Overview | Coaching With Kaylee

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Finance 101 For Entrepreneurs

Getting Clear: Start your journey HERE

How to know when its time to delegate your bookkeeping (1:53)
What is the difference between a Bookkeeper, Accountant, and CPA?
What your CPA is NOT Doing for You
Why Your CPA Might Fire You This Year

Welcome To Finance 101

The Function and Purpose Of Finance 101 (9:02)
Setting Intentions to Serve Your Goals
Lets Get Started!

Accounting Terms For Leading Financial Conversations

Accounting Terms To Know For Entrepreneurs (1:34)

Your Financial Team Structure

Hiring A Financial Team: Who To Hire And How Much To Invest
Internal Controls (3:10)
Choosing The Right Person For Your Needs
Establishing Expectations For Your Bookkeeper/Accountant
Your Role & Expectations (4:10)

Onboarding Your Bookkeeper or Accountant

Setting Up Your Bookkeeper For Success
How to add your Accountant to your QuickBooks Online File (QBO Users Only) (1:56)

How to Read and Understand Your Financial Reports

Financial Reports Overview (1:57)
Understanding Your P&L Report (8:39)
Understanding Your Balance Sheet Report (13:27)
Understanding Your Cash Flow Statement (2:16)
Managerial Reporting vs Accounting Reporting (4:19)
"Drill Down" Each Report (13:16)

Data to Review and Create With Your Bookkeeper

Overview
How To To Obtain Profit Margins (5:45)
Cash Burn Rate (2:13)
Fixed vs Variable Expenses (4:14)
When can I make my next new hire + Return on Investment Calculation (2:46)

Using Financial Data for Operations Planning and Managerial Reporting

How Financial Statements Help your Business Grow (3:33)
How to Use Profit Margins (5:48)
Return on Investment (ROI)
Cash Flow Planning
Financial Projections

Checking Their Work

How to Check Your Bookkeeper's Work (2:12)

Taxes

Understanding Taxes (2:11)
Estimated Taxes (1:17)
Self-Employment Taxes (2:59)
Annual Preparation For Taxes
Questions to ask your CPA

Operations Compliance Planning: Expanding Your Team

Payroll Compliance for Employers
Pricing out jobs
What is the difference between a subcontractor and an employee?
New Hire Onboarding Checklist for Contractors or Employees
Compliance for both Employees and Contractors

Trouble in Paradise

When to seek a second opinion
How can I tell if my bookkeeper is stealing from me?
How To (Lovingly) Fire Your Current Bookkeeper

Thank You & Continuing Your finance Journey

Thank you and continuing your journey

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