Coaching & Consulting
Unlock your business’s full potential with our consulting services, designed to enhance financial management and operational efficiency. We focus on improving your financial strategy, compliance, and performance. Our experienced team offers actionable insights that are tailored to your unique financial challenges and drive your business toward lasting success.
Why Partner with Profit & Equity
Clarity & Future Focus
Financial Leadership
With honesty at the heart of everything we do, you can be confident in choosing us as your partner.
FP&A Certified
Our primary goal is to make you successful by providing reliable, strategic financial guidance.
Courses and Content
Course Focus
Topics & Practice
Activity
Revenue
Income, Invoicing, Receipts and Clients
– Invoicing a new client
– Applying Payments
– Making Deposits
– Applying Payments
– Making Deposits
Expenses
Expenses, Vendors and Bills, 1099 Tracking
– Adding & matching expenses
– Adding Bills & Using BillPay
– Adding Vendors
– Adding Bills & Using BillPay
– Adding Vendors
Inventory & Assets
Inventory, Assets (short & long Term, Prepayments, and Depreciation
– Adding Assets
– Build a Depreciation Worksheet
– Make you first Journal Entry
– Build a Depreciation Worksheet
– Make you first Journal Entry
Payables, Loans
Credit Cards, Payable and Loan Review, Amortization
– Adding Loans & Payables
– Build an Amortization Workbook
– Second Journal Entry
– Build an Amortization Workbook
– Second Journal Entry
Payroll
Payroll, 1099 vs W2, Clearing Accounts, Owner’s Pay, Equity
– Build a Payroll Workbook
– Payroll Journal Entry
– Payroll Journal Entry
Reconciliation
Chart of Accounts, Clearing Accounts, Reconciliation, Summary & Reporting
– Navigate Chart of Accounts
– Reconcile Core Accounts
– Reconcile Ops Accounts
– Reconcile Clearing Accounts
– Reconcile Core Accounts
– Reconcile Ops Accounts
– Reconcile Clearing Accounts
Reporting: The Big Three
Numbering Accounts, Balance Sheet vs Profit & Loss, Cash Flow Statement
– Build Chart of Accounts
– Pull & Review Profit & Loss
– Pull & Review Balance Sheet
– Pull & Review Cash Flow
– Pull & Review Profit & Loss
– Pull & Review Balance Sheet
– Pull & Review Cash Flow
Reporting: Other Reports to Know
Aging, Summaries, Timeframes & Other Report Options
– Pull Aging Summaries
– Pull Client Summary
– Pull Vendor Summary