Running your business comes down to being good at managing two things; Numbers and People. In this fast-paced half-day workshop, we will highlight the essential factors of understanding your numbers and your people. You will learn the essentials to understanding your numbers and what business decisions you need to execute to improve profitability and cash flow. You will also learn the four fundamental leadership styles that will empower you to better understand yourself and others and how to enhance your communication and leadership to lead your team to success!

**Each workshop will end with a 30 minute Q/A session.**

Since 1979 EWH Small Business Accounting has worked with over 2,200 Small Businesses monthly, not to mention thousands of others at year-end. Ed Hastreiter, the founder, reflecting on his years of experience working with many small business owners, has developed a list of “10 Secrets” based on success and failure patterns. Success in business cannot be guaranteed – implement these 10 Secrets, and your chances of success will be far greater!

10 Secrets

1. Product or Service Exceeds Customer Expectations
2. Quality, Well Trained Staff
3. Owners Work ON Their Business, Not IN Their Business
4. Solid Financial Equity
5. Learning is a Life-Long Commitment
6. Owner Must Have Integrity
7. Owners Have a Passion for Their Business
8. Deal with Facts and Not Opinions
9. Grow Smart by Setting Written Goals
10. Have and Know Your Business Model

Developing an Entrepreneurial Vision

We will discuss the essentials of growth, how to build a turnkey operation, and create a 90-day plan. By reflecting on three key essentials to business success: people, numbers, and self, we will use a Self-Assessment Tool to help you to begin thinking about where you’re at and where you want to be, to create your 90-day plan, and create your vision.

**Each workshop will end with a 30 minute Q/A session.**

The key to turning “What If” scenarios into results is reading and understanding the financial
statements and the story they’re telling you about your business. By understanding the story, we can
understand what key activities created the results in the first place, thus empowering us to make
positive decisions to improve your financial results—turning “What If” into “What Is”!
To understand the story, we need to understand the three financial statements and the information
each tells us about our business. Every financial statement (a.k.a scorecard) has key performance
indicators (KPI’s) and numbers that drive the KPI’s. In this class, you will learn how to read your
financials in ways that are fun and simple.

• Business Cash Flow A – Z
• Your Financial Statements: Balance Sheet, P & L, Cash Flow Statement
• Understand how each financial statement works together
• How Estimated Tax Payments impact Cash Flow
• The 3 main drivers of Cash Flow
• 4 strategies on Increasing Sales
• 10 ways to increase sales, profit & cash flow
• Testing the “What If” theory with your numbers and how small shifts make a big difference

**Each workshop will end with a 30 minute Q/A session.**

When it comes to running your small business successfully, understanding how to manage your people is the key to success! In this workshop, you will learn about the four different leadership and communication styles. Understanding these styles will empower you to understand yourself and others better, and how to enhance your communication and leadership skills to lead your team to success!

• The universal language of the DISC Model
• Recognizing and understanding the styles in others
• Understand a person’s natural communication and leadership style and how it impacts your communication and theirs
• The importance of understanding individual strengths and potential limitations
• Recognizing motivational drives and fears in yourself and others
• Learn how to “read” and adapt to other’s communication styles
• Learn how to “read” others buying styles and adjust your selling style to increase sales
• How to build your team based on individual values!

**Each workshop will end with a 30 minute Q/A session.**

Set sales goals, budget for profitability, and increase profits and cash flow. Learn how to create a
sales target, and calculate your break-even point, and build profit into your break-even point. These
tools will empower you to get from A-Z, and help you achieve the 5 secrets to financial success!

• An in-depth look at your Income Statement
• Understand your Cost of Goods Sold and Gross Profit Margin %
• Determine your break-even point after budgeting for profitability, loan payments & purchases
• 4 Key strategies on increasing sales
• Key Performance Indicators (KPI’s)
• Utilizing KPI’s to manage your business and day to day operations!
• Testing “What if” with your break even variables, and set specific financial benchmarks!

**Each workshop will end with a 30 minute Q/A session.**

There is the Golden rule, treat others as you would want to be treated, and then there is the platinum rule, treat others as they want to be treated. Understanding and knowing how others want to be treated is vital to a successful relationship.

Once we learn DISC and how to quickly recognize where someone is at and their preferred conversation styles, we can adapt our communication to better meet everyone’s needs and gain better results from the communication.

In this session, we will dive deep into interacting with, building relationships, and leading and approaching each style. Empower you with the tools to better meet other people’s needs and be more effective at turning those conversations into results! Get ready to learn the road map to communicate with anyone successfully!

• How to communicate with each DISC Style in each stage of a conversation
• How to build rapport, ask questions, present, and sell to each style
• How to support each style in the decision-making process
• How to bridge the natural communication challenges the DISC energies can create
• How to find the value in all the DISC voices brought to the table!

**Each workshop will end with a 30 minute Q/A session.**

Budgeting is a critical part of planning for a successful business. Where do you begin? In this workshop, you will learn skills to design and implement a financial road map for your business and turn more of your business decisions into measurable financial results!

We will begin with understanding your break-even point, and then add how to build profit into our break-even; this empowers you to understand your sales target necessary to achieve your desired level of profitability. Next, we will learn how to design your sales road map to hit your sales target. Knowing the key metrics you need to hit every month, or year, to reach your sales goals.

We will learn how to project expenses and other cash outlays, finishing the budgeting process; this will provide us with the road map to compare our numbers every month after we receive our financial statements. We will compare where we are now and how to get to where we want to be. By having a monthly comparison, you will understand what decisions and activities need to shift to continue to improve your financial results. This knowledge will be a valuable tool as a business owner to manage and lead your business to financial success.

Principles of good budgeting

• Budgeting Best Practices
• Learn how to forecast sales and expenses
• Learn how to put a budget together
• Budget for profitability and cash flow
• Design a sales road map
• Utilize a 6-week cash flow forecast
• An in-depth look at KPI’s
• Project cash flow

**Each workshop will end with a 30 minute Q/A session.**

It can be challenging to understand why our friends, family members, neighbors, co-workers, or others make certain decisions. Particularly when those decisions seem flawed or perhaps even self-defeating, now imagine your future is very much tied together. How we make decisions and what we value in making those decisions can bring us closer together, create challenges, and sometimes even risk pulling us apart.

In the ever-changing times we live in, we have to account for a myriad of different demands: technology, lifestyle, labor, and ever-evolving social norms. The key to capitalizing on these changes is to understand the Motivators Model and why people do what they do. There are 6 reasons people do what they do; understanding and appreciating these differences is key to integrating the Motivator Model for high performing teams. This will allow you to anticipate challenges with team members in advance, help better understand where to start with relationship building, and resolve challenges that have shown up.

• Understanding your own and others’ motivator perspectives
• Recognizing the impact your motivators have on your decision making
• Identifying the motivators/values and perspectives of others
• Understanding the natural challenges between these Motivators
• Bridging the Difference when challenges occur
• Appreciating each other’s differences
• Understanding the value & results each Motivator bring to the team

**Each workshop will end with a 30 minute Q/A session.**

In this exciting session, we will walk you through a Strategic Planning process, capturing all your goals and how to select and prioritize them into a final 1-year plan you and your team can execute. It can be easy to become overwhelmed and not know what to focus on first to support our growth. One of the first steps to successfully growing your business is to streamline objectives into manageable groups. Be that in a series of lists, or rather goals for the next 30, 90, and 365 days. Additionally, having the references as to what stage your business is in its development and your key areas of focus empowers us to prioritize our goals first. This session will cover the different stages a business goes through during its life and the most important areas to direct your focus.

• Understand the 10 Stages of being in business
• Identify what stage your business is in.
• Learn about what problems are normal and abnormal at each stage
• Learn about the opportunities to focus on at each stage for growth
• Learn about the power of vision and niche
• Learn the 10 areas of focus in any business and what to focus on within each stage.
• Create a road map to grow and build your business
• Design a 1-3 year strategic plan for your business

**Each workshop will end with a 30 minute Q/A session.**

This fast-paced session will cover our 5 Step Communication Model as applied to Sales and Customer Service. This model will empower you to facilitate effective conversations that convert more leads into business and customer interactions into more loyal customers by knowing how to transition for each step and aspect of the conversation.

From there, we will dive deep into rapport, learning how to warm up the conversation, and build trust and long-lasting relationships. These tools will make your conversations even more effective and efficient in terms of the time needed to build trust and in your ability to facilitate quality conversations.

Finally, we will apply these skills and provide additional helpful tips, whether it is a sales conversation or customer service conversation. Building on rapport, we will learn how to respond to customer questions or bring up a problem and complaints.

This session will empower you to lead your prospects or customers in a way that produces positive results and feels great in the process!

• 5 Step Communication Model as applied to Sales & Customer Service
• Facilitate effective conversations that convert more leads into business & loyal customers
• Master Rapport
• Handle customer resistance or sales resistance
• Re-enforce & build on the tools learned in Sales Essentials and Beyond!

**Each workshop will end with a 30 minute Q/A session.**