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Do you know if you are making a profit? Is your firm's financial system organized so you're on top of your billings, have good cash flow, and can keep your hard-earned gains from turning into a loss during the recession?
Organizing the firm's financial system and getting a handle on the numbers is a real challenge for most professionals. However, setting up a system that is practical and user friendly, and learning how to budget and manage your cash flow are a lot simpler than you think.
Learn how to: organize all the receipts and invoices you receive; track project costs and time so it's easier and faster to bill; set up the 'Chart of Accounts'; forecast revenues and expenses and the flow of money in and out of the practice; actualize the budget with monthly 'tune-ups'; create a cash flow management system; use the budget and cash flow plan to make strategic business, marketing and project management decisions; standard financial management procedures you should carry out monthly, quarterly and annually.
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Hanging your own shingle is a dream for many professionals but the road from dream to reality can be bewildering. Learn everything you need to know to get your practice off the ground easily, quickly and without any expensive mistakes!
Going out on your own is a dream for many professionals, but the road from dream to reality can be bewildering. Setting up your practice properly, before you are really busy with client work, will spell the difference between a great new adventure or a stressful career experience.
You will learn: how to approach your practice strategically; how to choose a practice structure and legal framework; risk management systems and protocols; financial set up & management; operational set up and management; how to develop a brand a marketing strategy; business development.
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Do you have what it takes to deliver quality service with limited resources and time in a market dominated by full-service firms?
Running a solo practice is a unique experience that offers the best of both worlds: the freedom to practice as you wish without the typical constraints and politics of a multi-person office. But it's not without its challenges: learn how to fine-tune your practice to reap the full benefits and reward of practicing solo.
You will learn: how to approach your practice strategically; how to review and fine tune your operational systems; how to make the most of your time; managing risk; how to audit your practice's performance.
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A new generation of website systems make it possible to get a site up-and-running in one day, and content management tools make updating your website as easy as typing a letter.
'The Business of Website Design' is a half-day crash course on the consulting and business side of web design. Learn all you need to know to answer clients’ questions and be able to guide them from step 1 through to the launch of a new website.
You will learn: How to assess your clients’ needs; Strategies for dealing with existing websites; Content management systems and software; How to register domains and setting up effective web and e-mail hosting systems; Structuring the content of the site so it's a true reflection of the clients’ brand and services; Content update strategies; How to set the site up so it's 'optimized' and Google and other search engines can find it; Fee structures.
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Is your practice crisis-proof? Do you have a plan in place for dealing with a business interruption due to fire, an illness or an epidemic? Are you prepared for a recession, a cyber attack or an internal theft?
A crisis prevention and management plan will help you establish the systems you need to overcome a crisis.
You will learn: methods for keeping your files and records safe; how to prevent internal misappropriations; how to protect your intellectual property; how to prevent labour and business problems and litigation; how to set up delegation strategies and people back-up plans
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Workflow Infrastructure
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Is rapid growth resulting in uncontrolled chaos? Every growing firm has critical periods when tried-and-true systems and procedures stop working.
To make it through the thresholds and move up to the next level, you must restructure operations and personnel in order. Firms typically hit thresholds when they number 4 to 6 people; 9 to 11 people; 15 to 16 people; 20 to 22 people; and so on, reaching new thresholds approximately every 5 employees.
You will learn: how to design your position descriptions; .how to define relationships between positions and communicate effectively within your organizational hierarchy; .how to establish rock solid backup plans; .planning for succession as your practice grows
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“Johanna provided timely advice on establishing my new firm and covered, in one day, issues that would have taken weeks, or even months, to cover on my own.
She provided time and money saving value as I charted into independent practice, the nuts and bolts of which my legal training did not prepare me for. She helped me understand my potential clients and define my services, prepare budgets and learn how to manage cash-flow.
Johanna was particularly helpful in advising on relationships with strategic partners and contractors. I recommend her expertise and service to anyone who is making THE LEAP and needs strategic advice in order to do it in an efficient and effective way.”
Laura Zizzo
Zizzo Climate Law
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