The money side of business

Better understand the basic tools and techniques of financial management, including budget creation and monitoring and cash management.

Time frame: 60 mins

Learning objectives for participants:

  • be able to use financial management tools to evaluate business
  • make informed financial decisions

Outline:

  • What’s financial management?
  • What tools can help operate my business?
  • How do I determine if a product is profitable?
  • What’s my most profitable product?
  • Who are my most profitable customers?
  • Why do I need a budget?
  • How do I create and use a budget?
  • What reports do I need?
  • How do I tell where my business is heading?

Questions?

For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

For more information, visit setting up a financial literacy session.

Request a session

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