You started a business dreaming of financial freedom & impacting lives...
But instead, you feel like you're constantly focused on bringing money in, but unsure of what your bank balance will be the next month.
Let's fix that.I already know I need this
Let me guess..
⦿ You've tried to learn business finance, but it feels like it's all in a foreign language.
⦿ You feel like an imposter because you *should* know more about your business finances.
⦿ You don't know where to start with your business finances so you mostly just avoid it.
⦿ You worry that your business isn't set up as it should be.
⦿ Your accounting system is mainly designed to get information to your tax advisor every spring rather than to give you information to help you run more successfully.
⦿ You're working non-stop, but the only way you can gauge the success of your business is by your bank account balance.
⦿ You don't have a system in place to produce accurate complete financial statements monthly, or if you do, you don't understand what you are supposed to be doing with them.
Are you ready to finally get in control of your business finances?
A step-by-step system for simplicity in your finances.
Created for small business owners just like YOU using SIMPLE actionable steps & REAL words!YEs please!
By the end of this course...
- You'll have a simple way to get a strong financial foundation in place so you can get back to running your business.
- You'll see that finances don't have to be complicated & you can get insight from them.
- You'll have the confidence and competence to make your business soar!
Because you don't need 1,000 hours to learn all the accounting jargon in order to get control of your business finances.
What you do need is someone to teach you the basics using SIMPLE actionable steps and REAL words.
If this has you nodding your head, this course is exactly what you've been looking for. It was built for YOU.So much yes. i know this is for me!
Meet your instructor for Small Business Financial Foundations
Hi! I'm Christie, nice to meet you! I'm a 25 year CPA & business coach. I love helping entrepreneurs and small business owners grow confident in understanding their business finances.
Financial statements tell the story of a business. You just have to know how to read the story. Once I understood that, I became passionate about teaching business owners how to produce & understand their numbers so they could read that story well.
Business finances don't have to be complicated. I use simple actionable steps and everyday words when I work alongside my clients. I created this course because I knew that every business, no matter how big or small, needs and deserves a solid financial foundation.
Your success is my goal!
In my 25+ years of working with small businesses, I have witnessed so many small business owners who are frustrated & overwhelmed when it comes to the numbers side of their business.
Whether you've been in business for years or you are just getting started, there is no way you could know how to make sense of those numbers unless someone taught you.
Well, I have some great news for you! This doesn't have to be complicated!
I KNOW that every business owner NEEDS & DESERVES the CONFIDENCE & COMPETENCE that comes from establishing a solid financial foundation.
I created this course for business owners just like YOU using SIMPLE actionable steps & REAL words!
Here's what's inside:
Get instant access to all content.
Five modules of lessons taught in 20 short, easy to understand videos for you to watch at your convenience.
PDFs of additional content and assignments to help you implement all the lesson tactics and strategies.
options for 1:1
An invitation to continue with a private 1:1 coaching session to get Christie's laser focus on your business.
Small Business Financial Foundations
A simple way to get a strong financial foundation in place so you can get back to running your business and know this is taken care of.
- You'll feel motivated to WANT to learn (vs SHOULD)
- You'll understand the foundational steps to take (or correct!) and the tools you'll need to build a solid financial foundation.
- You'll know how to implement this system & when you'll need to do the different steps.
- You'll understand your business's financial statements & start to use them to run your business more profitably & effectively!
Regardless of how the words "accounting" or "math" used to make you feel, we are going to tackle that head-on. You are a business owner, my friend, and there is NO REASON for business finances to overwhelm you or limit your success. You'll learn that you CAN do this & will walk into financial meetings with that CONFIDENCE that comes from knowing your numbers.
Let me show you how.
Finally and at last you'll know your numbers and why that matters!
YOU. CAN. DO. THIS.
Taking this course, you'll understand accounting basics & how to make decisions about what accounting method is right for your business.
Not everything has to be done immediately, but you'll know what you need to do quickly, so you can get the data you need to run your business better.
You'll understand cash vs profit, budgeting, forecasting, and even which Key Performance Indicators (KPIs) to watch!
And when it comes time to hire help, you'll understand the different roles of the financial staff you may use - from bookkeepers to accountants to CPAs to tax advisors.
Let's Talk Modules. Build Your Business Finance Foundations in Five Steps...
Start with the End in Mind
We must get our mindset right or we won't actually implement the action steps well!
• Why a strong financial foundation matters.
• Sucking at math & other lies we tell ourselves.
• Visioning Success.
Designing A Successful Business
Whether you're just starting out & designing your business from scratch or you've been in business for awhile, it's important to understand these basics and set them up correctly for the current phase.
• Entity structure - legal vs tax.
• Bank Accounts.
• Registering with the state.
Who & What You Need to Succeed
You don't build a home foundation without materials and a crew. The same is true for your business. These are the tools we will need and some of the crew we might consider. Naturally we also need to understand the lingo.
• Accounting software options & recommendations.
• Deciding: DIY, bookkeeper, CPA, tax advisor.
• Knowing the words that actually matter.
Accounting: What, Why, How & When
Now that we have what we need, it's time to start laying that foundation. This is where we discuss the tactical steps of implementing the system you chose, selecting an accounting method, batching and deciding when you do what.
• Accounting basics.
• Chart of Accounts.
• Selecting an accounting method.
• Daily, weekly, monthly, quarterly, annually.
Financial Statements & Strategy
Now we can actually start USING our foundation to start building your dream business well! With accurate timely financial statements, we can gain insight to achieve our goals. This is my favorite part! I love to help clients see how to utilize this information. You'll love it once you learn it. Pinky promise!
• Financial Statements - what's in them & how we use them.
• Cash vs Profit.
• Forecast & Budget.
• Key Performance Indicators - which to watch
Small Business Financial Foundations gets you from feeling overwhelmed about business finances to the confidence that comes with knowing your numbers, in record time.
It's a program designed for you, using SIMPLE actionable steps & REAL words!
Let's get you started!
Not only will you get instant access to all the course materials, but you'll also get any future updates I develop.
A Few Frequently Asked Questions & Answers
Will I get lost in confusing accounting words I don’t know or understand?
My calendar is already so full. What type of time commitment is required?
When does this start? When do I get access to everything?
What if finances overwhelm me/terrify me/make me run the other way? And what if I suck at math?
Confidence + Competence
Because every business owner NEEDS & DESERVES the CONFIDENCE & COMPETENCE that comes from establishing a solid financial foundation.
- Perfect for coaches, course creators, consultants & online business owners
- Simple, easy, step-by-step strategies and tactics in plain English
- Learn the path to profitability so you can achieve your financial goals without sacrificing your happiness
MY LAST PIECE OF ADVICE
I have seen first hand that the most successful business owners know their numbers. It’s the secret golden insight to making better strategic decisions in your business. The best part is that you don’t have to be great at math or have a business degree to do this. No matter what, you can apply simple actionable steps to establish a strong financial foundation for your business - and set yourself on the path to success.
What I can't wait for is your a-ha's when you start to see that finances don't have to be complicated & you can get insight from them!