Individual Help

Want Personal Financial Assistance?  Consider a Financial Tune Up

If you’re in a situation where you need some specific review services then consider the Financial Tune Up consulting option.  It works well for contractors that may experience unanticipated losses, poor financial results or unreliable reports. With the Financial Tune Up you’ll get a custom analysis of your situation and advice on your options for improvement.

These are a few of the areas that are ideal Financial Tune Up topics to consider.

  1. Financial reporting – financial statements, cost reports, accounts receivables, cash flow
  2. Overhead costs in relation to gross profit – the Gross Profit Factor calculations
  3. Purchasing policy – use of PO’s, lump sum purchases, negotiations and discounts
  4. Costing system and reporting for short term jobs
  5. Cost reporting for timeliness and ease of use
  6. Labour productivity and HR policies
  7. Billing and collection procedures – timeliness and aggressiveness
  8. Cash flow forecasting system
  9. Internal control procedures particularly regarding safeguarding assets
  10. Profit planning for one year, two years and five years
  11. Submit and discuss a detailed report to management with emphasis on cost control and reduction, revenue drive, cash flows and profit improvement

You can expect a comprehensive report focused on your problems and concerns beginning with problem identification and ending with recommendations for improvement.

This review will result in ways for you to improve company profits. That’s a promise!




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  • Upcoming Courses

    WINNIPEG – WCA
    Accounting Fundamentals – Nov. 25, 2019
    Strategic Planning – Nov. 26, 2019

    TORONTO – TCA
    Accounting Fundamentals – Nov. 28, 2019
    Strategic Planning – Nov. 29, 2019

    BRANDON – CARM
    Strategic Planning – December 3, 2019

    PORTAGE la PRAIRIE – CARM
    Profitable Contracting – December 4, 2019
    Finance & Accounting – Dec. 5, 6, 2019

    TORONTO – private 
    February 11th to 14th, 2020

    OTTAWA – OCA 
    Strategic Planning – February 19, 2020
    Profitable Contracting – February 20, 2020
    Touch of Class – February 21, 2020

    TORONTO – TCA
    Profitable Contracting – Feb. 24, 2020
    Finance/Accounting – Feb. 25 & 26, 2020

    TORONTO – ORBA
    Strategic Planning – Feb. 27, 2020
    Profitable Contracting – Feb. 28, 2020

    WINNIPEG – WCA
    Profitable Contracting – Mar. 3, 2020
    Finance & Accounting – Mar. 4 & 5, 2020

    SASKATOON – SCA
    Fundamentals of Accounting – Mar. 9
    Strategic Planning – Mar. 10, 2020

    EDMONTON – private 
    March 12 & 13, 2020

    EDMONTON – EDMCA  
    Profitable Contracting – March 17, 2020
    Finance & Accounting  Mar. 18, 19, 2020
    Strategic Planning – Mar. 20, 2020

     

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