Financial Management Training for Business Planning

Profit Mastery: Focus on Profit Maximization

Profit Mastery provides an excellent financial management training platform for you to work with your clients. Understanding business financial performance is key for all businesses. As a CPA (certified public accountant in the U.S. and chartered professional accountant in Canada), you work with business clients who need your financial knowledge and expertise to help their businesses succeed.

Managing cash flow, understanding financial statements and financial ratios, planning for the impact of growing too quickly or not quickly enough – all of these are key elements of business success.

Understanding how to communicate and demonstrate financial metrics for client businesses and relating those metrics to industry averages is a powerful benefit that you can offer your clients. You’ll be able to better understand trends across all business units, and across the industry. You’ll be able to better manage the business through the identification and monitoring of key risk indicators. With Profit Mastery’s financial management framework we can help you demonstrate the impact of business decisions and plans has on the bottom line.

Provides Value to My Practice

Dynamite presentation; as a CPA I attend many seminars each year for professional education; Profit Mastery is one of the few that provides value to my practice and my clients.

Practicing CPA

An excellent class. As a practicing CPA who works exclusively with small businesses, I strongly recommend this seminar.

Grow Your Business and Improve Your Clients’ Results

As a CPA working for business clients, you are often required to provide input on business decisions, to use your knowledge and expertise to identify market opportunities and/or risks, and to help your clients develop and maintain competitive advantage – especially over the long-term.

Profit Mastery financial management courses have been attended by thousands of CPAs over the last 25+ years. The key financial management concepts taught in Profit Mastery’s training can be a strong part of your practice and can provide real value for your clients.

We offer a choice of facilitator-led live presentations or an online self-study program (which provide the equivalent of up to 15 hours of NASBA-compliant / QAS Accounting Credit for live presentations and 18.5 hours for the online program for U.S. participants, and are recognized as credits for continuing professional development for CPAs in Canada). This choice of either live or online programs help you balance the training with your work schedule.

Your business includes developing strong consultative relationships with your clients. The tools and concepts in our financial management training program significant value for both you and your clients.

Once you’ve taken the Profit Mastery training, you may wish to encourage your clients to also take the financial management course to help them better understand how to effectively manage, and understand, their business financials. When both you and your client speak the ‘same language’ and use a similar approach in managing the business’ financials, then improved results are the outcome.

Profit Mastery

This financial training program is designed to help you and your clients; it provides the resources to improve business performance and has been used to support thousands of businesses across numerous industries. Profit Mastery has an outstanding reputation for providing the best financial management training available for business owners, managers, CPAs, bankers and consultants.

CPA is the new term for CMA, CGA and CA in Canada (all three financial designations are being merged into one across the country – legislation is in process to unify the three designations to one). CPA in the USA is the designation for Certified Public Accountant.

For more information on which choice is best for you, or for your clients, contact Tom Lewis, Summit Fiscal Management and Profit Mastery Program Facilitator.

Discover Hidden
Profits in Your Business

CALL 778-846-1554