Financial Strategy Two Day Workshop

financial strategy workshop

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.

UMN Benefit 2
understand financial info

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.

tanya process
Thu 26th & Fri 27th
Karstens Brisbane
Earlybird Offer*
After 30 June*
*Earlybird Offer: Enrol before 30 June 2018 to receive $1,000 off the cost of the workshop
Bonus! The cost of this workshop is 100% tax deductible
Financial Literacy Workbook

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

clear goals
1. Set clear financial goals

Define where you are today, make sure you understand your financial data.

financial dashboard
2. Create a financial strategy

Build processes and financial reports to monitor your business’ success.

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...

goal grow
Grow the business
goal profit
Increase profit
goal staff
Employ more staff
goal cashflow
Improve cashflow
goal assets
Purchase assets
goal debt
Pay down debt
lidia dalton
“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

“Excellent workshop, I’m feeling excited about my business moving forward”
Kate Payten

Wynnum Bearing & Bolts

tanya team

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.

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