The Money Side of Business (virtual)

Join us for The Money Side of Business: Tools & Techniques for Managing Your Financials, part of our Financial Foundations accounting expert series. This seminar is presented by Daisy Yue Fang, CPA.

The Money Side of Business is an advanced session explaining the basic tools and techniques of financial management for a business owner, including budget creation and
monitoring, cash management, product/division/customer analysis, planning/
forecasting, and trend analysis.

Outline:

• What’s financial management?
• What tools can help operate my business?
• How do I determine if a product is profitable? What’s my most profitable product?
• Who are my most profitable customers?
• Why do I need a budget?
• How do I create and use a budget?
• What reports do I need?
• How do I tell where my business is heading?

Objective:

• To be able to use financial management tools to evaluate their
  business and make informed financial decisions

Speaker Bio:

Daisy is a CPA CMA with over 15 years of experience in public accounting, specializing in financial reporting, corporate and personal taxation, and advisory services for privately held businesses across diverse industries. Daisy also has over 8 years of post-secondary teaching experience, including international education and cloud accounting leadership. As a dedicated practitioner and educator, Daisy leads client engagements, mentors teams, and delivers practical solutions that drive client success and bring real-world insights to the training room.