Financial Intelligence Program

Financial Intelligence Program

The solution to help you remove confusion and gain financial clarity.

Whether you're a seasoned entrepreneur or just starting out, our program will provide you with the knowledge to understand your financial picture and create clarity for the future.

Learn about how to account for your finances in an easy-to-follow format.

Invest in yourself.

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Week 1 - The First Step to Financial Success
1. Program Overview, Training Agenda & Expectations
2. Why Gain Control Over Your Finances?
3. Goal Setting (Doing The Math)
4. Understanding Your Own Mindset Traps
5. Action Items & Week 1 Wrap Up
Week 2: Personal Financial Awareness
1. Fundamentals Of Accounting & How They Relates To Your Finances
2. Building Your Personal Net Worth Statement
3. Building Your Personal Income Statement
4. Building Your Personal Budget
5. Action Items & Week 2 Wrap Up
Week 3: Building Financial Awareness
1. Your Business Financial Statements
2. Building Your Business Balance Sheet Module
3. Building Your Business Income Statement Module
4. Building Your Business Budget Module
5. Action Items & Week 3 Wrap Up

Week 4: Technology for Your Finances
1. Fundamentals of Managing Your Finances
2. Using Technology to Track Finances
3. Quickbooks Setup & Implementation
4. Advanced Quickbooks Training
5. Action Items & Week 4 Wrap Up
Week 5: Understanding Your Own Key Performance Indicators
1. What is a KPI?
2. Setting Your Own KPIs
3. Review Process of Your KPIs
4. Determining The Root Problems
5. Action Items & Week 5 Wrap Up
Week 6: Financial Intelligence
1. Revised Goal Setting
2. Building Your Monthly & Yearly Projections
3. Structuring Your Finances To Excel
4. Working With an Accountant & Next Steps
5. Action Items & Week 6 Wrap Up

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