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Financial Foundation – Session 1

Hosted by: Denise MacDonald and Steve Fisher

We all know that the Annual Profit and Loss (P & L) Statement is useful for reporting taxable income for the government. But does it give us enough information to manage a business effectively? Adjusting financial reporting processes can optimize a business.

In this session, we explore:

adding detail to a profit and loss statement for better business management overall
increasing frequency of financial reporting for access to relevant, up-to-date information throughout the year

Seminar 1 Powerpoint

Seminar 1 Spreadsheet

Watch Session 2

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I really enjoyed this series; it's very obvious that the instructor knows what he is talking about, and he explains everything in a way that is easy to understand. There is a lot of information, but it is delivered in a manner that makes it easy to absorb and apply.

I really appreciated how concisely the subject was summarized—excellent use of time to provide overall context on the subject.

Thank you so much for making these webinars. I love them. The recordings are very valuable as I can't always make the scheduled 'air time.'

My advisor gave me some great advice about getting my story on my website and into my products.

I learned so much from My Advisor and appreciated the accountability and the homework. It really keeps me on track!

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