Journey to the Summit > 2. Financial Management

Financial Management

This segment of the Summit Group workshops focuses on planning and managing your financial resources to achieve your goals.

You must have a budget and an understanding of: how you will meet your revenue goals, your overhead, gross profit, labor rates, and systems that will help you keep track of your business. We cover the following areas:

• Pricing strategy
• Revenue cookbook
• Revenue, expense and cash flow budget
• Monthly financial reports
• Financial modeling - revenue supporting new staff
• Job costing
• Benchmarking
• Customer contract
• Accounts receivable process

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