Financial Strategy Two Day Workshop
Over two days, 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 goal is met.
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.
MAR
12th & 13th
BNE
Karstens Brisbane
$1,495
Per person
100%
Tax deductible
Bonus! The cost of this workshop is 100% tax deductible
What will I learn in this workshop?
Take two days 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
Day One Outline
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
Day Two Outline
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
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.
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 two days out of their busy lives to think, plan and implement.
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
“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
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.
