Streamlined Financial Habits for Busy Firm Owners

Have your methods for tracking financial performance evolved with the growth of your firm? As an owner, continually strengthening your financial confidence requires adopting new habits for project and firm financial management. In this fast-paced session, you'll discover which financial metrics you should review daily, weekly, monthly, quarterly, and annually to efficiently and effectively manage firm finances.

Learning Objectives

  1. Learn how to apply appropriate financial metrics to consistently assess the financial stability of your firm.
  2. Review the difference between project financial analysis and firm financial analysis.
  3. Explore when to work on financial planning—and how much time to spend on it—to make business decisions effectively.
  4. Evaluate what operational changes you should make to improve financial planning.