top of page

Our Services

We provide accounting training and consulting services that raise the accounting literacy of our clients so they have additional knowledge and confidence to make more informed business and management decisions.   

Our Courses

Our flagship Let’s Talk Finance ™ course uses the Color Accounting System ™ technology to teach accounting literacy in a fun and engaging way that breaks down barriers and challenges traditional teaching methods often see.  We offer 4-Hour Seminars or 8-Hour Workshops to deliver the key conversations of accounting.

​

Color Accounting System ™ technology can be used in a variety of ways to support individuals and businesses of all sizes and across all industries.  We host courses that focus on either service or inventory industries.   Individuals or small organizations may register to join others in the course that best suits their needs.

 

We also can come to your organization and provide minor customization to include specific focus on your financial statements as we work through the course.  For an additional fee, we can introduce sections of customized content that provide a deeper dive into a particular business need along side the basic content.

 

After the initial Let’s Talk Finance ™ discussion, we can dive deeper into your accounting needs with additional courses in the Now Let’s Talk ™ series to dig into topics like budgeting and cashflows, or with fully customized training and consulting services tailored to your organization.  As your organization’s needs grow, we grow with you.

Who We Serve

Restaurants & Retail – Are you looking for your store, regional, or divisional managers to understand their impact on the P&L and be able to make better operational decisions to manage their responsibilities?  Having a basic understanding of accounting transactions and financial statements provides them with the fundamentals they need to understand how what they do influences the company’s success.  We can customize our courses with your financial statements and industry metrics to focus your team on what is best for your business!

 

AR/AP Accountants – Do you or your staff have limited education or financial area experience yet are looking for a way to expand knowledge and understanding of the financial transaction and reporting process to get that next raise or promotion?  We can provide a certification of course completion to demonstrate your initiative and validate the hours completed to learn the fundamentals of accounting literacy.  Explore broader and deeper transactions to make your way to staff or general ledger (GL) accountant.

 

Attorneys – The practice of law often has you interact with bankers, the IRS, your clients financial statements, and significant financial transactions.  Feel more confident in your conversations with these groups and improve your ability to ask key financial questions to deliver the best results.  An basis understanding of accounting also helps your associates to better understand the importance of their role to the firm’s financial success and your billing cycle.  A win for everyone!

 

Medical Practices – Owning a practice is a great sign of achievement, but it also involves a whole different world from the medical skills acquired.  Billing processes and finances can be incredibly complex to navigate, even when you engage service providers and skilled employees to assist.  Basic accounting literacy helps you to better understand how the transactions flow through the process so you can better manage the business finances and make informed operational decisions, as well as be able to confidently engage with your service providers.

 

Entrepreneurs – Starting your own business usually means you need to have a basic understanding of all aspects of the business.  Many struggle with understanding the difference between profitability and having cash to pay the bills, or get quickly overwhelmed by the thought of organizing all the data and transactions.  The course includes conversations of how accountants organize data to produce financial statements that help you evaluate your business to make informed operational decisions.

 

Student Athletes – Recent Name Image Likeness (NIL) rules now allow student athletes to earn income earlier in their careers.  Access to this level of income so early in life can be intimidating for someone inexperienced with money.  Whether already in college, or a high school student exploring their options, our courses provide fundamentals of understanding personal finances, entrepreneurship, and how to ask critical questions for decision making to balance time spent on NIL with the responsibilities of class, sports, and future reputation.

 

Universities, Colleges & Accounting Clubs – Do you know someone who has struggled to memorize accounting basics like Debits and Credits, terms and acronyms, or how the financial statements work together?  This program is broken down into a curriculum for certain colleges and universities to change up how we teach Accounting 101 to better reach the minds of a diverse student body to set them up for success.  It also may be used to supplement content in accounting clubs or tutoring sessions to assist those who might otherwise be struggling with traditional teaching methods.

 

Home School & Education Pods – Are you home schooling your children or have them involved in other co-ops or pods?  Basic accounting skills help them to understand their own finances, set them up with a foundation for working in any business, and teach them the fundamentals needed for entrepreurship.  As they unlock the secrets of how financial statements work, they will gain excitement and enthusiasm to release their own creativity and ideas.  They will have the opportunity to practice transactions within their own “business” to engage them in real life scenarios.  Take a break and let us host your children for a day of fun and learning!

Course Structure and Pricing

We offer hosted events that focus on either service or inventory industries.  These events require a minimum number of attendees and cost $550 per person for an 8-hour workshop (4 conversation format) or $375 per person for a 4-hour seminar (2 conversation format).  Check out our events page to see dates of upcoming courses and to register.

 

Discounts for students may apply so contact us for additional details.

​

Length of course, number of attendees, and amount of customization all impact pricing for us to come facilitate a training at your business or organization.  Please contact us and we will reach out to you to discuss details and put together a proposal.

 

Want to learn more about our course formats?  Click to explore what each format has to offer!

bottom of page