For Smaller Agencies

For Agency Owners, Financial Managers and Bookkeepers

Dates & Details

September 26, 2024
11:00 AM - 4:00 PM Eastern Time

Virtual Training: Includes live presentation, discussion, and  Q&A

This session is part of our certified training series


Members: $389 per attendee
Non-Members: $489 per attendee


Unlock your agency’s potential with the right financial management strategies! This session will guide you through the latest techniques to survive and thrive in 2024 and beyond. Join us as we discuss how to bolster your agency's financial outlook and performance. Discover how to optimize your P&L statement, supercharge time billings, recapture lost hours, enhance monthly reports, boost cash flow, and more. We'll also dedicate time to address your specific questions about agency financial management. Don't miss out - register today!


  • Factors affecting the financial performance of agencies
  • The key to profits is efficiency and effective operations
  • Understanding the difference between management and financial reporting
  • Setting hourly billing rates appropriate for the times
  • Tracking estimates: Don’t let profits slip through your fingers
  • How to fully use your accounting system, no matter what program you use
  • Structuring your agency’s P&L statement to monitor your forward progress
  • Financial analysis: Key numbers to snapshot each day, week, month, and quarter
  • Timesheets... why tracking is vital to profitability
  • Creating a 1-3-6-month budget for planning purposes
  • The most important financial metrics to watch now

This session will also include plenty of time for group discussion and Q&A. Come ready to interact, share and learn!

This session is part of our certified training series.