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Join Dorothy Zubel from Finance Without Borders to learn about Business Financial Planning & Forecasting.

This masterclass will help you think about a 3 year roadmap for your business and help you develop a financial model to support your plan. You will be shown how to give consideration to your revenue model, your margins, various operating expenses, new employee hires & timing, possible cash injection required and impact on cashflow.

After attending this workshop, you will be able to:

  • Put together a 3 year financial model with a full roadmap, including timelines to implement your plan
  • Calculate your revenues
  • Understand the difference between direct, indirect, variable and fixed costs
  • Comprehend the key metrics in finance so that you can see how successful your business and plan will be

As a takeaway you will have access to a generic 3 year financial forecast model, including financial statements and cashflow that you can continually adjust and tweak. This can be used as an effective decision making and planning tool as you continue to grow your business.

Who should attend?

This workshop is ideal for all entrepreneurs who have not yet created a financial plan, or have one but aren’t sure whether they have thought about everything.

About Dorothy Zubel & Finance Without Borders

As the Director of Finance at FWB Dorothy Zubel, CPA, CMA brings over 15 years of progressive finance and accounting experience to clients and their businesses. She takes pride in understanding her customers’ businesses holistically and finds solutions to suit their specific needs including systems implementations, financial reporting and analysis, business process optimization, and more.

Finance Without Borders offers SMBs enterprise quality strategic advice, technology, and back-office services by simulating the structure of large enterprises’ internal finance teams. FWB provides a-la-carte bookkeeping and accounting services that every growing business requires without all the overhead. No Borders. No Limits. We work with you, not for you and we GROW together!