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Executive Briefings

Resources for Business Owners

Achieving success in business and fostering a thriving work culture requires strong leadership abilities and a solid grasp of finances. These executive summaries aim to provide you with insights into the essential skills and resources required to effectively manage a thriving organization and to grasp the true essence of purposeful team leadership!

Implement a Numbers-Based Strategy: Strategies to Increase Sales, Profits, and Cash Flow

Finally Understanding Your Numbers

A Fundamentally Sound Financial Reporting System

How to Use KPIs to Increase Profits & Cash Flow

Budgeting: A Financial Road Map to Making Smarter Business Decisions

Strategic Planning: A Strategic Road Map to Making Smarter Business Decisions

Executing a Numbers Based Strategy

Tax Strategies for Tax Efficiency, Reducing Your Income, and Minimizing Your Taxes

Accounting and Financial Advice to Help Grow your Small Business

5 Critical Accounting Mistakes Small Business Owners Make When Managing the Financial and Accounting Area of Their Business

Leadership Conversations: A Leadership Guide for Leaders

Leadership Conversations

Communication Skills

Tools to Lead Your Team to Hit Their Numbers

The Sales Conversation

Customer Service Conversations

The Hiring Conversation

Self Mastery: Creating Progress and Shifting Results

7 Steps to Turn-Key Cash Flow Systems: Systems to Increase Sales, Profits, and Cash Flow​

Financial Skills, Guidance, & Decision Making

Finally Understanding Your Numbers: Financial and Accounting Tools to Take Your Small Business to the Next Level

Executing a Numbers Based Strategy

Budgeting: A Financial Road Map to Making Smarter Business Decisions

YouTube Channel

Key Performance Indicators to Increase Profits & Cash Flow

Building Financial Wealth

Business Planning & Goal Setting​

Strategic Planning: A Strategic Road Map to Making Smarter Business Decisions

Success Planner

Taxes​

Tax Strategies for Tax Efficiency, Reducing Your Income, and Minimizing Your Taxes

Do I Need to Make Quarterly Estimated Tax Payments?

Tax Essentials

Estimated Tax Payments; Do I Need to Make Them, When and How?

7 Tax Strategies Blueprint

As a Business Owner, How Do I Pay Myself?

Do You Pay Taxes When You Take an Income Distribution?

The Value of Being an S Corporation

Tax Planning: Section 179 Expense

Cultivating an Audit Trail for Business Deductions

Bookkeeping & Accounting​

Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together

A Fundamentally Sound Financial Reporting System

Ensuring a Solid Reporting System

What Are My Responsibilities as an Internal Bookkeeper?

Communicating the Numbers to the Owner

Building Your Accounting Team

3 Tips to Successful Onboarding With Your Accountant

Operating Cash Flow Systems

Maximizing Your Return on Investment With Your Accountant

Audit Trail

5 Critical Accounting Mistakes Small Business Owners Make When Managing the Financial and Accounting Area of Their Business

Cultivating an Audit Trail for Business Deductions

Business Skills and Tools​

EWH University for Small Business Show on 1130 WISN Radio

Recommended Reading for Business Owners & Leaders

Creating a Supportive Environment

All Available Courses

8 Skills Assessment

Contact Us – old

Finally Understanding Your Numbers: Financial and Accounting Tools to Take Your Small Business to the Next Level

Executing a Numbers Based Strategy

Budgeting: A Financial Road Map to Making Smarter Business Decisions

YouTube Channel

Key Performance Indicators to Increase Profits & Cash Flow

Building Financial Wealth

Strategic Planning: A Strategic Road Map to Making Smarter Business Decisions

Success Planner

Tax Strategies for Tax Efficiency, Reducing Your Income, and Minimizing Your Taxes

Do I Need to Make Quarterly Estimated Tax Payments?

Tax Essentials

Estimated Tax Payments; Do I Need to Make Them, When and How?

7 Tax Strategies Blueprint

As a Business Owner, How Do I Pay Myself?

Do You Pay Taxes When You Take an Income Distribution?

The Value of Being an S Corporation

Tax Planning: Section 179 Expense

Cultivating an Audit Trail for Business Deductions

Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together

A Fundamentally Sound Financial Reporting System

Ensuring a Solid Reporting System

What Are My Responsibilities as an Internal Bookkeeper?

Communicating the Numbers to the Owner

Building Your Accounting Team

3 Tips to Successful Onboarding With Your Accountant

Operating Cash Flow Systems

Maximizing Your Return on Investment With Your Accountant

5 Critical Accounting Mistakes Small Business Owners Make When Managing the Financial and Accounting Area of Their Business

Cultivating an Audit Trail for Business Deductions

Strategic Planning: A Strategic Road Map to Making Smarter Business Decisions

Success Planner

7 Steps to Turn Key Cash Flow Systems: Systems to Increase Sales, Profits, and Cash Flow

Financial Skills, Guidance & Decision Making

Finally Understanding Your Numbers: Financial and Accounting Tools to Take Your Small Business to the Next Level

Executing a Numbers Based Strategy

Budgeting: A Financial Road Map to Making Smarter Business Decisions

YouTube Channel

Key Performance Indicators to Increase Profits & Cash Flow

Building Financial Wealth

Business Planning & Goal Setting

Strategic Planning: A Strategic Road Map to Making Smarter Business Decisions

Success Planner

Taxes

Tax Strategies for Tax Efficiency, Reducing Your Income, and Minimizing Your Taxes

Do I Need to Make Quarterly Estimated Tax Payments?

Tax Essentials

Estimated Tax Payments; Do I Need to Make Them, When and How?

7 Tax Strategies Blueprint

As a Business Owner, How Do I Pay Myself?

Do You Pay Taxes When You Take an Income Distribution?

The Value of Being an S Corporation

Tax Planning: Section 179 Expense

Cultivating an Audit Trail for Business Deductions

Bookkeeping & Accounting

Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together

A Fundamentally Sound Financial Reporting System

Ensuring a Solid Reporting System

What Are My Responsibilities as an Internal Bookkeeper?

Communicating the Numbers to the Owner

Building Your Accounting Team

3 Tips to Successful Onboarding With Your Accountant

Operating Cash Flow Systems

Maximizing Your Return on Investment With Your Accountant

Audit Trail

5 Critical Accounting Mistakes Small Business Owners Make When Managing the Financial and Accounting Area of Their Business

Cultivating an Audit Trail for Business Deductions

Business Skills and Tools

EWH University for Small Business Show on 1130 WISN Radio

Recommended Reading for Business Owners & Leaders

Creating a Supportive Environment

All Available Courses

8 Skills Assessment

Contact Us – old

Leadership Conversations: A Leadership Guide for Leaders

Leadership Conversations

Communication Skills

Tools to Lead Your Team to Hit Their Numbers

The Sales Conversation

Customer Service Conversations

The Hiring Conversation

Self Mastery: Creating Progress and Shifting Results

Implement a Numbers-Based Strategy: Strategies to Increase Sales, Profits, and Cash Flow

Finally Understanding Your Numbers

A Fundamentally Sound Financial Reporting System

How to Use KPIs to Increase Profits & Cash Flow

Budgeting: A Financial Road Map to Making Smarter Business Decisions

Strategic Planning: A Strategic Road Map to Making Smarter Business Decisions

Executing a Numbers Based Strategy

Tax Strategies for Tax Efficiency, Reducing Your Income, and Minimizing Your Taxes

Accounting and Financial Advice to Help Grow your Small Business

5 Critical Accounting Mistakes Small Business Owners Make When Managing the Financial and Accounting Area of Their Business

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