Board of Directors - Even if you are not on the audit committee or expect to be designated as the "financial expert," it is still important for you to understand the Organization's financial statements.  The ability to interpret financial relationships, ratios, and trends is necessary for you to fulfill your responsibilities as well as to protect yourself from potential liability.

​

Restaurants & Retail – Are you looking for your store, regional, or divisional managers to understand their impact on the P&L and be able to make better operational decisions to manage their responsibilities?  Having a basic understanding of accounting transactions and financial statements provides them with the fundamentals they need to understand how what they do influences the company’s success.  We can customize our courses with your financial statements and industry metrics to focus your team on what is best for your business!

 

AR/AP Accountants – Do you or your staff have limited education or financial area experience yet are looking for a way to expand knowledge and understanding of the financial transaction and reporting process to get that next raise or promotion?  We can provide a certification of course completion to demonstrate your initiative and validate the hours completed to learn the fundamentals of accounting literacy.  Explore broader and deeper transactions to make your way to staff or general ledger (GL) accountant.

 

Attorneys – The practice of law often has you interact with bankers, CPAs, the IRS, your clients financial statements, and significant financial transactions.  Feel more confident in your conversations with these groups and improve your ability to ask key financial questions to deliver the best results.  A basic understanding of accounting also helps your associates to better understand the importance of their role to the firm’s financial success and your billing cycle.  A win for everyone!

 

Medical/Dental/Veterinary Practices – Owning a practice is a great sign of achievement, but it also involves a whole different world from the medical skills acquired.  Billing processes and finances can be incredibly complex to navigate, even when you engage service providers and skilled employees to assist.  Basic accounting literacy helps you to better understand how the transactions flow through the process so you can better manage the business finances and make informed operational decisions, as well as be able to confidently engage with your service providers.

 

Entrepreneurs – Starting your own business usually means you need to have a basic understanding of all aspects of the business.  Many struggle with understanding the difference between profitability and having cash to pay the bills, or get quickly overwhelmed by the thought of organizing all the data and transactions.  The course includes conversations of how accountants organize data to produce financial statements that help you evaluate your business to make informed operational decisions.

 

Exit Transactions – On the opposite end of the spectrum, a business owner may be looking to transition out of their business.  A good accounting system will help you understand what is important to your buyers and improve the transition experience.  Preparation for a business exit typically requires rigorous and comprehensive financial documentation. This may include valuations, an audit, quality of earnings analyses or a requirement to demonstrate detailed accounting processes and controls environment. Data reliability to a prospective buyer is critical. You should have organized and reliable financials, support for potential adjustments and proper controls in place.  A dedicated effort to ensure that your accounting systems, records, and processes are ready for the scrutiny that comes with an exit event will ensure an easier transition and potentially increase the value you can receive for your business!

​​

Personal Finance & Wealth Management – Whether you are a young professional just starting out, a mid-lifer helping kids through college and/or taking care of a parent, or a retiree trying to work out if you have enough saved to get you through; an understanding of accounting and finance will assist with budgeting, planning cash flows, and selecting the proper investment vehicles for any stage of life or personal situation.  

​

Student Athletes – Recent Name Image Likeness (NIL) rules now allow student athletes to earn income earlier in their careers.  Access to this level of income so early in life can be intimidating for someone inexperienced with money.  Whether already in college, or a high school student exploring their options, our courses provide fundamentals of understanding personal finances, entrepreneurship, and how to ask critical questions for decision making to balance time spent on NIL with the responsibilities of class, sports, and future reputation.

 

Universities, Colleges, K-12, Youth Groups & Accounting Clubs – A basic understanding of accounting and finance literacy opens up a world of opportunities.  Bookkeeping and Public Accounting are obvious career choices.  However, accounting skills compliment and support careers in a variety of professions and for entrepreneurs in general.  Students who are already enrolled in accounting courses for their majors may struggle memorizing accounting basics like Debits and Credits, terms and acronyms, or how the financial statements work together. 

​

No matter how students are looking to interact with the world of accounting, this curriculum is designed to maximize interest and engagement as well as support any accounting program.  Certain colleges and universities have used this material to change up how we teach Accounting 101 to better reach the minds of a diverse student body; setting them up for success.  The content may be used in accounting clubs or tutoring sessions to generate interest in the profession or to assist those who might otherwise be struggling with traditional teaching methods.  After the course, students see the possibilities for their careers or generate a business idea.  They always leave excited to learn more!

 

Home School & Education Pods – Are you home schooling your children or have them involved in other co-ops or pods?  Basic accounting skills help them to understand their own finances, set them up with a foundation for working in any business, and teach them the fundamentals needed for entrepreneurship.  As they unlock the secrets of how financial statements work, they will gain excitement and enthusiasm to release their own creativity and ideas.  They will have the opportunity to practice transactions within their own “business” to engage them in real life scenarios.  Take a break and let us host your children for a day of fun and learning!