Build a Financial Roadmap
Stop looking in your rear vision mirror and start building a financial roadmap that drives future growth. Lock in top line revenue targets that deliver bottom line profit, analyse staff capacity and calculate funding gap to ensure you’re not growing broke.
In this workshop, Tanya Titman will step you through the process of building a financial roadmap that drives your business to achieve its goals. Successful business owners, not only set clear goals, they use financial data to build a plan to achieve them. They also monitor their financial results and adjust as necessary to ensure the end goals is met.
Who should attend?
- Business owners who want to build a budget
- Entrepreneurs wanting to validate their business
- Financial Controllers who manage a business’ finances
- Bookkeepers wanting to educate their clients
And anyone who want to:
- Grow their business
- Increase revenue and overall profitability
- Improve cash flow management
- Purchase assets or pay down debts
Take a day out of the business and build a financial roadmap to achieve your goals
- Clear, measurable goal for next 12 months
- Financial roadmap to achieve this goal
- Checklist for regular financial management
- Validation of pricing strategy and targets
- What lead and lag indicators/KPIs to monitor
An in-depth look of what you will achieve in the workshop
Set financial goals for your business
Understand three different financial reports
Customise your Profit and Loss report
Customise your Balance Sheet report
Review your financial information
Add data to your financial strategy
Review operating expenses (and find savings)
Build a revenue model for the next 12 months
Calculate staff wages and capacity
Confirm your financial strategy
Enter your strategy into accounting software
Build weekly, monthly and quarterly reports
Preview the comprehensive Financial Analysis Tool
“Really enjoying the workshop and love the little tips and light bulb moments that I am picking along the way!”
Lidia Dalton
Expert Events
“Such a fantastic template, very easy to navigate and understand the flow of it.”
Maddison Lawrence
Slickazz.com.au
“Excellent workshop, I’m feeling excited about my business moving forward”
Kate Payten
Wynnum Bearing & Bolts
Regardless of your goals, to achieve success, you need a financial plan...
Grow the business
Increase profit
Employ more staff
Improve cashflow
Purchase assets
Pay down debt
Test your Financial Literacy
This quiz is designed for women in business and tests your understanding of financial terms, reports, cashflow and key financial drivers in a small business.
About the Presenter: Tanya Titman
Tanya Titman, an experienced business coach and award-winning accountant, runs three businesses with over 25 staff. She’s been a small business owner for 20 years and has helped 100s of businesses grow and scale. She has an innate ability to explain complex financial concepts in ways business owners understand.
She’s a passionate educator. This will not be a passive presentation but a hands-on workshop where you roll up your sleeves and get into the numbers.
Benjamin Franklin once said, “If you fail to plan, you’re planning to fail”. Business owners who don’t build a financial strategy are 10 times more likely to fail in achieving their goal than the savvy business owner who takes a day out of their busy life to think, plan and implement.
1. Set clear financial goals
Define where you are today, make sure you understand your financial data.
2. Create a financial strategy
Build processes and financial reports to monitor your business’ success.
3. Achieve business success
Business owners with a clear goal and plan are more likely to achieve success.
Set yourself up for success
Build a strategic plan based on your financial data. Validate your pricing model, calculate your staff’s capacity to generate revenue, set clear monthly sales targets to ensure you achieve success.
Use numbers to build strategy
Build a strategic plan based on your financial data. Validate your pricing model, calculate your staff’s capacity to generate revenue, set clear monthly sales targets to ensure you achieve success.
Tanya’s process works
Tanya has delivered this step-by-step process to 100s of business owners. In this workshop you will build a clear plan to achieve your goals and a process for monitoring your financial results.
