Series Outline
Every day for the 52 weeks of 2024 a new article, action item, or weekly review will be posted to the series.
Each week this page will be updated with hyperlinks to the series content.
Week 1-4: Financial Basics for Small Business Owners
Week 1: Introduction to Financial Management
Week 2: Understanding Financial Statements
Week 3: Budgeting and Forecasting
Week 4: Tracking Expenses and Revenue
Week 5-8: Bookkeeping and Record Keeping
Week 5: Organizing Financial Records
Week 6: Bookkeeping Basics
Week 7: DIY Bookkeeping vs. Hiring a Professional
Week 8: Tax Planning and Compliance
Week 9-12: Managing Cash Flow
Week 9: Cash Flow Management
Week 10: Invoicing and Payment Collection
Week 11: Dealing with Late Payments
Week 12: Financing Options for Small Businesses
Week 13-16: Financial Analysis and Decision-Making
Week 13: Financial Ratios for Small Businesses
Week 13 (Day 2)-Understanding the Significance of Financial Ratios
Week 13 (Day 3)-Key Financial Ratios Every Business Should Know
Week 13 (Day 4)-Calculating and Interpreting Liquidity Ratios
Week 14: Break-Even Analysis
Week 14 (Day 5)-Leveraging Break-Even Analysis for Decision-Making
Week 14 (Day 6)-Applying Break-Even Analysis to Your Business
Week 15: Cost-Volume-Profit Analysis
Week 15 (Day 4)-Calculating Break-Even and Contribution Margin
Week 15 (Day 5)-Leveraging CVP Analysis for Pricing Strategies
Week 16: Investment and Expansion Decisions
Week 16 (Day 2)-Setting the Stage for Investment and Expansion
Week 16 (Day 3)-Understanding the Basics of Investment and Expansion Decisions
Week 17-20: Taxation and Compliance
Week 17: Small Business Tax Deductions
Week 18: Quarterly Tax Reporting
Week 18 (Day 2)-Setting the Stage for Quarterly Tax Reporting
Week 18 (Day 3)-Understanding the Basics of Quarterly Tax Reporting
Week 18 (Day 5)-Efficient Record-Keeping for Quarterly Reporting
Week 19: Handling IRS Audits
Week 20: Year-End Tax Planning
Week 20 (Day 3)-Understanding the Basics of Year-End Tax Planning
Week 20 (Day 5)-Efficient Record-Keeping for Year-End Planning
Week 20 (Day 6)-Strategies for a Successful Year-End Outcome
Week 21-24: Financial Planning for Growth
Week 21: Financial Projections
Week 21 (Day 3)-Understanding the Basics of Financial Projections
Week 21 (Day 5)-Efficient Data Analysis for Accurate Projections
Week 21 (Day 6)-Strategies for Successful Financial Projections
Week 22: Business Valuation
Week 22 (Day 3)-Understanding the Basics of Business Valuation
Week 22 (Day 5)-Efficient Data Analysis for Accurate Valuations
Week 22 (Day 6)-Strategies for a Successful Business Valuation
Week 23: Exit Strategies
Week 24: Retirement Planning for Business Owners
Week 24 (Day 3)-Understanding the Basics of Retirement Planning
Week 24 (Day 5)-Efficient Planning for a Comfortable Retirement
Week 24 (Day 6)-Strategies for a Successful Retirement Transition
Week 25-28: Risk Management and Insurance
Week 25: Business Insurance Basics
Week 25 (Day 3)-Understanding the Basics of Business Insurance
Week 25 (Day 5)-Efficient Planning for Comprehensive Coverage
Week 26: Risk Assessment
Week 27: Emergency Fund and Contingency Planning
Week 28: Cybersecurity for Small Businesses
Week 29-32: Advanced Financial Strategies
Week 29: Asset Management
Week 30: Business Credit and Financing
Week 31: Financial Performance Metrics
Week 31 (Day 2)-Setting the Stage for Financial Performance Metrics
Week 31 (Day 5)-Interpreting Financial Metrics for Decision-Making
Week 32: International Finance
Week 33-36: Personal Finances for Business Owners
Week 33: Separating Business and Personal Finances
Week 34: Retirement Planning
Week 35: Estate Planning
Week 36: Wealth Building Strategies
Week 37-40: Financial Challenges and Solutions
Week 37: Economic Downturns
Week 38: Debt Management
Week 39: Handling Financial Crises
Week 40: Ethical Financial Practices
Week 41-44: Industry-Specific Financial Scenarios
Week 41: Retail Business Finances
Week 42: Service-Based Business Finances
Week 42 (Day 2)-Understanding Service-Based Business Finances
Week 42 (Day 5)-Controlling Costs in Service-Based Operations
Week 43: Manufacturing and Production Finances
Week 44: Restaurant and Food Service Finances
Week 45-48: Financial Tools and Technology
Week 45: Accounting Software
Week 46: Online Banking and Payment Processing
Week 47: Cloud-Based Financial Tools
Week 47 (Day 3)-Assessing Cloud-Based Solutions for Your Business
Week 47 (Day 4)-Implementing Cloud-Based Financial Solutions
Week 47 (Day 5)-Maximizing the Potential of Cloud-Based Tools
Week 47 (Day 6)-Gaining Insights through Cloud-Based Solutions
Week 47 (Day 7)-Posting 11/23/24
Week 48: Financial Data Security
Week 48 (Day 1)-Posting 11/24/24
Week 48 (Day 2)-Posting 11/25/24
Week 48 (Day 3)-Posting 11/26/24
Week 48 (Day 4)-Posting 11/27/24
Week 48 (Day 5)-Posting 11/28/24
Week 48 (Day 6)-Posting 11/29/24
Week 48 (Day 7)-Posting 11/30/24
Week 49-52: Year-End Financial Wrap-Up and Planning Ahead
Week 49: Year-End Financial Review
Week 49 (Day 1)-Posting 12/1/24
Week 49 (Day 2)-Posting 12/2/24
Week 49 (Day 3)-Posting 12/3/24
Week 49 (Day 4)-Posting 12/4/24
Week 49 (Day 5)-Posting 12/5/24
Week 49 (Day 6)-Posting 12/6/24
Week 49 (Day 7)-Posting 12/7/24
Week 50: Setting Financial Goals for the Next Year
Week 50 (Day 1)-Posting 12/8/24
Week 50 (Day 2)-Posting 12/9/24
Week 50 (Day 3)-Posting 12/10/24
Week 50 (Day 4)-Posting 12/11/24
Week 50 (Day 5)-Posting 12/12/24
Week 50 (Day 6)-Posting 12/13/24
Week 50 (Day 7)-Posting 12/14/24
Week 51: Setting Business Goals for the Next Year
Week 51 (Day 1)-Posting 12/15/24
Week 51 (Day 2)-Posting 12/16/24
Week 51 (Day 3)-Posting 12/17/24
Week 51 (Day 4)-Posting 12/18/24
Week 51 (Day 5)-Posting 12/19/24
Week 51 (Day 6)-Posting 12/20/24
Week 51 (Day 7)-Posting 12/21/24
Week 52: Celebrating Financial Success
Week 52 (Day 1)-Posting 12/22/24
Week 52 (Day 2)-Posting 12/23/24
Week 52 (Day 3)-Posting 12/24/24
Week 52 (Day 4)-Posting 12/25/24
Week 52 (Day 5)-Posting 12/26/24
Week 52 (Day 6)-Posting 12/27/24
Week 52 (Day 7)-Posting 12/28/24
***This series is designed for informational purposes only. This series on financial management does not contain specific financial, legal, personal, tax, or any other professional advice directly to a specific person, business, entity, or otherwise. It is advised to take the information for educational purposes only and seek professional advice pertaining to your specific individual or business needs. You agree to these terms by visiting this website. If you do not agree please close your browser.***
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