Small Business Finance Webinar Series
Learn practical financial insights to grow and strengthen your business.
This free webinar series is designed for small business owners who want to better understand the financial drivers of value, growth, and decision-making. Each session runs 30 minutes, followed by up to 15 minutes of live Q&A. Gain clear, actionable knowledge you can apply immediately to strengthen your operations and improve long-term business success.
Upcoming Sessions
Strategic Finance for Construction
A free two-part webinar series for construction owners: stop treating your financials as paperwork and start running the company by them. Two 45-minute sessions on the metrics, rhythms, and decisions that make contractors more profitable — and help them grow on purpose. Presented by YC Partners, your CFO partners.
Session 1:
From Accurate Numbers to Better Decisions
Can you trust what your financials are telling you — and are they telling you anything useful? In 45 minutes: the fundamentals of accurate construction reporting, margin at three altitudes (company, segment, job), why profitable contractors run out of cash, and the owner’s dashboard that turns monthly reports into better decisions.
You’ll walk away with
- A plain-English understanding of the three reports that matter — P&L, balance sheet, and WIP — and the five signs your reporting can’t be trusted yet (with a downloadable self-diagnostic)
- The case for measuring margin by segment, down to contribution margin — so you know which lines of business actually pay for themselves
- A monthly reporting rhythm and a 6–8 number owner’s dashboard template that catch margin fade months before it hits the P&L
Session 2:
Growing on Purpose
More revenue is not the goal — more of the right work, at the right margin, at a pace you can fund, is. In 45 minutes: uniting your financial and field data, contractor unit economics, choosing the segments worth growing, and stress-testing the bigger year before you bet the company on it.
You’ll walk away with
- A practical way to link field data to financial results — and catch margin fade weeks earlier than your job reports can
- The sustainable growth rate: a simple calculation of how fast your margins and working capital can actually fund growth (with a downloadable worksheet)
- Five warning signs you’re growing too fast, and the maturity-ladder self-assessment to identify your company’s next step
Past Sessions
Session 1: What is Value
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Value is not created solely by adding more revenue or net income
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Value is subjective
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Operational changes can increase value even if net income does not
Session 2: What is Contribution Margin
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Definition of the concept & why it matters to know this for your business
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How available capacity impacts contribution margin per revenue segment
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Using this information to guide growth decisions
Session 3: Improving Financial Reporting for Strategic Usefulness & Value Creation
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Works no matter what finance software you are using
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The foundation is how you think about your business
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Better data leads to intentional, sustainable growth
Session 4: How Operational Inefficiencies Reduce Value for Small Businesses
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Confusion creates inefficiency
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Managers must understand how value is created in your business
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Improving accountability increases value in multiple ways
Session 5: Growth Strategies Based on Business Type
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Businesses that are geographically constrained
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Businesses that are not geographically constrained
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B2B vs. B2C businesses
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Identifying the best growth path for your business
Tips for Budgeting and Forecasting for Business Leaders
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The purposes of Budgeting/Forecasting
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How to think about planning both financially and operationally
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What data you need to do this well
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What you should be able to use this for once you have developed it
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What to do if your current process is not giving you what you need
Book a 30-minute Virtual Appointment
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