Training for Lenders & Accountants

Looking to understand some of the basic essentials related to taxes?

Join us for a 2-hour session designed to help the small business owner understand basic concepts related to understanding taxes, and tips to help save on taxes. Topics vary from a general overview of taxes to how to implement a tax strategy that makes sense for you and your business.

Other topics:

• 5 factors impacting your tax position

• Standard and Itemized Deductions

• Common business and personal deductions to help you reduce your tax liability

• A basic overview of reading your personal tax return

• Know when you’re taxed if taking money out of your business

• Tax saving vehicles like Retirement Plans and HSA’s

• Red Flags to help you avoid an audit

• Maintaining an Audit Trail to account for all cash coming in and out

• How Section 179 and Cost Segregation studies can lower your tax liability

• Why paying off your business’s loans doesn’t reduce your taxes

• Pass-through entities and the S Corporation option

• What is double taxation on C Corporations?

• Tax terminology converted to easy-to-understand terms

Please note sessions may be filmed or photographed and used in marketing activities by EWH.

In this fast-paced break-out session, we’ll cover the most essential items related to Sales. We will cover what Sales really is, and make selling easy and fun for anyone!

With three simple topics; asking for the business, handling objections and closing the sale, you will never look at Sales the same again. After this workshop, you will find the joy, passion, and fun of selling with your new-found skills and perspective on the ins and outs of Sales!

• A system for how to make cold calls, and how to introduce yourself
• Easy steps to handling objections and how to avoid them altogether
• Learn how to take a no and turn it into a yes, by asking 3 simple questions
• Learn how to overcome sales resistance and discover sales in a new way that will inspire you
• Learn how to make asking for the business, or closing the sale, in a way that feels good for you and the prospect
• Plus, additional tools and insights to accelerate your business sales!

Have you ever asked yourself why people do what they do? Have you ever wanted to influence someone into bettering themselves in a role? Do you know what their natural strengths are to best identify someone for a role? Do you want to help with their training and performance development? Assessments are a powerful tool to help you understand yourself and your team. These tools help to create better communication, grow relationships, and form a stronger bond with your team and clients.

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!

• Understand your Cost of Goods Sold and Gross Profit Margin %
• Determine your break-even point after budgeting for profitability, loan payments & purchases
• Increasing Sales: 2 Key strategies
• Introduction to KPI’s

When it comes to running your small business successfully, understanding how to successfully manage your people is key! In this workshop, you will learn the about the 4 different leadership and communication styles. Understanding these styles will empower you to better understand yourself, others and how to enhance your communication and leadership to lead your team to success!

• The universal language of the DISC Model
• 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 the motivational drives and fears in yourself and others
• Learn how to “read” others communication style and adapt your communication style
• Learn how to “read” others buying styles and adapt your selling style to increase sales
• Potential stressors for you and ways to recharge your batteries

Emotional Intelligence is an essential quality for a leader to possess. It is the ability to understand and manage one’s own emotions and the emotions of the people around you – a skill that can be developed over time with the practice of strategies and learned techniques. Emotional Intelligence is more important today, now more than ever. Take the time to work on self-awareness, self-regulation, motivation, empathy, and social skills. Attend this session and you will learn how to harness the power of Emotional Intelligence. It is the key to both personal and professional success.

• The applications of Emotional Intelligence
• Learn the 5 key categories and most important driving factors
• Understand the factors contributing to your well-being and overall happiness
• Learn the 4 main factors and derailleurs of Leadership Potential
• Learn how to improve and find more balance in your emotional intelligence for a higher quality of life

In this session we will introduce you to a fun tool that will help us understand how to cope with stress, and manage in “this world we live in!” This tool will give your insight into what makes people tic, and makes you tic. Giving you the clarity over where you and others go under stress or in conflict, and empowering you to know how to lead them out of it. You also learn where your center of gravity is as a leader, and how adapt your approach, and be a better leader with different groups of people whether it is when everything is booming or during challenging times. It will give you the options to consciously choose your approach, and strategies so you can respond, not react, and improve your results in any circumstances.

• Understand the people, you simply cannot understand?
• Learn the answer to why people do what they do?
• Learn why they sometimes just don’t get it, don’t get it or are not getting it
• Learn the 8 different ways people view the world and how that leads to collaboration or conflict
• Understand how we cope with stress, and interact with the world we live in
• Learn how people match their world view to the world we live in and how this shapes their behavior and thinking
• How our mindset can shape a survival or thriving mindset
• Learn how to lead different groups of people based on these different ways of thinking

To be successful in business you need to be good at managing your Numbers, your People and your Self. In reflecting on these three essentials, and the 8 skills that contribute to small business success we will use a self-assessment tool to help you begin thinking about where you’re at, where you want to be, what needs to be done, what your top priorities need to be to assist you in setting goals for the next 30,60 and 90 days.

8 Skills to Small Business Success

1. People
2. Communication
3. Leadership
4. Team
5. Sales and Marketing
6. Financial
7. Goal Setting
8. Life

No matter how great your product or service is if you can’t influence someone to buy it it’s worthless. In this class, you will learn about how to create the desire in your prospect to make a change, generate interest or make them to want to buy what you have. You will learn how to create leverage, what influences people’s buying decision and uncover the reasons why they want it that compel them to make the decision to buy.

Additionally, even if people have strong enough reason to want to buy if you can’t present what you do in a way that gives them clarity and helps them understand how it will resolve a current challenge or empower them they will want to buy but not know if you are the one they should choose compared to something else. You learn about helpful tips to construct, presenting, and storytelling. Whether it’s about your company, product or service you know how to convey the value of what you do that will pack a punch and make the decision easy for them to buy!

We will wrap up this session by compacting all our learnings from our sales and communication class into a one page visual, summarizing all the tools you have learned, and give you the tools to streamline and systemize your sales process. This valuable skill will enable others to be trained to sell, produce consistent and reliable results from your sales process, giving you the ROI you need on your marketing, sales, and prospecting activities.

In this second session of the day we will have an open roundtable and working session to discuss, brainstorm and capture best sales and customer service practices in your businesses, streamline your sales process, how to systemize your sales process, and how to ensure quality conversations in your sales process from lead generation to lead conversion and fulfillment. This will allow you to document and implement the best sales practices, tools and training within your organization to help your business sell more, more consistently whether it is you, or one of your salespeople.

Join us for a session designed to help the small business owner understand basic concepts related to understanding taxes, and tips to help save on taxes. Topics vary from a general overview of taxes to how to implement a tax strategy that makes sense for you and your business.

Since 1979 EWH Small Business Accounting has worked with over 2,200 Small Businesses on a monthly basis, not to mention thousands of others at year end. Reflecting on his years of experience working with many small business owners, Ed Hastreiter has developed a list of “10 Secrets” based on the patterns of success and failure he’s witnessed. 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