Finance For Agencies

Ready to make your agency profitable? 

What's included?

Video Icon 37 videos File Icon 13 files Text Icon 8 text files

Contents

Introduction to Finance For Agencies
Intro to Course
4 mins
Video of Assumptions
6 mins
Building Blocks
2 mins
Foundations
Intro to Foundations
2 mins
Modified Agency P&L
Part 1: Breaking Down The Equation
11 mins
Part 2: Applying The Equation
8 mins
Formula
209 KB
Looking at P&L from a Percentage Standpoint
Part 1: Looking at P&L from a Percentage Standpoint
16 mins
Part 2: Combining Numbers and Percents into a P&L
6 mins
Accrual Accounting & Cash Accounting
Accrual vs Cash Accounting & How It Relates to Cashflow
7 mins
Goal Setting
Intro to Goal Setting
4 mins
Goal Setting
18 mins
Basic Goal Setting Template
50.9 KB
Bonus Video: Rules of Thumb
16 mins
Getting Ready for Forecasting P&L
Part 1: Getting Ready for Forecasting P&L
9 mins
Part 2: Getting Ready for Forecasting P&L
7 mins
Forecasting P&L
Forecasting P&L
24 mins
Projections / Forecasting Template
85.5 KB
Historical P&L
Historical P&L
6 mins
Historical P&L Template
22.6 KB
Advanced Sections
Intro to Advanced Sections
2 mins
Intro to Scorecards & Leading vs Lagging Indicators
10 mins
Modified Agency Balance Sheet
Modified Agency Balance Sheet
7 mins
Modified Agency Balance Sheet Template
5.34 KB
Cash Collection Scorecard
Cash Collection Scorecard
9 mins
Cash Collection Scorecard Template
5.99 KB
Bank Account Set Up & Management
Video Coming Soon!
Bank Account Setup & Management Blog Post
Financing / Debt Management
Video coming soon!
Alternative Tax Filings
Disclaimer
Part 1: Alternative Tax Filings
10 mins
Part 2: Alternative Tax Filings
4 mins
Taxes
Taxes Assumptions
2 mins
Part 2: Tax Credits & Deductions
5 mins
Part 3: When & How to Pay Taxes
10 mins
Finance & Accounting Roles
Roles in Financial System
13 mins
Roles in Financial System Cheat Sheet
67.7 KB
Hiring Rules of Thumb
Video Coming Soon!
Finance & Accounting Tools
Finance & Accounting Tools
9 mins
List of Finance & Accounting Tools
73.8 KB
Advanced Goal Setting
Prerequisite: Watch all videos prior to "Advanced Sections" module
Advanced Goal Setting
12 mins
Advanced Goal Setting Template.xlsx
75 KB
Sales & Marketing Scorecard
Prerequisite: Watch "Advanced Goal Setting" module
Part 1: Sales & Marketing Scorecard
12 mins
Quick Note About Part 1
Part 2: Sales & Marketing Scorecard
8 mins
New Business Scorecard Template.xlsx
18.2 KB
Per Project Profitability & Utilization Reports
Intro to Per Project Profitability & Utilization Reports
6 mins
Per Project Profitability & Utilization Reports
15 mins
Per Project Profitability & Utilization.xlsx
8.69 KB
Personal Finance
Intro to Personal Finance
7 mins
Pre and Post Tax Money
4 mins
How Much Can I Spend?
6 mins
Balance Sheet
3 mins
What If I Have a Business Partner?
3 mins
Personal Finance Template
107 KB
Pricing & Payment Terms
Video Coming Soon!

Included with your course is 2 live Q&As per month.

Twice a month I'll host a live Q&A on Zoom to answer any questions you have about the course material.