Introduction to Finance For Agencies
Modified Agency P&L
Part 1: Breaking Down The Equation
Part 2: Applying The Equation
Looking at P&L from a Percentage Standpoint
Part 1: Looking at P&L from a Percentage Standpoint
Part 2: Combining Numbers and Percents into a P&L
Accrual Accounting & Cash Accounting
Accrual vs Cash Accounting & How It Relates to Cashflow
Goal Setting
Basic Goal Setting Template
50.9 KB
Bonus Video: Rules of Thumb
Getting Ready for Forecasting P&L
Part 1: Getting Ready for Forecasting P&L
Part 2: Getting Ready for Forecasting P&L
Forecasting P&L
Projections / Forecasting Template
85.5 KB
Historical P&L
Historical P&L Template
22.6 KB
Advanced Sections
Intro to Advanced Sections
Intro to Scorecards & Leading vs Lagging Indicators
Modified Agency Balance Sheet
Modified Agency Balance Sheet
Modified Agency Balance Sheet Template
5.34 KB
Cash Collection Scorecard
Cash Collection Scorecard
Cash Collection Scorecard Template
5.99 KB
Bank Account Set Up & Management
Bank Account Setup & Management Blog Post
Financing / Debt Management
Alternative Tax Filings
Part 1: Alternative Tax Filings
Part 2: Alternative Tax Filings
Taxes
Part 2: Tax Credits & Deductions
Part 3: When & How to Pay Taxes
Finance & Accounting Roles
Roles in Financial System
Roles in Financial System Cheat Sheet
67.7 KB
Finance & Accounting Tools
Finance & Accounting Tools
List of Finance & Accounting Tools
73.8 KB
Advanced Goal Setting
Prerequisite: Watch all videos prior to "Advanced Sections" module
Advanced Goal Setting Template.xlsx
75 KB
Sales & Marketing Scorecard
Prerequisite: Watch "Advanced Goal Setting" module
Part 1: Sales & Marketing Scorecard
Part 2: Sales & Marketing Scorecard
New Business Scorecard Template.xlsx
18.2 KB
Per Project Profitability & Utilization Reports
Intro to Per Project Profitability & Utilization Reports
Per Project Profitability & Utilization Reports
Per Project Profitability & Utilization.xlsx
8.69 KB
Personal Finance
Intro to Personal Finance
What If I Have a Business Partner?
Personal Finance Template
107 KB
Have questions or want to work with me 1-1?
