The SMART Money & Data
A coaching and training program designed to develop and cultivate the leaders access and understanding of your data, analysis, and decision making.
WHAT YOU GET…
Your results are waiting.
Days to Success
FOR ACCIDENTAL ENTREPRENEURS:
This program is suitable for every attorney, beauty salon owner, landscape artist, and CPA; for those of you who never got the formal education in Business Administration and yet were expected to run your own businesses. It makes perfect sense that you feel overwhelmed or underprepared for your data management and solid decision making. You simply need some education and this has nothing to do with math as you remember it in school.
FOR YOUNG COMPANY LEADERS:
This program is suitable for all newly appointed or promoted leaders and managers who specialize in something else and still need to understand data and finance in order to run their department(s) well. Support your people by giving them the tools they need to make great decisions for you.
TEAMS Money and Data is a framework for making your business information accessible, simple, and relevant to your intentions. It makes decision-making easy. It makes action feel safe through knowledge.
There are two things EVERY business owner and leader wants. They want to see their “widget” out in the world serving their community, whatever the size. Second, they want to make enough money doing it that their work feels productive and enjoyable in addition to being a contribution to their world.
This Money & Data Program was specifically created to provide all small business owners and young managers with the tools, resources, and support they need to accomplish both of these goals.
How? First, we show you why you’re not an idiot for not understanding what your accountant or finance department hands you. Then we teach you what you’re looking at, what to ask for, and how to read the reports that have data you care about.
Then, we help you build some data tracking tools that fit you and your business; that will help you track what’s important to you at the level you need to see it – up close, drilled down!
For the Accidental Entrepreneur, we help you gain the confidence and courage to fire your accountant! We’re joking. But, not much. Sadly, it is often an outcome of our work together that you want to find new accountants to work with though we do not advocate this before knowing your particular situation. Often, they can be taught too.
For the Young Executive, it’s likely you’ll be having more valuable conversations with your finance manager(s) and that you’ll be really clear that data management is an all hands on deck conversation.
Every department has valuable data running through it and every area of your organization has data it needs to manage and SHARE.
Optimizing every area of your business!
From operations, to adaptability, to culture, to future planning, we prepare you to cover it all.
GET IN TOUCH…
To arrange a consultation or reserve your workshop seat, send us a message.