PRIORITIZE WITH INTENTION

This class will help you:

  • Know Your Numbers

    Great businesses start with informed owners —gain confidence with clarity and data-driven decisions. I'll share industry benchmarks and we'll create your own! What gets measured, gets done.

  • Set Sales Goals

    I'll show you how to calculate your Break Even Point easily and create Sales Goals for your desired Profit. Need more inventory? You'll know how to calculate how much inventory you need for a given period. Have too much? You'll know!

  • Decide What's Next

    Once you follow along with this system, you'll be able to replicate it on your own -each year and as your business evolves. A budget is not restrictive; it allows you to prioritize and be intentional with your spending.

  • Pay People

    Know how much you should and can pay yourself and your team members. Calculate Payroll Taxes and know what to expect with added benefits like 401k. Know your responsibilities based on your entity type.

Course curriculum

  • 1
    Introduction to Budgeting
  • 2
    Live Workshop Library
  • 3
    Reviewing Your Financial Status
  • 4
    Setting Financial Goals
  • 5
    Implementing Your Budget Plan
  • 6
    Review and Next Steps
  • Welcome to Your Budgeting Workshop! The Fine Print 🔍 Why Learn Budgeting for your Jewelry Business from Mariel? Budgeting Workflow FREE PREVIEW The Importance of Budgeting 📌
  • Live Workshop Resources - Why? LIVE Budget Workshop Recording Accounting for Jewelers Budgeting Workshop Slides- Nov 2024
  • Review - Step 1 Review to Create your Basic Budget Assessing Revenue Streams Identify all Outflows Review - Step 2 Review with an Assessment Reconsider your Outflows ✨Profit First Resources Profit First Assessment by Mike Michalowicz Profit First One Sheet Overview
  • Aligning Goals with Business Vision
  • Monitoring and Adjusting Your Budget
  • Planning for Future Growth

Ready?

I've trained budgeting to jewelry businesses one on one, and this course was built from the desire to help more people with the understanding that every one needs to go at their own pace.

But I don't use Xero, QuickBooks, or...

This course will work for you regardless of the software you're using (or not) and no matter what evolution your business is in.