Instructions: The initial steps for onboarding or starting your coaching program is to read the Coaching Guidelines. Each Module should be downloaded and placed into a folder for reference during Zoom meetings and follow up to progress through the program.

Module #1: Financial Control

Module #2: Structure of the Practice

View Module 1, Financial Control in the Flip book below

View Module 2, Structure of the Practice in the Flip Book below

The below diagram shows the format of the Profit & Loss statement as a Percent (%) of Income. This affords the owner, as the CFO, to control costs on a monthly basis as the year progresses. Accounting procedures must be an Online Platform, such as Online QuickBooks, or Xero or similar, giving the owner instant access at any time no matter where he or she is located.

A downloadable PDF called “Expense Categories Explained” is below the diagram as a “button” so it can be sent to your CPA and/or Accounting person.