Dates & Details

Date TBA
10:00 AM - 5:00 PM
Virtual Training

Limited to 20 participants

There will be a 1 hour lunch break.

For Agency Owners, Financial Managers,
and Bookkeepers

There's no doubt recent months have been difficult for us all. Dealing with a global crisis and the effects on a small business is challenging and frightening. The good news is, many agencies are doing well, and while things are still uncertain, they are fighting hard to maintain client relationships, win new business and make the best of a trying time.

No one knows what the coming months may bring. However, with the right planning and strategies, you can not only survive but thrive. Join us for a 1-day workshop that will outline successful strategies for strengthening your agency's financial outlook in 2020 and beyond. Plus, we'll reserve time to address your specific questions about successful financial management during these uncertain times.


  • Understanding the difference between management and financial reporting
  • The most important financial metrics to watch now
  • Factors affecting profitable estimating for cost conscious clients
  • Setting hourly billing rates appropriate for the times
  • Tracking estimates: Don't let profits slip through your fingers
  • The key to profits is still efficiency especially through the use of resourcing tools
  • How to use your accounting system to the fulllest no matter what program you use
  • How to structure your agency’s P&L statement to keep an eye on how things are progressing
  • Financial analysis: Key numbers should you snapshot each day, week, month and quarter
  • Timesheets... why tracking is vital to profitablity
  • Creating a 1-3-6 month budget for planning purposes