IT and Business Insights for SMB Solution Providers

5-week class - Financial Processes for the IT Services Firm – Starts October 19th

Financial Processes for the IT Services Firm – 5W07

Taught By: Rayanne Buchianico

Five Tuesdays

October 19 - November 16 - Register Now

All classes start a 9:00 AM Pacific

You're guaranteed to learn something that will make or save you the price of admission!

There are few things more important than the finances of your business. But most technology consultants didn't get into business to run balance sheets or figure out cash flow.

This class provides unique content from a unique teacher! Rayanne is a managed service provider from Tampa, FL. She is also an accountant and an Intuit certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.

Topics for this class include:

  • Learn to read and understand your Balance Sheet and P&L Statements
  • Create a chart of accounts that makes sense for your business
  • Separating out information on the P&L for management decisions
  • Entities and tax considerations - understanding how your entity is taxed. Handout is a tax projection worksheet for this year's taxes
  • Cash flow forecasting - Handout is a cash flow projection spreadsheet to forecast revenues and expenses
  • Understanding margins and ratios - Deep dive into the P&L and Balance Sheet to understand how the numbers work together to make decisions. Handout is a worksheet on calculating and understanding the ratios & margins.
  • Use margins to price your services for profit
  • Calculate billing and burden rates
  • Action plans for success

. . . and More!

Week One: Introduction to Your Company’s Finances

Week Two: Cash Flow Forecasting

Week Three: Margins, Ratios, KPIs, and Breakeven points

Week Four: Jobs, Budgeting, and Internal Controls

Week Five: Planning for Taxes

-- -- --

Delivered by Rayanne Buchianico, Financial Coach and QuickBooks Advisor. Rayanne has been an MSP - managed service provider - for many years and advises MSPs on how to get the most out of their QuickBooks and PSA integrations.

Includes five weeks of webinar classes with related handouts, assignments, and "office hours" with the instructor.

Each class is 50-60 minutes, although we often take extra time for questions.

This course is intended for business owners and managers. It is particularly useful for the Owner or Operations Manager.

Only $299.00 

Register: Financial Processes for the I.T. Services Firm


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About the Author

Karl W. Palachuk, is a technology consultant, author, speaker, trainer, and coach. He is the author of fifteen books. He has built several successful businesses, including two managed services companies. His books include Managed Services in a Month and The Network Documentation Workbook. Karl is a frequent trainer and speaker in the SMB Community. His popular blog can be found at SmallBizThoughts.com. He has more than twenty years experience as an I.T. professional and serves on advisory panels for several hardware and software companies.

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