
Financial Plan for a Profitable Business
In 2 hours you can increase your knowledge of the financial side of your business.
Waiting to talk to your accounting team or CPA or learn on your own is not going to move you quickly enough to where you need to be. As the owner, YOU are responsible for the financials at the end of the day.
The Importance of Your Financials
- Use them to make more informed decisions
- Used in getting loans for your business
- The basis for your taxes – income tax, payroll tax, sales tax
- Serves as one indicator for any unusual things in your business
SMALL BUSINESSES ARE MORE AT RISK FOR EMBEZZLEMENT & FRAUD
It’s a fact, unfortunately, but you can do things to minimize it.
Learn what to look for and how you can limit it.
Accounting can be complex so I’ve developed Stages so you know what to focus on, depending on where you are.
This course breaks the accounting process down into 5 stages. This allows you to know what to focus on after going through the whole course. Become more comfortable with the financial side of your business – from accounting terminology to internal accounting controls.
Stages of Accounting in the Course
Stage 1: Foundation
Stage 2: Clarity
Stage 3: Building
Stage 4: Momentum
Stage 5: Accelerate

Sign Up Today
Does your stomach hurt just thinking of numbers or when you hear terms like financials, balance sheets, and cash flow?
This course will make you feel more comfortable the next time you think about it or hear these words. It’s step by step and easy to understand.
For just $297 – you can have more peace of mind about your financials.
It’s not enough to just have an accounting team or CPA. You need to know what questions to ask and what to monitor if you want to be more profitable.
You can’t eliminate embezzlement and fraud, but you can limit it. But you have to know what to ask and monitor.
See the breakdown of fraud cases in a recent study.
- Employees represent 44% with an average dollar of $60,000 per case
- Managers represent 32% with an average dollar of $139,000 per case
- Owners or Executives represent 21% with an average dollar of $438,000 per case

How Fraud was Detected
- #1 way: Tip 37%
- #2 way: Management Review 15%
Source: 2020 Global Study on Occupational Fraud and Abuse by Association of Certified Fraud Examiners
U.S. Business Owners
Janet Daniel Stelly, LLC shares financial information, but it should not be interpreted as legal or financial advice. Prior to making any business decisions, you should consult with your Certified Public Accountant (CPA) and/or attorney for your respective business or personal use.