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How to Create a Financial Plan - Financial Planning Basics
Recorded Webinar (online)
Small business financial planning
Date: January 25, 2024 Duration: 1 Hour Language: English View webinar Viewing this webinar requires some basic information. This data is only used within SCORE and will not be distributed to any third parties.
About the event

Download the webinar transcript.

Starting a business can be daunting, but creating a financial plan can help you make confident and informed decisions, giving you a better chance at long-term business success.

Join this educational webinar, where our expert presenter Phyllis Johnson, will break down the critical elements of business financial planning into simple terms so you are more informed, understand your numbers and can make better financial decisions.

You will learn:

  • What is a Financial Plan and why it's Necessary 
  • Benefits of Financial Planning for Your Business
  • Financial Tools
  • Basics of Financial Planning/Reports
  • Steps to Creating a Financial Plan for Your Small Business
  • Common Financial Planning Mistakes
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About the presenters
Phyllis Johnson
Phyllis Johnson, Owner & CEO, launched PKJ Consulting in 2015. PKJ Consulting is an Accounting & Consulting Services company for small businesses that provides accounting, bookkeeping, consulting, taxes, payroll and startup services.
Read Phyllis's full bio
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