Financial Processes for the I.T. Services Firm
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.
- $399
- Live class starts: Oct 15, 2024
- Course Code: 5W07
Description
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 2019 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!
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.
Additional information
Core Pathway | Front Office |
---|---|
Elective Pathway | Management |
Topic | Automation, Entrepreneurship, Financial Processes, Management, Office Admin, Organize Your Business, QuickBooks, Selling an MSP, SOPs, Sustainable Growth, Tools (PSA, RMM, etc.) |

Rayanne Buchianico
Accountant & MSP Business ConsultantRayanne is a managed service provider and 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.
See full profile →Be the first to review “Financial Processes for the I.T. Services Firm” Cancel reply
You must be logged in to post a review.
Login
Don't have an account? Sign Up

- Live, interactive classes
- 5 Consecutive Tuesdays
- Starts: Oct 15, 2024
- Ends: Nov 12, 2024
- 9am Pacific - 50 minutes
- Handouts & Resources
- Full Lifetime Access
Specialist Certification Pathways
Meets Core requirement:
Meets Elective requirement:
This class will be recorded. Each unit is generally posted within 24 hours of the live class. These recorded units will become the On-Demand class and you’ll have lifetime access to it.
Course Outline
Module 1 | Class Introduction | |
---|---|---|
Unit 1 | Introduction - Preview | |
Unit 2 | Live Class Information | |
Module 2 | Class Content | |
Unit 1 | Introduction to Your Company’s Finances | |
Unit 2 | Cash Flow Forecasting | |
Unit 3 | Margins, Ratios, KPIs, and Breakeven points | |
Unit 4 | Jobs, Budgeting, and Internal Controls | |
Unit 5 | Planning for Taxes | |
Unit 6 | Extra Bonus Session | |
Unit 7 | Next Steps . . . |
Want to take this class for free?
Become a member of the Small Biz Thoughts Technology Community for resources, education and community for IT Professionals.
The free classes at ITSPU are just an added perk ;)
Reviews
There are no reviews yet.