During this live (in person) hands on workshop, you will learn how to create and launch an Operating Budget using your existing accounting software and historical data, without creating spreadsheets from scratch or getting bogged down in mind-numbing detail. Many business owners would like to be more confident about their numbers and have timely and reliable data to make better data-driven decisions (and not just rely on their gut).

We’ll also review the easy-to-calculate ratios found on your Income Statement & Balance Sheet and discuss the best suite of monthly financial reports to use to grow your business, improve your cash flow, and create additional working capital.

Feel free to bring your laptop and have access to your accounting software.

Presenter Bio: Patrick Shurney

I am passionate about helping small business owners grow their company by learning to master the key financial reports and ratios that improve cash flow, working capital, and profitability. They learn to make better data-driven decisions.

“Finance is the Language of Business”

Growth happens and profits increase once they learn the language of finance and learn how to leverage the power of timely and accurate data.

I started 3P Consulting after spending 30 years in Corporate Banking, where I helped thousands of business owners across a variety of industries. During that time, I reviewed tens of thousands of financial statements, was a voting member of senior loan committee and had $1.5 million personal signature authority for commercial lending.

My clients also benefit from my years of experience negotiating deals. I have a hidden talent for finding where money gets stuck in a business, and the keys for unlocking the barriers to improved cash flow.