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Finance 101 For Entrepreneurs
Getting Clear: Start your journey HERE
How to know when its time to delegate your bookkeeping (1:53)
What is the difference between a Bookkeeper, Accountant, and CPA?
What your CPA is NOT Doing for You
Why Your CPA Might Fire You This Year
Welcome To Finance 101
The Function and Purpose Of Finance 101 (9:02)
Setting Intentions to Serve Your Goals
Lets Get Started!
Accounting Terms For Leading Financial Conversations
Accounting Terms To Know For Entrepreneurs (1:34)
Your Financial Team Structure
Hiring A Financial Team: Who To Hire And How Much To Invest
Internal Controls (3:10)
Choosing The Right Person For Your Needs
Establishing Expectations For Your Bookkeeper/Accountant
Your Role & Expectations (4:10)
Onboarding Your Bookkeeper or Accountant
Setting Up Your Bookkeeper For Success
How to add your Accountant to your QuickBooks Online File (QBO Users Only) (1:56)
How to Read and Understand Your Financial Reports
Financial Reports Overview (1:57)
Understanding Your P&L Report (8:39)
Understanding Your Balance Sheet Report (13:27)
Understanding Your Cash Flow Statement (2:16)
Managerial Reporting vs Accounting Reporting (4:19)
"Drill Down" Each Report (13:16)
Data to Review and Create With Your Bookkeeper
Overview
How To To Obtain Profit Margins (5:45)
Cash Burn Rate (2:13)
Fixed vs Variable Expenses (4:14)
When can I make my next new hire + Return on Investment Calculation (2:46)
Using Financial Data for Operations Planning and Managerial Reporting
How Financial Statements Help your Business Grow (3:33)
How to Use Profit Margins (5:48)
Return on Investment (ROI)
Cash Flow Planning
Financial Projections
Checking Their Work
How to Check Your Bookkeeper's Work (2:12)
Taxes
Understanding Taxes (2:11)
Estimated Taxes (1:17)
Self-Employment Taxes (2:59)
Annual Preparation For Taxes
Questions to ask your CPA
Operations Compliance Planning: Expanding Your Team
Payroll Compliance for Employers
Pricing out jobs
What is the difference between a subcontractor and an employee?
New Hire Onboarding Checklist for Contractors or Employees
Compliance for both Employees and Contractors
Trouble in Paradise
When to seek a second opinion
How can I tell if my bookkeeper is stealing from me?
How To (Lovingly) Fire Your Current Bookkeeper
Thank You & Continuing Your finance Journey
Thank you and continuing your journey
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Choosing The Right Person For Your Needs
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