Team Training & Workshops
Finance Team Training & Workshops
You can attend one of training workshops or we can deliver a tailored team training session exclusively for your business.
  • Educating your team in how the finances of a business work is one of the most powerful things your company can do to connect your team's work with why you're in business

  • When team members understand how your business can afford to pay their wages, how you stay in business and what numbers need to be achieved to keep your company healthy and profitable, they are no longer just employees, they are team members, understanding finances provides genuine clarity

  • As your business grows, you'll need your team to become leaders and think like entrepreneurs, having a clear understanding and grasp of business financials is mandatory for your future company leaders 

Why is it important to train your team in Finance and what are the benefits for your business?

Full-Day Team Training Workshop

'Finance Fundamentals'
Tickets & Investment
  • Full-Day Workshop
    • $995 includes 1 x Ticket for each Owner in the Business
    • $1,995 includes up to 5 x Tickets in total for your business
  • Full-Day Team Training delivered exclusively for your business
    • $3,495 Travel may be additional, dependent upon Location
Upcoming Dates
  • Full Day Workshop 
    • No Dates Currently Set
Summary, Content and Overview
The focus of our 'finance fundamentals' Team Training Workshop is on the Ninth Key of the '10 Keys to a Profitable Business' Finance. 
First and foremost, we are not Accountants or Financial Planners and we do not give any kind of professional financial advice in this workshop. This workshop is designed to discuss what we call 'Customary Business Practices' within Finance, the best practices we've seen over year's of working with companies, why they're important and how they can benefit your company. The more your entire team understand about Finance, the more they will think like business owners and entepreneurs, which can only benefit your business and your team.
  • Typical Event Content and Outline:
    • Annual Profit & Loss Budgeting and Monthly and Year to Date Tracking and Analysis
    • Break Even and Capacity Estimations
    • Clarity around your Profit & Loss, COGS, Gross Margins, Fixed Expenses and Net Profit
    • Balance Sheet Basics
    • AP & AR, management of
    • Cashflow Forecasting as opposed to simple current Cashflow snapshot
    • Cah Gap Explanation, Analysis and Management of
    • The role Capital plays in your business and the three ways to source it: Debt, Equity and Retained Earnings or Profits
    • Setting your Profit Targets for your future goals, the ptifalls of Business Growth for Cashflow and Capital and having clarity around your own 'Investing for Wealth' Strategy for the future
    • The importance of finding a great Accountant, Bookkeeper and having a strategy for your Financial future
    • Group Environment with interaction throughout the event with like minded Business Owners and Teams if attending a workshop
    • Q&A Sessions throughout the event with coaches and other clients and businesses if attending a workshop
    • All required tools provided to every attendee if attending a workshop
    • Lunch, Snacks and Refreshements if attending a workshop