- $399
- On-demand class
- Course Code: 5W19
Position Your IT Firm for Growth or Sale
As your business matures, you want to take control of profits and your financial house. You invested the time to set up your chart of accounts, align income with COGS for easy measuring, and organize your reports and service desk. You have the information you need; this course teaches you how to use it.
Description
“Rayanne’s course on getting a company ready for growth or sale was amazing.” – David Streit, Stephill Associates
As your business matures, you want to take control of profits and your financial house. You invested the time to set up your chart of accounts, align income with COGS for easy measuring, and organize your reports and service desk. You have the information you need; this course teaches you how to use it.
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:
- Create KPIs specific to your company
- Benchmark against your peers
- Detailed cash flow management and measure debt against income
- Measure service-level profits and improve profitability
- Identify red flags in your business, make changes before they become problems
- Prepare your company for growth, sale or merger
- Use margins to price your services for profit
- Income Tax Planning and Projections
- Action plans for success
… And More!
Weekly Agenda
Week One
- Plan
- Organize
- Documentation
Week Two
- Valuation Methods
- Working Capital
- Tracking EBITDA
Week Three
- Build KPIs
- Develop Trends
- Labor Costs
Week Four
- Cash Flow Forecasting
- Debt Reduction
- Controlling Costs
Week Five
- Workshop – Bring is together
Delivered by Rayanne Buchianico, Accounting Professional 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.
This course is intended for business owners and managers. It is particularly useful for the Owner or Operations Manager.
🙂
Additional information
| Elective Pathway | Front Office, Management |
|---|---|
| Topic | Entrepreneurship, Financial Processes, Hiring & Training, Management, Marketing, Office Admin, Organize Your Business, QuickBooks, Sales, Selling an MSP, SOPs, Sustainable Growth |
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.
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“Rayanne’s course on getting a company ready for growth or sale was amazing.” – David Streit, Stephill Associates
As your business matures, you want to take control of profits and your financial house. You invested the time to set up your chart of accounts, align income with COGS for easy measuring, and organize your reports and service desk. You have the information you need; this course teaches you how to use it.
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:
- Create KPIs specific to your company
- Benchmark against your peers
- Detailed cash flow management and measure debt against income
- Measure service-level profits and improve profitability
- Identify red flags in your business, make changes before they become problems
- Prepare your company for growth, sale or merger
- Use margins to price your services for profit
- Income Tax Planning and Projections
- Action plans for success
… And More!
Weekly Agenda
Week One
- Plan
- Organize
- Documentation
Week Two
- Valuation Methods
- Working Capital
- Tracking EBITDA
Week Three
- Build KPIs
- Develop Trends
- Labor Costs
Week Four
- Cash Flow Forecasting
- Debt Reduction
- Controlling Costs
Week Five
- Workshop – Bring is together
Delivered by Rayanne Buchianico, Accounting Professional 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.
This course is intended for business owners and managers. It is particularly useful for the Owner or Operations Manager.
🙂
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 →
If you enroll in an on-demand course, you can attend future live classes at no extra charge.
Course Outline
| Module 1 | Class Introduction |
|---|---|
| Unit 1 | Introduction - Preview |
| Unit 2 | Live Class Information |
| Module 2 | Class Content |
| Unit 1 | Planning, organizing, and documentation |
| Unit 2 | Valuation and Working Capital |
| Unit 3 | Cash Forecasting and Cost Control |
| Unit 4 | Improve Profitability |
| Unit 5 | Workshop - Bring it together |
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