MODULE 1: INTRO - START KNOWING MY NUMBERS
This will be an introduction to get you started and prepare you for what is to come. There will be 8 modules in total, and every lesson will have a video and a PDF workbook with slides to follow along and take notes.
MODULE 2: SETTING UP YOUR BOOKS
Module 2 covers showing you how to set up your books using Quickbooks Online. You can choose any platform for organizing your books for your company, but this is what works best for me. You will learn how using Quickbooks Online can automate a system to know your numbers at all times, saving you time, money, and headache. While also giving you the knowledge to know the financial inter-workings of your company to make decisions based off data.
MODULE 3: NEW COMPANY - HOW TO CREATE BUDGETS
In Module 3, we'll be going over how to build budgets if you are a new company by using Excel documents and PDF sheets. If you are a seasoned company, I recommend you still watch this module because you probably should be treating your business as if it were new.
MODULE 4: ESTABLISHED COMPANY - HOW TO CREATE BUDGETS
You're an established company if you've been around for 30 days, 6 months, or even 5 years. No matter how long you've been around, you now have historical data. This module will show you how you can use your own data to build out a budget sheet! If you are a new company, you still need to watch this so when you do have data, you'll know how to properly budget.
MODULE 5: MARKETING BUDGETS
If you want to grow from an advertising perspective, I'll help you dial in and show you how to create a marketing budget using a business financial template! This template and module are vital for your company to grow and give you the knowledge to know when it is time to pivot.
MODULE 6: CALCULATED GROWTH THROUGH RESOURCES
In order to make decisions, you have to know your numbers ALL THE TIME! This module will explain and show you how to have calculated growth through different resources. So, at any given time you know your costs, your expenses, and you know why you are making that profit from a data perspective.
MODULE 7: NOT ENOUGH PROFIT
We must know our income and our expenses in order to gain a profit. In this Module 7, I'll be going over how to use your Proforma, so you'll know when it is time to make a change to continue to keep stepping forward.
BONUS MODULE 8: HOW DATA DRIVES YOUR BUSINESS & ROUTINE ($249 Value)
In this module, I'll be going over how data drives your business and routines. It is SO important that we know our numbers at ALL TIMES in order to make the proper decisions for our company.
*System used for example purposes is Quickbooks Online. You can choose any platform for organizing your books for your company. Kristy and STARTbrands is in no way affiliated with Quickbooks and has no affiliation or financial gain from recommending.