What You'll Learn

Section 1 (SKMN Home Edition)

MODULE 1: Understanding Your Credit - Helping you to understand your credit score and what impacts it. How and when you should start building your credit and even ways to start repairing. Breaking down the basics so you can increase your score gives you more financial freedom and opportunities.

MODULE 2: Budgeting Simplified - Helping you understand your numbers within your personal finances. Setting budgets, understanding liquidity, and assessing cash flow for fluidity create the freedom that works for your life. Showing different methods to budget so you can pick a workflow and approach that will work for you.

MODULE 3: Advanced Home Accounting - How to run your home finances like a business, because there are many similarities. Using Quickbooks Online shows you how to set up a personal chart of accounts, link accounts for automation, and quickly run reports to make more informed financial choices.

BONUS MODULE 4: Getting Out Of Debt ($49.99 Value) - Worksheet to get organized and video to show you how to use the download.
An online training course that includes videos breaking down concepts and showing you exactly how to. It is a self-paced course that you will have 6 months to complete, which should take you about 3 hours to complete.

Each module has a course workbook and worksheets. Sharing with you financial terms and concepts and giving you a system to organize your finances and be better at budgeting. 

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. 

BONUS Template Breakdown ($249 Value)

1. Start-Up Cost - Helping you to know the beginning expenses with a new company or project and looking at both income and expenses and how to account for the startup. 

2. Pro Forma Cash Flow - Building projections for your business and estimating Cash Flow. Here we look at beginning cash, estimated income and sales forecast, and estimated operating expenses. This is a template for a 12-month budget.

3. Cost Benefit Analysis - A template to help you weigh different decisions against each other. Looking at the overall cost over a period of time and accessing the financial difference. In addition, look at the other pros and cons of each decision so that you are deciding with a holistic approach taking into account the financial impact and the other opportunity costs to your brand.

4. Balance Sheet - A balance sheet looks at the Assets, Liabilities, and Equity. A balance sheet gives a snapshot of a company's business value. A template to build out a balance sheet as well as a projected balance sheet once you know your pro forma cash flow budget.

5. Marketing Budget - Calculated growth through numbers. This template is for a product-based company, service-based company, or even a company that has a mix of the two. Allocating a perspective of sales to have a positive ROI and a marketing budget broken down by month through data. If you are looking to grow and want a marketing budget and not sure how to build one, this is template gives you the ability to plug in your inventory or number of desired services.

Templates are just that, a template giving you a starting point that can save you time, money, and headache. Understanding these financial documents can make you a better CEO and Business Professional just by knowing your numbers and data all the time. If you don't have any of these financial documents in place, you should.