You Deserve a Wildly Successful, Profitable Business
But that can only happen if you know your business finances inside and out and stop treating them as an afterthought.
What if you...
Could handle all the money in your business with ease?
What if you...
Had the tools and knowledge to have important conversations about your business finances?
What if you...
Were confident going into meetings with financial advisors, accountants, or government funders?
What if you...
Could do all this without breaking a sweat, would you finally grow your business to the level you know it deserves?
Would you finally grow your business to the level you know it deserves?
I think you would.
If you do too, great.
You’re in the right place.
So tell me, does any of this sound familiar?
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You push all of your accounting to the side until tax time approaches, and you dread the thought of locating and going through months of receipts, transactions, statements, etc..
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Your heart JUMPS when you see an email from the CRA in your inbox and you go into panic mode - “did I file my taxes wrong?! Do I owe more money??”
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You’re unclear on what would happen if you get audited, so you just hope and pray you never do
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Your bookkeeping system is either complete chaos or absolutely non-existent, and you don’t have a clue how to do it any other way
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You want to hire an accountant or talk to a bank about funding, but you keep pushing it off because you’re afraid you won’t know what to ask or how to assign tasks
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You’re really getting it together elsewhere in your business - sales, marketing, and your confidence in what you do is there - but at the same time, you hope no one notices you’re not confident about taxes, money, or growing your business
And, despite the chaos of your business finances...
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You’re a successful, smart, and talented CEO/business owner
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You show up STRONG in spaces you’re in
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You’re seen as an expert and feel like one too (or getting there!)
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People trust you, rely on you, and respect you
INTRODUCING:
Money To Grow
A Finance Course Teaching You The 3 Money Management Topics You Need To Know To Be a Profitable And *Panic-Free* CEO
This course is for women-identified and non-binary business owners, CEOs, and founders who want to scale their businesses and life to the success they know they deserve.
Money To Grow
A Finance Course Teaching You The 3 Money Management Topics You Need To Know To Be a Profitable And *Panic-Free* CEO
This course is for women-identified and non-binary business owners, CEOs, and founders who want to scale their businesses and life to the success they know they deserve.
Who You'll Learn From
Nancy Wilson, CEO & Founder of CanWCC
Confession: I’m an Accountant, and sometimes MY bookkeeping isn’t even up to date.
Hi! I’m Nancy Wilson - and falling behind on bookkeeping happens to the best of us. It doesn’t make you less successful or amazing, it just means you were never taught how to do it or encouraged to ask questions.
I like to compare business finances to owning a vehicle:
I don’t know how to fix my car’s engine - I don’t even change the oil myself. But I know enough to drive it safely, fill it up with gas, and know when it needs service.
That’s the level of knowledge you need about the financial side of your business. You need to know how things work, what information is required, and when it’s time to consult with a professional.
You didn’t learn how to drive all on your own, so it’s unrealistic to expect that you will somehow figure out how to do your own bookkeeping, taxes, and accounting.
And that’s where I come in!
In Money To Grow, you'll learn everything you need to know to run a successful business from the inside out.
Yes, that means accounting, bookkeeping, and taxes. It might not be sexy, but it sure is important. So let’s do it together, shall we?
Why Me?
You’ll love learning (live!) from me because I keep it real. I’m a no-nonsense human and I want nothing more than to see you succeed.
I want you to have all the tools at your disposal to build a successful, profitable business.
I’m fun! (just ask my team). I don’t take these topics *too* seriously. And that’s why this course will be different and BETTER than anything else out there. It will be real, light, fun, and humourous. These topics aren’t the sexiest, but they’re important.
Other Things To Know About Me, If You’re Curious
I’m a Chartered Professional Accountant (CPA, CGA) with more than a decade of accounting experience in various corporate roles. After leaving the corporate world, I started my own accounting and business advisory firm serving women business owners and entrepreneurs.
I launched CanWCC in January 2018 out of frustration with the barriers, lack of resources, and difficulty finding connections as a business owner. I’ve since created a powerful network of women. We drive change and create equality in Canadian business.
Money To Grow runs every Thursday for 8 weeks from February 11 - April 8
9 AM Pacific, 10 AM Mountain, 11 AM Central, 12 PM Eastern, 1 PM Atlantic
What's Included In The Course
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8 x 60-minute lessons LIVE *Recordings will be available if you can’t make it live, but we encourage you to learn live with us!
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1 x pricing worksheet so you can determine what price to charge for products/services
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1 x budgeting spreadsheet and formula so you can plan your spending month to month
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1 x savings calculator so you can figure out how much to save to pay your taxes
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1 x sales and expense “set of accounts” so you have clarity in your business’ spending and how to categorize expenses in a consistent way.
Here’s What We Cover Each Week:
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Week 1: Planting The Money Seeds To Grow
“Started From The Bottom Now You’re ….Here In This Course” In week 1, we’ll talk about how you as a business owner decide to structure your business. Are you a sole proprietor? Partnership? Sole corporation? We’ll cover what this means and what to do about it. We break down the first and most fundamental accounting concept. Worksheet: Build Your Budget Part 1
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Week 2: “Too Legit To Quit” - Recordkeeping and Transactions
If you wanna be legit, you have to prove it. Seems reasonable, right? This week teaches you how to document and track your business expenses, business transactions including sales and invoices, and more so you can track expenses. If You Can’t See It, You Can’t Track It, You Can’t Profit. Worksheet: Build Your Budget Part 2
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Week 3: What’s A Financial Statement? Am I Doing It, or Not?
Financial statements include profit and loss statements, balance sheets, and cash flow statements and explain to you how they all work together. We’ll talk about why and when and for who you would produce a financial statement (cause sometimes it’s for you and sometimes it’s for others!). Worksheet: Cash Flow Forecast
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Week 4: I’ve Got The Data...Now What? CFO Decision Making
In Week 4 we talk about how to use the information from your statements to make short and long-term business decisions. The true meaning of a Chief Financial Officer. Worksheet: Key Performance Indicators
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- SPRING BREAK - March 11, 2021
Take the week off :)
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Week 5: “Mitch Better Have My Money” $$$ How To Price Your Goods and Services
Ah the age old question -- how much should I charge? Discuss the methodology around how goods and services can be priced, so you can take your nervousness out of the equation. We’ll look at how to establish a break even price and a minimum price you’re willing to accept so you can go into each conversation with confidence. Worksheet: Pricing Worksheet with Case Studies
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Week 6: Taxes, Taxes, Taxes -- You Just Have To.
If you’re working in Canada, there are some things to learn about taxes. I’ll explain how personal taxes and corporate taxes work and HST and GST. Worksheet: Taxes Payable
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Week 7: Incorporation - Should you… Shouldn’t you..?
We’ll review the incorporation pros and cons, how to know if you’re ready to make this step, and your regulatory requirements. Worksheet: NO WORKSHEET THIS WEEK
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Week 8: Your Full Finance System That Gives You The Money To Grow
I’ll show you the cycles of business finances so you understand the BIG picture. We’ll talk about the fiscal year, your year-end, closing books, etc. ultimately, I want you to walk away with the tools to make business decisions with confidence. “What and who do you need to hire, and when?” Worksheet: Questions to Ask When Hiring a Bookkeeper or Accountant
After Money To Grow, You’ll Walk Away Knowing:
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What to charge ($$) for your products and services - and why that price makes sense for you and your business
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What to charge ($$) for your products and services - and why that price makes sense for you and your business
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How income taxes and GST/HST actually work, in plain English, without any confusing jargon or calculations
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When to incorporate your business so you can do it like a pro
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How to select and set up a bookkeeping system like Quickbooks Online and know how to use it
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How to confidently categorize and track your expenses to maximize your taxable deductions
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How to apply your new knowledge and tools to stay on top of your business finances
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How to confidently work with a bookkeeper to achieve your goals
INVESTMENT OPTIONS *PILOT PRICE*
This is a highly engaged, hands-on course. This is for people who are committed to showing up live, asking questions, and getting the most out of their time.
This course is limited to 50 participants and is sold on a first-come-first-serve basis.
CanWCC Member Price
$249 CAD
CanWCC Member Price: $249 CAD *if you’re not a member, become one at canwcc.ca/membership.
Enrollment Is Open Until Feb 6 at 18:00 EST, or when we reach 50 participants.
Don't delay, you and your business will be better off.
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FAQ
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What stage of business do I need to be at to benefit from this course?
The course will include exercises and tools (like building a budget) where participants will apply their own company’s figures and information, it is best if you’ve been in business for at least 3-6 months. If you’ve been in business longer, even better!
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If I already know a bit about taxes and accounting, will the course be helpful for me?
If you have a basic understanding of taxes and accounting but still feel uncertain of how to use these skills to scale your business, apply for funding, or outsource this work to an accountant, this course will benefit you.
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How much time per week is required to get the most out of Money To Grow?
We recommend committing 2-3 hours a week to get the most out of the course to benefit your business. The 2-3 hours includes the 90-minute lesson, plus review and time spent on the worksheets and tools provided.
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I can’t afford the price right now, are there other ways to get this information?
Good news - we have a payment plan available if the up-front price is outside your budget. We understand a tight financial situation. If price is still a barrier, check out these free resources available on our blog. While there are free and cheap resources available on the Internet, they are often high-level overviews of the topic and can leave you confused or with more questions than answers. The majority of resources are also designed for a US audience and thus not relevant or targeted to you and your needs.
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Do I need access to an accounting software for the course?
No, you don't. Purchasing software isn't required. We will be
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Will we finish in time to use this information for the upcoming tax season?
YES! I chose to run the program when I did specifically so we would finish in time for the upcoming tax season. Talk about prepared, right?
Enrolment Closes on Feb 6 2021 at 18:00 EST
Enroll in Money To Grow Today!
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