Finance For Agencies by Anthony Tumbiolo

Buy for 4 payments of $275

What's included?

37 videos 13 files 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.