Financial Management: Unveiling the Story behind Your Numbers Skip to content

From Numbers to Decisions

A Practical Workshop in Financial Management

From Numbers to Decisions
A Practical Workshop in Financial Management

There’s more to learn from financial numbers than just tracking income and expenses… a LOT more. But, very few entrepreneurs have been trained in how to read and interpret the story behind their financial reports to run their business more effectively.

That’s where we come in

In this intensive 2-hour workshop, we’ll show you a different way of looking at your business figures to track your business’s health more effectively and learn the skills to identify what you can control, change, and improve.

Click the button below to register for the next session. We’ll help you develop a calm, thoughtful, and knowledgeable approach to financial management.

Why Dig Into Financial Management?

As a small business owner, financial mangeemnt can be a task you delegate to your bookkeeper or CPA. However, with strong financial management skills, you can take charge of key elements of your business to ensure stability, growth, and profitability. Here are some ways in which you can build your capabilities as a leader.

Preparing for Growth

Budgeting and forecasting are essential to ensuring that you don’t overspend or run out of cash. Create a realistic budget based on your vision for the future of your business and keep revising it to reflect any changes.

Cash Flow

Cash flow management is another aspect that you can’t ignore. It’s essential to monitor cash flow, manage accounts payable and receivable, and maintain a cash reserve for emergencies. The cash crunch that results from not managing cash flow effectively is painful and difficult to navigate. So, learning how to keep a close eye on your cash flow will put you in a better position to handle any financial crisis.

Key Metrics

Tracking the key metrics in your financial statements is vital for assessing the financial health of your business. Understanding your financial statements, such as income statements, balance sheets, and cash flow statements, helps you make informed decisions and identify areas for improvement.

Cost Control

Cost control is another useful element of financial management. Understanding expenses can help you identify areas where costs can be reduced without sacrificing quality or efficiency. It may involve renegotiating contracts with suppliers, optimizing inventory management, or finding more cost-effective ways to operate. We value being creative in finding ways to reduce costs without hurting your business.

Strategic Growth

Revenue management involves maximizing revenue by setting appropriate pricing strategies, identifying new revenue streams, and understanding the factors that influence sales. This includes managing sales pipelines, monitoring customer trends, and optimizing marketing efforts.

Investment and Debt

Lastly, investment and financing decisions play a critical role in the growth of your business. You need to make informed decisions about expansion opportunities and choose appropriate financing options such as loans, lines of credit, or equity financing.

Workshop Instructor

Let's Get Started

Signing-up for this financial mangement workshop is easy.

You can choose to attend the two-hour class in-person at our office in Grand Junction, Colorado for a more interactive experience (limited to 12 people), or attend virtually through Zoom from the comfort of your office.

Next Date & Time
Friday, May 17th
10:00 am – 12:00 pm

Additional Upcoming Dates
Friday, June 21st
TBD

Investment
In-person: $100
Virtually: $75 

In-Person Location
561 W. Crete Circle
Grand Junction, CO 81505

Registration
Call our office at (970) 712-5332 or complete the form below to register.

Questions?
Give us a call, we’ll be happy to answer all of your questions.

Workshop Registration

Let's Get Started

We’d be delighted to schedule a free half-hour consultation meeting with you.

We look forward to learning more about you, your vision, your business goals and challenges, and seeing if our services are a good fit for you.