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ConnectWise Certifications | Business Builders Finance Management

This course helps business owners gain knowledge of the key KPIs, tools, and strategies for managing the financial aspects of your business effectively, to ensure your business grows and remains profitable over the long term. The ConnectWise Business Builder certifications will help you learn everything you need to know to stay on top of your finances, grow your pipeline, close more deals, retain more clients, and develop leadership teams that will help fuel your business. Course Topics: • Managing and optimizing your balance sheet. • Implementing tactical strategies to improve cash management. • Employing strategies for budgeting and forecasting for sales and technical operations. • Developing budgets using cash and accrual accounting methods. • Utilizing KPIs to measure how effectively your company is achieving key business objectives. • Identifying the benefits of succession planning and special considerations for implementing a successful succession plan.

Skills / Knowledge

  • Budgeting
  • Budget Analysis
  • Budget Development
  • Succession Planning
  • Accounting
  • Forecasting
  • Cash Management