Small Business Essentials: Financial Management I

Create financial routines and systems that save you time and money

BENEFITS

  • Streamline financial recordkeeping
  • Avoid common financial pitfalls of entrepreneurs and small business owners
  • Improve funding candidacy for business loans and grants

Five one-on-one 60-minute sessions where you will:

  • Learn the best practices for financial recordkeeping
  • Apply evidence-based methods to create effective business habits
  • Identify your business’s financial management strengths and vulnerabilities, via a confidential assessment.
  • Identify the essential financial management systems your business needs to implement
  • Create a detailed implementation plan
  • Set strategic long-term financial goals
  • New technologies for easier, more efficient expense and invoicing tracking
  • Follow-Up Interviews:
    • Five 15-minute follow-up calls to assist with follow-through and strategize how to overcome challenges

Registration: $750/business. Up to two employees or owners per session. Needs-based scholarships available, please contact us for more information.


Startup Essentials: Streamlining I

Start wisely by saving time and money while focusing only on essential priorities.

Seminar

  • Review of startup pitfalls and key focal points of success
  • Intro to Essentialism: Focus on what matters most
  • Introduction to the psychology of habits
  • Review of evidence-based methods to create habits

Workshops: 2 One-Hour Sessions

  • Efficiency assessment: Identify where your business can gain time and resources
  • Identify the essential financial management systems for your business
  • Create a detailed implementation plan
  • Set strategic priorities and learn to stay focused on them

2 One-Hour Support Calls: for strategy, Q & A, and accountability

 

Registration: $495 per business. Up to two employees or owners per session. Needs-based scholarships available, please contact us for more information.


Master Routines: The Science of Habit Building

  • Learn and apply the science of habits to build daily routines of productivity, focus and wellness
  • Leverage small repetitions to achieve major goals
  • Minimize effort and maximize effective daily routines
  • Develop mindfulness and re-route behaviors that prevent success

Custom Seminar

Please contact us to request a custom seminar or workshop curated to fit your individual business or organizational needs.