value of the salaries and wages you currently pay. In doing so you can retain your most valued employees and increase staff morale across the board.

Cleaning Up Bad Books
With today's accounting software, small errors in setup can cause big problems over time. This seminar shows you ways to see if you have 'Bad Books' that include discrepancies resulting in incorrect balances and lead to false assumptions and flawed courses of action. We will also discuss ways to correct your books and confirm their accuracy well into the future.

Borrowing for Entrepreneurs
Access to credit is an important tool for Entrepreneurs. In some cases having approved credit will allow to you to take steps that grow your company, which would be much too risky in the absence of approved credit. But credit also brings the risk of using loans too liberally. When is it wise to borrow money for your business? Should you apply for a Line of Credit? If you have a Line of Credit, when should you draw on it? Are the purchases of equipment, vehicles, or other fixed assets good for your company? Is it better to lease or to buy? What is the wise way to use your personal or company credit cards for company purchases? Learn how to answer these questions for your company's unique situation. We will discuss the impact of credit, and rules of thumb for using credit wisely.

Developing Standard Operating Procedures to Increase Value
Do you feel like you are too busy cleaning up after employees' mistakes to take the time to create Standard Operating Procedures for your company? That cycle is rather like a dog chasing its tail. In his book, The E-Myth Revisited, Michael Gerber explains how important it is in a growing company for the owner to work "on" their business rather than "in" it. Whether or not you have employees, it is to your benefit to record the Standard Operating Procedures (SOPs) that you identify as successful and beneficial. In this seminar we discuss the types of documents that can capture your SOPs, and ways to teach them to your employees in order to multiply your successes and diminish costly mistakes.

To confidentially request scheduling information on any seminar listed above, or to ask about specialized training for your organization, please Contact Us and include in the message text the seminar name or training topic of specific interest to you.

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