This advanced session explains the essential tools and techniques of financial management for a business owner, including budget creation and monitoring, cash management, product/division/customer analysis, planning/forecasting, and trend analysis.

Learning Objectives:

  • To use financial management tools to evaluate a business and make informed financial decisions.

Key FAQs:

  • What’s financial management?
  • What tools can help operate my business?
  • How do I determine if a product is profitable?
  • What’s my most profitable product?
  • Who are my most profitable customers?
  • Why do I need a budget?
  • How do I create and use a budget?
  • What reports do I need?
  • How do I tell where my business is heading?

Presented by: 

Mali Fonseka, CPA

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