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Profit Warrior 101: Preparing Effective Monthly Sales and Cash Flow Foreca...

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Staples

370 Stone Rd W, N1G 4V9

In-store business centre boardroom

Guelph, ON N1G 4V9

Canada

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Learn the best practices for building practical financial models for your startup or business.

When you own a business--any business--what you don't know can really hurt you. This is why successful business owners estimate their expenses and cash inflows and review their budget on a very regular basis. If you want to take your business seriously you MUST know your numbers! This introductory seminar will have you starting to wrap your head around your finances.

Each participant will receive a simple budgeting template (.xls) and we’ll walk you through how to use it step-by-step, so that you can create and maintain monthly sales and cash flow forecasts for your business. As your business grows, so does your financial risk, so start building good financial habits early and you'll be fine.

What will I learn?
• The importance of knowing your forecasted sales and expense numbers ongoing! How to avoid the unknown, surprises
• The difference among fixed, variable, and discretionary expenses and techniques for estimating your future cash inflows
• Understand the foundations of small business financial planning and create a realistic, manageable sales and financial plan for your business
• How to be proactive and forecast your monthly sales and monthly cash flow using a simple excel template

*Each attendee will receive a cash flow template

Who should attend?
• Entrepreneurs who are thinking of starting their own business and want to increase their chances of success
• Those who have a clear idea of the business they want to start, the products and/or services they want to offer and the customers they plan to serve
• The small business owner that may be struggling with their current business, want to understand how to manage their numbers and/or wish to bring it to a new level
• Startups or small businesses who are struggling with cashflow and need more insight into how to resolve the ongoing issue

Presenter: John Aarssen - Path 2 Wealth www.path2wealth.ca

As a financial planner and the founder of Path2Wealth, John Aarssen empowers people to gain control of their finances and grow their wealth.

With his guidance, clients are empowered to properly manage their finances, grow their wealth with reduced risk, and set themselves on a path to a well-funded retirement.

Located in Guelph, Ontario, Path2Wealth is a boutique financial planning brokerage that delivers a higher investment standard and provides a broad range of insurance solutions for individuals and business owners.

Over the past 13 years, John has helped clients enjoy a worry-free retirement through a diversified portfolio of private and public investment, which provides less volatility, reduces risk and leads to steady growth.

Having built up a family business over 22 years, and putting three girls through university, John has the experience and passion to ensure the protection and growth of your assets, providing peace of mind for your financial future.

Sponsored By: Staples / a2p+ / One King North / Path 2 Wealth

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Date and Time

Location

Staples

370 Stone Rd W, N1G 4V9

In-store business centre boardroom

Guelph, ON N1G 4V9

Canada

View Map

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