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.

Request a session

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. Eight weeks’ notice is needed to set up a session.

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Highlights

Chartered Professional Accountants of Canada (CPA Canada) annually offers its views on priorities for the federal budget. Review past submissions of pre-budget briefs and consultations, and post-budget release opinions and commentary.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.