So you wanna make money, moolah, scrilla, ca-ching ca-ching?
I have a degree in Accounting from USC and I worked at Deloitte for a few years. I learned the ins and outs of big and small corporations’ finances. I can tell you anything about how a business is really doing by looking at their financial reports. And – I create strategies for people to achieve their financial goals in their businesses.And – I LOVE IT.
I have seen some wonderful wedding pros make huge strides in their businesses when they get serious with their numbers.
These are some things I do for people’s businesses:
- Quickbooks Setup & Training
- Financial Assessment & Review
- Sales Goals (Projections) and Expense Budgets
- Financial Planning & Strategy
- Cash Flow Planning
Email me for a quick chat by phone about how I can help you with your business finances.
HERE ARE SOME THINGS TO GET YOU STARTED
The 2017 Action Plan is a 32-page book that will help you chart out the upcoming year. It includes everything to review 2016 and plan for 2017 in a tight little workbook + 8 templates and downloads.
Calculate how many weddings you need to do to be profitable! (And – how many you have to do to earn a decent living.) An excel template that sets your break-even sales and your targeted sales amounts. This worksheet is a GREAT way to test your pricing. (ARE YOU PRICED sufficiently to achieve financial sustainability?) Numbers auto-calculate (no math!) This compliments the budget (above).
An excel spreadsheet for you to track your leads and referral sources. The spreadsheet calculates the ROI and conversion rate for each referral source so that you can see which ads, bridal shows, and other promotional investments are paying off.
An excel spreadsheet to aid in writing an expense budget (monthly and yearly).
This is our easy-peasy ALL-ACCOUNTING course! We make the ugly stuff easy to understand. Click on the link above for more information.
An excel spreadsheet to help you plan your cash flow over 12 months. Learn how to plan for seasonality and streamline your cash flow.
A budget for calculating start-up expenses.