Managing Business Finances

When the business experts say manage your business finances. Do you know what this means? Do you feel unorganized? Is accounting jargon intimidating to you? Do you just feel overwhelmed? This course is developed to provide a step by step on how to manage business finances. You will receive the steps on how to step up and manage your finance system.

Who is this for?

This course is for founders, small business owners, small business bookkeepers, entrepreneurs, and supporting staff looking to develop their financial knowledge.
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Does this sound familar?

  • Only 1 full time employee doing services and everything pertaining to books.

  • Time is a struggle. It's another responsibility added to my list.

  • It's a challenge understanding financial reports.

  • I struggle with how to organize.

  • I struggle with what rules I should follow.

  • I don't know if my financial data is accurate.

  • My books are all over the place.

  • Wonderful question...I don't know what I don't know.

Take the Step!

This course is about you learning the skills so you can live out your purpose.

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Who is Linda?

Your Accounting Coach

Knowing whether your business or personal finances are healthy is crucial to your overall success and well-being. Linda Diakite Karressy founder of Insight Business Academy makes accounting simple! As a natural teacher, Linda understands how to engage adult learners and hold their attention.
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Sneak Peek

Mini Lesson on KPIs

Here's a taste of what you will learn on Getting Financial Fit. This video is about What is a KPI: 3 Tips to Develop for Small Businesses. Remember accounting is more than sending invoices and paying bills.
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It's Time to Dive Into Education

Brandon Marshall, Former NFL Player, CEO I Am Athlete recently told this story. "I was getting my butt kicked regarding my business. I dove into education. I did e-courses, read e-books. I learned how to understand business language." You may have created your business for your family, community, or out of a passion. You may have wanted financial freedom. You may have wanted to serve. These are reasons to invest in educating yourself on the language of business. Accounting is a big piece of business language.

Move Pass the Finance Shame

Most of us are not taught what is money or what money does. Money is the one thing everyone uses and needs. However, we are shamed to discuss our finances. There should be no shame about our financial situation. We do not need to hide.
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What You Will Gain?

  • Your own playbook to execute the most important accounting tasks

  • A sense of confidence managing your financial data

  • Security knowing your business is following good practices

  • Understanding of where your business stands financially

  • A way to set up your business to weather the ups and downs

  • Financial organization to focus on increasing revenue

  • Checklists and templates for your accounting system

Testimonials

Hear What Others Say

Testimonial

Lush Beyond Beauty

And so far by taking your course I have learned valuable financial information for my business. Thank you for your passion.

Testimonial

Diana Galindo, NCTM, www.dianagalindo.com

Linda is very kind and patient. She explains things in a language that anyone can understand!

Testimonial

Ruby Reed

I find Insight training to be well organized and the trainer to be patient with patrons as they are learning the QuickBooks system. I also find that Linda is very accessible and that she uses various avenues to assist and educate me on QuickBooks. The response and patience is much appreciated. Screen reader support enabled.

Testimonial

Teresa Marti, Business Adviser at Bankable

Linda is an expert on what she does in addition to see and guide businesses on how the pieces fit together. Businesses need to manage money besides the tracking and the taxes and that is Linda’s gift. She is trustworthy. If she does not know the answer she will find them for you. She is a good resource to the businesses.

Testimonial

Mary Cassidy, President of Portions Just Right

As a small business owner whose background is Apparel and not Accounting, I was having a really difficult keeping my books. But then I met Linda Diakite Karressy of Insight Financial Group and she spoke about Accounting, SMB Finance and bookkeeping in a language I could understand. If anyone ever needs guidance in this area, I strongly recommend contacting her. She has great tutorials, webinars & workshops through her Insight Business Academy that will change the way you look at your books.

Course curriculum

  • 1

    Welcome to Getting Financially Fit!

    • Welcome!

    • Disclaimer
  • 2

    Understanding the Business Operations

    • Business Logic Model
  • 3

    Let's Go to Business School

    • Accounting Foundation
  • 4

    How to keep up the maintenance: Use the 3 P Process

    • Picture, Pieces, and Process

    • Do I Need Accounting Software?
  • 5

    Recordkeeping

    • What is Recordkeeping?

    • Backup Plan
  • 6

    Bookkeeping

    • What is Bookkeeping?
  • 7

    Check In

    • Let's See How You Are Doing
  • 8

    Accounting

    • Accounting Workflow

    • 3 Essentials to Manage Business Finances

    • How Financial Statements Are Created

    • Understanding Financial Statements

    • Relationship Between Financial Statements

    • Questions to Ask When Reviewing Financial Statements
  • 9

    Let's Take A Break

    • How was the accounting module?
  • 10

    Managing It All

    • What to do Weekly, Month, Quarterly, and Annually

    • Tax Preparation vs Tax Planning

    • Bonus Section
  • 11

    Wrap Up

    • The Finale

    • Next Steps

    • We Need Your Input!
  • 12

    Thank You!

    • Thank You

It's Time!

This course was designed with you in mind. We will be taught step by step on accounting jargon and how to manage business finances.

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FAQ

  • What does pre-order mean?

    You are purchasing the course before it goes live. The course goes live April 7, 2021. You will be notified by email.

  • How is the course structured?

    The course is broken into mini-lessons. Lessons are recorded. A workbook (playbook) accompanies the course for students to complete. The lessons will incorporate real-life examples (actual financial data).

  • How long is the course?

    The course is 8 weeks. You complete the course at your speed.

  • Will there be live sessions to ask questions?

    Yes, there will be live sessions. The dates will be announced soon. Students who enroll will be notified by email.

  • Can I purchase the course after April 7th?

    Yes you can purchase the course after April 7th. Note the price goes to $297.

  • Is the pre-sale price the regular price?

    No the course is on sale. The regular price is $297.

  • Can I be refunded?

    There are no refunds.

  • How long do I have access?

    One-year access. Starts on the day of purchase.

Let's Tackle Your Finances

Getting financially fit is more than increasing revenue. Learn what you need to have in place to get fit.

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