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 Events

               Week of = tentative dates

    FINANCE & ACCOUNTING

    Oct 23 and 24, 2019 – Kelowna (SICA)

    Oct 31 & Nov 1, 2019 – Victoria (VICA)

    Week of Nov 4, 2019 – Vancouver (VRCA)

    Week of Nov. 11, 2019 – Prince George (NRCA)

    Week of Feb 24, 2020 – Toronto (TCA)

    Week of Feb 24, 2020 – Toronto (ORBA)

    Week of March 2, 2010 – Winnipeg (WCA)

    Week of March 9, 2020 – Portage la Prairie (CARM)

    PROFITABLE CONTRACTING
    Oct 22, 2019 – Kelowna (SICA)

    October 30, 2019 – Victoria (VICA)

    Week of Nov 4, 2019 – Vancouver (VRCA)

    Week of Nov. 11, 2019 – Prince George (NRCA)

    Week of Feb 24, 2020 – Toronto (TCA)

    Week of March 2, 2010 – Winnipeg (WCA)

    Week of March 9 2020 – Portage la Prairie (CARM)

     

     

  • Course Details