Establish Your
Biz Finances
Establish and Manage your Biz Finances, develop revenue streams, build your business and personal credit, get business insurance, sales tax permit, and get business capital.
“”I want to develop a plan for tracking inventory, executing marketing strategies, growing my LinkedIn and social media, and generating enough revenue to the point where money is never an issue.”
Tess House
Get the Deets
Here is what you take from this pre-recorded course from our #startlaunchgrow program:
Welcome Lesson: Overview of Business Finances
In this welcome lesson, you will learn why it is necessary and mandatory to have great business finances.
Lesson 1: Budgets and Such
Learn how to establish your business budget. Understanding how to budget matters, so you can maintain your operation while adjusting your budget as you grow. Then create yours with our guided exercises.
Discover:
* Best tools to create your budget
* How to formulate your budget
* What a budget should include
* What is a business budget
* How to manage your budget
Lesson 2: Taxes and IRS
We brought in an expert. He is also my accountant. He will answer various questions to help you understand not only taxes in general but also how to stay in compliance. You will learn all about dividends, choosing a Certified Public Accountant, and so much more. Sit back because this one will be a bit lengthy. Then you will download our deadline sheet to ensure you stay on track with your taxes.
Discover:
* IRS deadlines every business must know
Lesson 3: Sales Taxes
During this lesson, you will learn about sales tax. Please understand every state has different rules that apply. In this lesson, I am discussing the state of Texas regarding its rules around paying sales taxes. Please consult your local state comptroller office to find out more information. Listen, tune in, and take notes then take action to get your sales Tax permit for texas.
Discover:
* All about sales taxes
* Who must get a sales tax permit
* The rate you must pay
* Where to go to apply
Lesson 4: Connecting with a Consultant
I am here to teach you real-life practical solutions that work across the board no matter what type of business you have. However, everyone has a nitch business that will have resources, tools, and certain operational processes unique to your business. This is where a consultant comes in. Understanding the use of a consultant will save you money. Just like you, they are in the business of making money. This lesson is put here because I want to make sure you get good use of whatever consultant you choose so you don’t waste time or money.
Discover:
* why you should have a business phone
* where you can get a business phone now
Lesson 5: Grants and Such
In this lesson, you will learn everything you need to know about Grants. I am not an expert on this so I brought in a guest expert to teach you all. If you have questions and would like to consult with him take action now by scheduling a consult with him. His contact information is within this lesson.
Lesson 6: Income Streams
ou will learn how to plan your income streams and sales based on the activities you decide to put in.Then you will take action to plan your profits!
Discover:
* Planning Your Revenue
* Planning Your Sales
* Planning Your Profits
Lesson 7: Establishing Your Personal Credit
I created this lesson, to teach you about how to build your personal credit and what to do to take control of your personal credit. Tune and take notes on our worksheet, then take action to take control of your personal credit with our step by step guide.
Discover:
* Why you need your Personal Credit
* How to Read Your Credit Report
* How to Manage, Build & Improve Credit
Lesson 7: Setting Up Your IT
In this lesson, We not only teach you all about IT (Information technology systems) and why you must have your IT established efficiently. I also take you behind the scenes in my business. Next you will then execute this lesson with our guided exercises.
Discover:
* All about IT
* Why you should have a system in place
* What IT systems you can put in place to run your business. Watch this lesson, then scroll past the graphic to set up your IT systems in your business.
Lesson 8: Establish Your Biz Credit
In this lesson, you will learn how to build your Business Credit. I will take you through how to build your credit and all the terminology in the world of business building. Then you will take action build your business credit.
Discover:
* All about Business Credit
* How to Establish Your Business Credit
Lesson 9: Business Insurance
In this lesson, you will take action to get your business insurance for your business as well as other options to protect yourself personally.
Discover:
* What is Business Insurance
* Types of Business Insurance you can get for your business
* How having insurance has saved me
Lesson 10: Getting Business Loans & Working Capital
This lesson will teach you all about working captial and how to get the working capital you need for your busines with your step by step process.
Discover:
* Understanding Debt to Income Ratio for individuals
* Understanding Debt to Income Ratio for Companies
* The magic numbers you need to get capital
Plus there´s more……….Get your certificate upon completion.
Upon completion, you will receive a certificate of completion for Marketing and be recognized as a ExcellU marketing professional. The Excel University Certification Program in Marketing prepares professionals, leaders, and organizations to create and implement our result-oriented strategies and a competitive edge in today’s marketplace. Successful completion of the program requires mastery of each of the lessons.
Still not sure, watch this video now:
Why you need this program
This program is a must for anyone wanting to learn or how to set up efficient operations and systems in their business. From setting up your customer relations management software, to your information technology, establishing your business’s phone and address, and operational work flows, it is all here.
This training is for you if:
- You want to learn how to establish efficient systems in your business.
- You want to reestatblish or reorganize your operations in your business.
- You need a refresher to ensure your compliance in your business.
Meet Your Biz Mentor
Roxell Richards is a trial attorney, entrepreneur, business development mentor, community activist, and rainmaker. She has built her law firm from the ground up to a multi-million dollar machine and served as countless business consultants and general counsel to celebrities, brands, companies, and people looking to build a purposeful and sustainable business.
Her ability to see opportunity in almost any setting is unmatched. She created partnerships with some of the biggest companies and brands in the business. Her real yet loving style in teaching and mentoring other business builders resonates with so many people that they are motivated to take action because she doesn’t hold back
Frequently Asked Questions
Is this program refundable?
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If I have questions about something in this training, can receive support?
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Am I a good fit, if I don't have a business already?
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What if I am an employee at a company, can I use this program?
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Testimonials & Praise
Kenithia Evans
“When I first signed up, I was lost and did not know much about being an entrepreneur. I knew what type of business I wanted to have but I had no idea where to start. There were so many avenues that she showed me how to navigate correctly in order to prevent unnecessary issues. I would HIGHLY recommend any course that she offers.”
Testimonials & Praise
Kenithia Evans
“When I first signed up, I was lost and did not know much about being an entrepreneur. I knew what type of business I wanted to have but I had no idea where to start. There were so many avenues that she showed me how to navigate correctly in order to prevent unnecessary issues. I would HIGHLY recommend any course that she offers.”
Testimonials & Praise
Kenithia Evans
“When I first signed up, I was lost and did not know much about being an entrepreneur. I knew what type of business I wanted to have but I had no idea where to start. There were so many avenues that she showed me how to navigate correctly in order to prevent unnecessary issues. I would HIGHLY recommend any course that she offers.”
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