12 Weeks to Financial Mastery:
Are you:
Crushing it managing and owning your own Business!
Struggling or just flat out avoiding the Financial side of your business!
Ready to manage and understand your financials yourself so you DON’T need to hire a bookkeeper?
I Get It!!
Believe it or not, most business owners and CEO’s are not born numbers gurus! It is something that is slowly learnt over many years of working with qualified professionals!
However, that doesn’t make it easy for us entrepreneurs, who:
- Know Business Financials are critical for success!
- Want to learn the concepts our self!
- Want to be able to choose a qualified bookkeeper or accountant
"Accounting is the Language of Business" - Warren Buffet
Understanding, managing and reacting to our business financials is an essential component of any business. Our businesses exist for a purpose, we want to deliver a solution and serve our customers. Ask any professional or successful business owner – financial understanding – is key to achieving your business goals.
My name is Anthea, and I am passionate about helping entrepreneurs understand and manage their own businesses’ financials! As a qualified CPA, i have over 8 years’ experience providing financial insights, accounting, and bookkeeping to CEOs and business owners.
And Guess what? You do not need to outsource bookkeeping! In a few weeks you could learn everything you need to know to run your own business financial health check!
I don’t know if I’d be half as successful without Anthea
After starting my own business, I realised that I was ALWAYS behind on my paperwork and bookkeeping. It just kept piling up! Then I found Clear Margin Consulting; and now I have the systems in place so that I can get back to what truly matters! Thank you!
-- Adam White, The Busy Bees
Anthea’s guidance has been invaluable in understanding my business
Anthea’s guidance has been invaluable! I run a mostly cash business, but I never really knew if the money coming in was actually greater than my expenses. After I started working with Anthea, I am no longer stressed as I understand how to check the financial health of my business and can see the month to month changes. I could not be happier!
-- Cheryl Soong, A1 Lawn and Garden Solutions
What will we Cover?
- Week 1: Accounting System Review & Set-up
- Week 2: Process Review & Automation
- Week 3: Import & Categorize Transactions
- Week 4: Set-up & Account Reconciliations
- Week 5: Profitability Analysis
- Week 6: KPI Creation
- Week 7: Budgeting – Part 1
- Week 8: Budgeting – Part 2
- Week 9: Forecasting
- Week 10: Cash Flow Management
- Week 11: Training & Handover
- Week 12: Training & Handover (Continued)
How do we work Cover?
Bookkeeping & Accounting for your business can be difficult to set up and learn! But you already know this! Because you have likely already tried!
Once the set-up is done management can be very simple!
That is why we are in this together!
I will:
- Review your current financials
- Make corrections as necessary & introduce efficiencies that are specific to your business requirements
- Hand the reigns back to you with thorough comprehensive training & ongoing support!
In 12 weeks, you will...
Confidentially be able to manage all aspects of your own business financials
Look forward to completing your own business review and even to paying your yearly taxes!
When you are ready you will be able to choose a bookkeeper and accountant that you know will be able to do what is required for your business!