Charting the Course

Strategic Planning and Financial Mastery

Length: 45mins
Target Audience: C-Suite, Business Owner, Management

KEY TAKEAWAYS

  • Setting Company Strategy: Understand the Strategic Planning Process (Mission, Vision, Values, SWOT Analysis, goal setting, etc) and develop a competitive advantage, setting a strategic plan in motion for sustainable growth and success.
  • Financial Management Essentials: Establish long-term financial goals, creating annual budgets, and expense management strategies, then learn to monitor utilizing key financial metrics (Revenue Profit Margin, Return on Investment, Ratio Analysis, etc).
  • Pricing Strategies & Profitability: Understand the true cost of doing business with both direct and indirect costs, then learn to price your work to increase profitability by reducing overall costs.
  • Financial Planning for Growth & Expansion: Explore financing options for landscaping businesses (Debt Financing, Equity Financing, and alternative options), evaluate investment opportunities, and establish risk assessment strategies.
  • Tax Planning & Compliance: Understand Tax Obligations for landscaping businesses including Income Taxes, Sales and Use Taxes, and Payroll Taxes, then establish a tax planning strategy that will help to minimize tax liability.