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Fundamentals of Financials Workshop

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EWH Small Business Accounting S.C.

20670 Watertown Road

Waukesha, WI 53186

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Join Us for an Upcoming Fundamentals of Financials Workshop

Whether you are just getting started, understand the basics, or just want to hone your financial management practices in your business, this class is for you! Our split day format allows you to choose what fits your needs – and your schedule – the best!

Sign up for one or both sessions!


Morning Workshop – Cash Flow Fundamentals

In this four hour session, we will focus on managing cash in your business, covering:

  • Business Cash Flow A to Z
  • A review of your financial statements: Balance Sheet, P & L, Cash Flow Statement
  • Understand how statements work together, what to look for and knowing your financial position
  • How estimated tax payments impact cash flow
  • All 3 statements on one easy-to-read page
  • Your most important scorecard: The Cash Flow Statement
  • The 3 main drivers of cash flow
  • How to utilize a 6-week cash flow forecast


Afternoon Workshop – Profitability Fundamentals

In this four hour session, we will discuss profitability in your business, exploring:

  • An in-depth look at your Income Statement: The importance of knowing your percentages
  • Your Cost of Goods Sold and Gross Profit Margin %
  • How to determine your break-even point
  • Understanding how your break-even point changes after budgeting for profitability, loan payments & purchases
  • Four strategies for increasing sales
  • Creating and focusing on Key Performance Indicators (KPI’s)
  • 10 ways to increase sales, profit, and cash flow
  • Testing the “What If” theory with your numbers and how small shifts make a big difference
Cost: $149/session or $249 for the entire day, lunch included! FREE for EWH Clients.
Please also note these sessions will be filmed.
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Date and Time

Location

EWH Small Business Accounting S.C.

20670 Watertown Road

Waukesha, WI 53186

View Map

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