ELEVATION TRAINING
Elevation Training supports you and your business in these key areas:
Strong Structure
- Using the right business type for your family, to create income and share it, to share it, to save tax, and protect existing assets.
- Ensure systems and procedures are in place that help new team members come into your business with ease.
- Make sure your payroll is set up correctly so that there are no issues with obligations, taxes, leave or other staff queries.
- Create a buffer in your business so that you can withstand turbulence — a month of staff illnesses or someone leaving will not devastate your business.
- Grow your business without you having to grow the number of hours you work to make it all happen.
Relevant Reporting
- Learn the skills to do your own bookkeeping quickly and accurately.
- Know which reports to run on a monthly basis and how to read them.
- Navigate your bookkeeping program with ease.
- Get into a rhythm of doing your bookkeeping regularly and with confidence, with the backup of knowing someone's in the background ready to give assistance.
- Track key numbers in your business to help increase profits.
- Get payroll reporting sorted quickly at the end of financial year, knowing that it is accurate, with less questions from your staff.
Cashflow Clarity
- Understand your numbers and how much income you need to cover all your business costs.
- Set up bank account buckets using the Profit First method so that your money has a purpose and can work to reduce the stress about paying bills.
- Stop putting money into the business to top-up funds so that you can pay bills.
- Make sure that the business can afford to pay you — the most important person in the business. (Because if you weren’t running the business, would there even be a business?)
- Put aside money for the important things - looking to bring on more staff or buy some new equipment? Let's put a plan in place.
Timely
Taxes
- Paying tax is a part of running a business, and there are some taxes you can’t avoid.
- Don’t be scared of tax bills, make sure you plan in advance by putting aside the right amount of money for tax.
- Lodge your own BAS forms with confidence, knowing that it's been checked by a tax professional.
- Pay your BAS on time and celebrate with us as you never have another ATO Payment Plan ever again!
- Know which taxes you can minimise or reduce by having clear guidance and information at your fingertips.
- Ask tax questions year round, so that you don't have to wait until tax time.
Elevation Training has 2 main components:
Membership
Community
Join the weekly calls to learn, network and ask questions, so that you don't feel stuck.
Join our quarterly calls for a reflection of where you have been and what you will work towards for the next quarter.
All of these sessions are focussed on what you need to move forward - to complete your BAS, prepare your taxes, or improve your cashflow.
Times vary throughout the year to give members a chance to attend if they can't make a certain timeslot.
Use the forum to ask questions and get information from the team rather than waiting for a reply to an email.
Training Library
Videos and checklists, workbooks and information for you to call on at any stage.
All categorised with the codes to help you find what you need:
CC - Cashflow Clarity resources - including how to set up Profit First in your business
RR - Relevant Reporting resources - Xero and MYOB training - how to do your bookkeeping but also what reports you need to run
TT - Timely Taxes - how to understand what you need to know about taxes for your business, or personally
SS - Strong Structure - resources to help you understand different business structures, systemising your business so that you can take more time off to travel, and making sure that there's foundations you can build your business on.
Join Here:
'Jodi as a teacher will make you feel so seen and heard that none of your questions seem silly!
I never felt judged or shamed for being so naive to certain aspects of running a business, she supported me each week to understand the true why of each part and process.
Her support and confidence in me created excitement and confidence in myself and has truly changed our business and personal understanding of finances forever.
Jodi is exactly the person you want leading you through this course, I can not thank and recommend her enough!'
Laila - Rosaline Skateboards
SET UP PROFIT FIRST
Step by Step, take a self - guided but fully supported step into using Profit First in your Business.
Go from uncertainty, worry and sleepless nights, to confidence, clarity and truly knowing where your finances are at.
BUSINESS SKILLS PROGRAM
This 6 module program steps through a series of upskilling for partners of business owners who have been thrown in the deep end and have taken over the books and admin of the business. Run through how you can take control of the finances and talk to your partner confidently about how the business is going.
LEARN XERO
Want to know more about how to use xero, so that you can have more control?
Learn what's important and what you can set up as rules to reduce your data entry time and get back more of your day.
Then back up your data entry skills by learning how to check your work and review reports.
LODGE YOUR OWN BAS
Ready to bring back your BAS lodgements to yourself?
Learn the key things to review and update for your business. Bring your reports to a meetup and have an experienced tax agent review your work before you lodge.
GET CASHFLOW ADVICE
Are you already using Profit First but it's not quite working for you? Bring your questions to the meetups and we can review to see what tweaks are required to give you a better outcome.
This might be adjusting percentages, increasing prices, reducing costs or a combination of strategies.
MINIMISE YOUR TAXES
Do you have an interesting tax question, based on personal or business taxes? Bring them to the meetups and get advice on the spot from a Tax Agent with over 20 years experience.
Note - some questions may need research and may not be able to be answered on calls.
ITS NOT JUST ABOUT YOUR BUSINESS
Running a business can be lonely. We are here to be a friendly face, to bounce ideas off, to be your cheerleaders, and to help you be the best business owner or business partner you can be!
Sometimes it's about human interaction and the outside life, rather than business, that you will show up for calls.
SET GOALS & TRACK PROGRESS
Take a pause to reflect on how your business has gone for the last quarter, and follow our coaching workbook (Your Passport to Success) to set some goals for the next quarter.
Planning can be a "nice to have" when you are stuck in the thick of running your business. Join us to work through it together and celebrate your successes with us!
Join Elevation Training today to get your free Business Traffic Light Report
For a limited time, all new members will get a free Traffic Light Report, that outlines that areas of your business that you might want to work on first.
This includes:
- a review of your Xero or MYOB file
- a written report with colour coding of the good, bad and ugly of your business (based on our review)
- a curated list of 3-5 resources within the Library so that you can get immediate wins from the training
- the host, Jodi, having a better understanding of your business and therefore you will get more customised training and advice at the meetups.
* must invite Jodi or a member of the Northwest Accountancy team to your file.
* to be completed within the first month of membership (due on the first month anniversary)
Can I cancel any time?
What personalised support do I get?
What experience does the host have?
Who else might we see on calls?
"Use a Certified Profit First Professional to implement Profit First in your business"
- Mike Michalowicz - Author of Profit First