Module 0: It’s all about Mindset. Success in business is built on your mindset. You need to ensure you have a healthy relationship with money and take extreme ownership of your business and finances. Learn how to adopt a winning mindset for your business.
Module 1: What's Your Business Money Story? Put an end to self-sabotaging money beliefs by understanding how your money story impacts your financial decisions in your business and how you can reframe your story to empower your business success.
Module 2: Future proof your business finances. Learn how to break down your goals into short-term, medium-term, and long-term goals for your business. You will be able to set achievable goals to grow your business.
Module 3: Structure your business finances. Manage your business finances and get organised. Find out how many bank accounts you need to manage your business finances and how you can use those accounts to build your personal finances.
Module 4: Understanding Financial Statements. Learning how to read financial statements is an important financial skill every business owner needs to understand. You will learn what the profit and loss and balance sheet really mean. Say goodbye to "pretending to understand" the financial statements when you're in the presence of your accountant!
Module 5: Let's do the Financial Budget. Understand how the numbers will dictate what you do with your sales team. Understand the drivers that affect your expenses and how expenses impact your profit. By the end of this course, you will end up with a budget that you understand, a budget that makes sense and a budget that you will use every month to guide your business growth.
Module 6: Business Finances drive personal finances. You won't believe the number of financial and tax strategies that you are allowed to use to reduce your business tax and build your personal wealth! Find out how you can adopt the wealthy's strategies and structures and reduce your tax so that you build and protect your family's wealth.
This is not just a feel-good course. It gives you real, practical steps that are easy to implement so you can build your Wealth Blueprint and implement your financial plan.
Learn at your convenience as we do monthly group calls and online homework before we meet to activate the quarterly plan for a day immersion (currently run in Sydney only).
Susan Wahhab is a Financial Strategist, CPA, SMSF Specialist and Tax Agent. Her 25 years of financial and tax skills have helped thousands of her clients become financially secure.