Your CFO On The Go

To be continued next week. 💭 Join us at the Moss Wellness Workspace as we continue our CFO University: QuickBooks Desktop Series! 😍

→ March 7: Vendor Management
→ March 8: Supplier Statement Optimization

Attend one or both sessions to upgrade your QB Desktop knowledge, gain hands-on experience with the ins & outs of the program, and take advantage of Q&A periods. 👏

More details on our website: https://www.yourcfoonthego.com/shop

Time is running out to sign-up for the first two sessions of our CFO University: QuickBooks Desktop Series! ⏰ The cart is closing at 4pm EST TODAY for tomorrow's session.

What are you waiting for? 👀

Whether you drop in for one or two sessions or attend all five, you'll leave the workshop(s) with valuable skills and hands-on experience that will transform your business back-end.

Here's what we're covering:

➡️ February 29: Creating the Foundation
➡️ March 01: Customer Management
➡️ March 07: Vendor Management
➡️ March 08: Supplier Statement Optimization
➡️ March 14: Reconciling of Accounts

DM us to inquire about available discounts for sending multiple people from your team, or purchase your spot directly on our website:

https://www.yourcfoonthego.com/shop

Limited spots available. ✨

See you soon!

It's time to gain confidence in QuickBooks so you can uplevel your business. 😍 Join us this Thursday and Friday for the first two workshops in our CFO University Workshop: QuickBooks Series!

Empower your financial journey with the resources, tools, insights, and hands-on experience you need to navigate QB with ease.

→ February 29: Laying the groundwork for effective financial management & streamlined bookkeeping (Chart of Accounts, Item List, strategic account set-up and more)

→ March 01: Customer management (handling sales and incoming funds, managing the flow of money, recording customer sales, managing undeposited funds and more)

Remember: you (or your team members) can drop-in 1 or 2 days based on the workshops you need most, or you can grab a 5-day all access pass for comprehensive support. 🙌

Don't hesitate to reach out with questions! More info is available on our website: https://www.yourcfoonthego.com/shop

6 reasons to attend our upcoming CFO University Series on QuickBooks Desktop (SWIPE). 👏

Attend for 1 day, or purchase a 2-day or 5-day all access pack based on your level of experience and business needs. 🥂

DM us to inquire about the discounts available for sending multiple people from your team, or purchase your spot directly on our website. Limited spots available.

See you soon!

Will I see you next week? 🥂 The second round of QuickBooks University is coming up quickly and I don't want you to miss out!

Whether you join us for one session or all five days of workshops, you'll leave with both the confidence and practical knowledge you need to upgrade your business.

View the full workshop schedule and save your spot on our website. 💻

https://www.yourcfoonthego.com/shop

Note: discounts are available for businesses who wish to send multiple employees. Send me a DM for more details. 👀

Coming up next week! Join us to start our deep dive into QuickBooks Desktop. ⤵️

On day one we're working with you to create the foundation for effective financial management, and on day two we're supporting you in learning the ins and outs of handling customers and sales.

These small group sessions will give you hands-on experience with practical exercises, live troubleshooting, networking, and Q&A periods.

Attend one or both sessions, or grab our full access pass to attend sessions the following two weeks as well. 👏 More details on our website: https://www.yourcfoonthego.com/shop

It's time to transform your financial and operational capabilities. 🚀 After attending our workshop series you'll:

→ Think more clearly
→ Feel more confident and empowered in your QuickBooks Desktop navigation and decision-making, and
→ Manage your financial tasks and responsibilities with more ease

Attend one or two sessions based on where you need the most support, or grab the all access pack and join us for all 5 days of workshops! 👏

Regardless you'll leave with hands-on experience, practical knowledge, and comprehensive tools to help you excel in using QuickBooks Desktop to optimize the way your business operates.

DM us or visit our website for more details.

It's been on my vision board to release QuickBooks workshops and coaching programs since I started Your CFO On The Go in 2020. ✨

That's why I'm so excited to introduce the second round of CFO University: QuickBooks Desktop Series.

We're diving deep into QuickBooks -- laying the groundwork for effective financial management.

From understanding the Chart of Accounts, to setting up your accounts strategically, to customer and vendor management, to supplier statement optimization and the reconciliation of accounts, you'll gain confidence using QB and will transform the way you manage your back office.

These small group sessions give you the opportunity to learn directly with our CFO Team experts, allowing you the chance to ask questions, execute hands-on practice, and network with other peers. 👏

Join for 1, 2, or all 5 days of sessions to elevate your skills. Limited spots available. More details on our website: https://www.yourcfoonthego.com/shop 🥂

Dive deep into QuickBooks Desktop with our upcoming CFO University Workshop Series! With expert insights and practical QuickBooks tips, this series is your roadmap to financial success and optimization in your business.

Attend for:

➡️ Hands-on-practice
➡️ Expert guidance
➡️ Networking opportunities
➡️ Resource access
➡️ Personalized support
➡️ Confidence boost

Workshop overview:

➡️ February 29: Creating the Foundation
➡️ March 01: Customer Management
➡️ March 07: Vendor Management
➡️ March 08: Supplier Statement Optimization
➡️ March 14: Reconciling of Accounts

Ready to elevate your financial skills? Secure your spot now to streamline your processes and transform the way you manage your back office.

Options available to attend for all 5 days, or to drop-in for 1 or 2 days. 👏 Click the link in our bio for more details.

*Limited spots available.

Here are 5 essential things to focus on in your business for greater success and scalability. 👀

→ Finances: the flow of money in & out of your company. Where are you making the most income? Where are potential leaks? What does cash flow month-to-month look like?

→ Operations: the efficiency and effectiveness of your processes and procedures. Where could things be optimized? What SOPs would help streamline your output? Are there bottlenecks or inefficiencies that need to be addressed?

→ Supplier relations: how can you create stronger partnerships and communication with business partners and vendors? Strong partnerships lead to more reliable deliveries and often better pricing.

→ Marketing: promotion tactics and loyalty programs can help support growth. How can you bring more business in to increase profit?

→ Employee engagement: invest in staff training, communication, and well-being. Ensuring your employees are happy and listened to will boost productivity and lead to more open exchange of ideas.

Which one of these needs your attention most in your business right now? Take an internal audit and make a plan to move forward. 👏

We're officially nearing the end of the year which means it's a great time to reset and realign in your business. ✨ Here's a quick checklist you can follow to see where things are flowing well in your business and where you might need to make shifts in order to hit your 2023 goals.

A customer-centric approach is key to a successful business. 🔑 If you want loyal customers, you need to ensure they're at the core of your business model and not forgotten as you look to scale and grow.

→ Listen to their feedback.
→ Adapt to their needs.
→ Offer exceptional service.

Regular meetings with your customer-facing employees can help you to get clear on your customer's desires, frustrations, and needs. 👏