Financial Deep Dive: Planning for 2021

Series Dates: December 1st, 3rd, 8th, and 15th

Prerequisites: QuickBooks, Excel, and beginner-level comfort with both

Class Size Limit: 30 businesses

Have you ever wondered what it’d be like to run your business – instead of letting your business run you? Putting together a reasonable set of projections and using it to navigate your path into the future sounds great – but it can be a daunting task, far outside of the comfort zone of today’s owner/operator. Eliminate the guesswork & uncertainty as we take a deep dive into:

• Understanding the basics of financial reporting and your historical performance

• Mapping an appropriate & reasonable path forward

• Translating your projections into a financial model

• Using your plan to track performance & hold yourself accountable

We understand you didn’t start your business to sit in the office & play in Excel, but that doesn’t diminish the value of knowing where you’re going – and how to get there. Join us in building the map that’s right for you & your business.