Roles in Financial System Cheat Sheet
Finance For Agencies
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Table of contents
Introduction to Finance For Agencies
Introduction to Finance For Agencies
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Intro to Course
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Video of Assumptions
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Building Blocks
Modified Agency P&L
Modified Agency P&L
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Part 1: Breaking Down The Equation
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Part 2: Applying The Equation
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Formula
Looking at P&L from a Percentage Standpoint
Looking at P&L from a Percentage Standpoint
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Part 1: Looking at P&L from a Percentage Standpoint
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Part 2: Combining Numbers and Percents into a P&L
Accrual Accounting & Cash Accounting
Accrual Accounting & Cash Accounting
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Accrual vs Cash Accounting & How It Relates to Cashflow
Goal Setting
Goal Setting
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Intro to Goal Setting
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Goal Setting
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Basic Goal Setting Template
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Bonus Video: Rules of Thumb
Getting Ready for Forecasting P&L
Getting Ready for Forecasting P&L
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Part 1: Getting Ready for Forecasting P&L
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Part 2: Getting Ready for Forecasting P&L
Advanced Sections
Advanced Sections
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Intro to Advanced Sections
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Intro to Scorecards & Leading vs Lagging Indicators
Modified Agency Balance Sheet
Modified Agency Balance Sheet
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Modified Agency Balance Sheet
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Modified Agency Balance Sheet Template
Cash Collection Scorecard
Cash Collection Scorecard
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Cash Collection Scorecard
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Cash Collection Scorecard Template
Bank Account Set Up & Management
Bank Account Set Up & Management
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Section to be released in the future.
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Bank Account Setup & Management Blog Post
Alternative Tax Filings
Alternative Tax Filings
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Disclaimer
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Part 1: Alternative Tax Filings
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Part 2: Alternative Tax Filings
Taxes
Taxes
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Taxes Assumptions
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Part 2: Tax Credits & Deductions
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Part 3: When & How to Pay Taxes
Finance & Accounting Roles
Finance & Accounting Roles
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Roles in Financial System
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Roles in Financial System Cheat Sheet
Finance & Accounting Tools
Finance & Accounting Tools
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Finance & Accounting Tools
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List of Finance & Accounting Tools
Advanced Goal Setting
Advanced Goal Setting
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Prerequisite: Watch all videos prior to "Advanced Sections" module
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Advanced Goal Setting
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Advanced Goal Setting Template.xlsx
Sales & Marketing Scorecard
Sales & Marketing Scorecard
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Prerequisite: Watch "Advanced Goal Setting" module
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Part 1: Sales & Marketing Scorecard
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Quick Note About Part 1
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Part 2: Sales & Marketing Scorecard
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New Business Scorecard Template.xlsx
Per Project Profitability & Utilization Reports
Per Project Profitability & Utilization Reports
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Intro to Per Project Profitability & Utilization Reports
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Per Project Profitability & Utilization Reports
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Per Project Profitability & Utilization.xlsx
Personal Finance
Personal Finance
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Intro to Personal Finance
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Pre and Post Tax Money
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How Much Can I Spend?
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Balance Sheet
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What If I Have a Business Partner?
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Personal Finance Template
Have questions or want to work with me 1-1?
Have questions or want to work with me 1-1?
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SBB Community
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1-1 Consulting
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