Finance For Agencies

Ready to make your agency profitable? 

What's included?

Video Icon 37 videos File Icon 13 files Text Icon 10 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!
Have questions or want to work with me 1-1?
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1-1 Consulting

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.