Topics

Structured Courses

Financing the Closely Held Business - Business Focused

  • The Closely Held Business
  • Effective Use of Financial Statements
  • Financial Plan and Cash Budget
  • Strategies for Growth
  • Cost Volume Profit Relationships
  • Evaluating the Business

Virtual CFO Series - Accounting and Operation Focused

  • The Accounting Environment
  • Balance Sheet
  • Statement of Cash Flow
  • Time Value of Money
  • Income Statement and Revenue Recognition
  • Fixed Assets, Depreciation, and Intangible Assets
  • Liabilities: Current and Long Term
  • Working Capital Cycle
  • Inventory Valuation
  • Sources and Uses

Formats

Live Seminars

  • Best overall way to learn – in person trainer with full attention on the audience
  • Characteristic interactive training style
  • Charismatic, enthusiastic and fun
  • Partner oriented approach
  • Hands on practical application
  • Custom training materials for your class
  • Case studies to enhance the concepts
  • Real life consulting stories of theory in action
  • CLICK HERE FOR SEMINARS IN YOUR AREA
  • $299 includes materials and lunch both days

Finagraph Academy - Online Learning Platform

  • Don’t lose your investment after a live seminar, enhance your material with our online social education platform
  • Great if you don’t have time to attend a seminar but still want access to our content and signature style of delivery
  • Join groups with other small business owners
  • Interact with classmates in a Facebook like environment
  • Access to videos, articles, real life missions
  • Online coaching from our staff
  • Live monthly webinars Included in package
  • Finagraph – Financial Analysis Software Included
  • $499 per year

Custom

FINAGRAPH - FREE FOR BUSINESS OWNERS

  • Automated financial analysis of your clients businesses overall financial health
  • Instantly gather financial information from their accounting system – No typing
  • Expert feedback on the key areas of your clients business
  • Guidance on how to improve or what to do next
  • Compare your clients company to others in the same industry
  • Full cloud document storage system to attach any notes, tax returns, photos, anything to help you keep track of your clients better

MARQ SCORE - FREE, GET YOURS NOW

  • Instant credit score provided by Moody’s Analytics
  • Know how your company is looked at by lenders making credit decisions
  • Get instant advice on how to improve your credit score
  • Develop an action plan and track your progress to improve your score
  • Make a loan inquiry to a lender

FINANCIAL MANAGEMENT - A Business Owners Guide

  • Our proprietary textbook used as the foundation for our small business owner training programs. 
    • If you don’t have time to attend a seminar or subscribe to our online resources, this book is for you
  • Here is a sample of some of the chapter topics:
    • Financial Statement Analysis
    • Capital Budgeting
    • Valuation Analysis
    • How to Deal with your Banker
    • Succession Planning
    • MORE
    • PICTURE OF BOOK

SMALL BUSINESS CONSULTING

  • Certain situations in your business may require a little help.  Out team of experts work with small businesses across the country to help them with project like:
    • Valuing or improving the value of their business
    • Preparing a company for sale
    • Financial cause and effect analysis
    • Debt structure and loan application preparation
    • Sales and marketing guidance
    • Gross profit analysis
  • Have one of our experts help in any situation you encounter in your small business


Empower your relationships with Finagraph Academy.

Contact us to start learning now.