Bonus: For those that sign up below you will get access to our extensive library of QuickBooks "How To" videos that cover all aspects of QuickBooks
Course Description: Our ½ day seminar/workshop will focus on how the owner and/or manager can use QuickBooks more effectively by better understanding the financial story of their business. The emphasis on key financial statement reporting will provide a higher level perspective on the numbers leading to consistently superior decision making and increased profits.
Learn and Grow by Gaining the Following QuickBooks® Insights and Answers:
Understanding why accounting is the language of business
Steps in determining what your story is
Going from ordinary to extraordinary
Focusing on the right reports at the right time
Using ratio analysis to obtain instant perspective on the numbers
Proactive vs. reactive cash flow management techniques
Concrete steps to implementing change starting today
Ask questions throughout training and afterwards
Complete PowerPoint Presentation (In PDF format) included
Who Should Attend?
Business owners and/or managers who want to take their financial information and decision making to the next level by obtaining a much greater perspective on the numbers and action steps to put their new found knowledge to use
Other users of financial information wanting a deeper perspective of the numbers beyond the details
Lesson 1: Introduction
Why is accounting the language of business?
The concept of your story
The steps to telling your story
Learning your story
Lesson 2: Financial Statements – Your Numerical Story
Key 1: Decision to become high performance
What is your numerical story and is it accurate?
Steps to determining accuracy
Adopting a new focus
Break: 1:00pm – 1:15pm
Lesson 3: Insightfully Reading a Profit and Loss Statement
Key 2: Know where to look and why
The “Big 3”
Who cares about your financial statements?
Key 3: How to use your numbers
Dissecting the Profit and Loss statement
Measurements of success
Importance of relevant perspective
Key 4: Refine measurement
Using ratios related to the Profit and Loss Statement
Lesson 4: The Hidden Value of the Balance Sheet
Dissecting the Balance Sheet
Using ratios related to the Balance Sheet
Understanding working capital
Lesson 5: Cash Management – Best Practices
Understanding cash flow
Key 5: Pro-active vs. reactive cash
Cash flow analysis and forecasting
Lesson 6: Next Steps
Identify and quantify gaps
Create time phased action plan
Get the necessary help to maximize efficiency and effectiveness
Strive for tangible constant improvement
Done by 3:00pm
Note: There will be time for any additional questions you may have after the seminar/workshop
If you have any questions, please do not hesitate to call us at 800-577-0266
Note: A receipt is emailed to you upon "Make Payment" completion.
Thank you for your business and we will be in touch with you shortly.