Tuesday, October 08, 2024

Financial Processes for the IT Services Firm: 5-week course starts October 15th

Financial Processes for the IT Services Firm – 5W07

Taught By: Rayanne Buchianico


Five Tuesdays

October 15 - November 12 - 

Register Now

All classes start a 9:00 AM Pacific / Noon Eastern


You're guaranteed to learn something that will make or save you the price of admission!

Rayanne always updates her class and handouts every time.


There are few things more important than the finances of your business. But most technology consultants didn't get into business to run balance sheets or figure out cash flow.

This class provides unique content from a unique teacher! Rayanne is a managed service provider from Tampa, FL. She is also an accountant and an Intuit certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.

Quick Intro Video:

Topics for this class include:

  • Learn to read and understand your Balance Sheet and P&L Statements
  • Create a chart of accounts that makes sense for your business
  • Separating out information on the P&L for management decisions
  • Entities and tax considerations - understanding how your entity is taxed. Handout is a tax projection worksheet for this year's taxes
  • Cash flow forecasting - Handout is a cash flow projection spreadsheet to forecast revenues and expenses
  • Understanding margins and ratios - Deep dive into the P&L and Balance Sheet to understand how the numbers work together to make decisions. Handout is a worksheet on calculating and understanding the ratios & margins.
  • Use margins to price your services for profit
  • Calculate billing and burden rates
  • Action plans for success

. . . and More!



Unit One: Introduction to Your Company’s Finances

Unit Two: Cash Flow Forecasting

Unit Three: Margins, Ratios, KPIs, and Breakeven points

Unit Four: Jobs, Budgeting, and Internal Controls

Unit Five: Planning for Taxes

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Delivered by Rayanne Buchianico, Financial Coach and QuickBooks Advisor. Rayanne has been an MSP - managed service provider - for many years and advises MSPs on how to get the most out of their QuickBooks and PSA integrations.

Includes five weeks of webinar classes with related handouts, assignments, and "office hours" with the instructor.

Each class is 50-60 minutes, although we often take extra time for questions.

This course is intended for business owners and managers. It is particularly useful for the Owner or Operations Manager.

Only $399.00 

Register: Financial Processes for the I.T. Services Firm


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About IT Service Provider University

ITSPU is the premier training provider for real-world education in managed services and all aspects of running an IT consulting firm. We provide twenty-five courses (five weeks each) on all aspects of business side of running your company.

Since 2013, ITSPU (formerly Great Little Seminar) has educated thousands of IT consultants on service management, finance, client relationships, employee operations, and more. You can review the entire course list at https://www.itspu.com/classes/.

From organizing your finances to developing your company culture to managing your service board, ITSPU has your back.
  • Earn badges & certifications
  • Step-by-step how-to on topics you need
  • Delivered live and on-demand for “always on” access
  • Taught by well-known industry experts
  • Improve your culture, consistency, service delivery and more

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