SMALL BUSINESS MANAGEMENT

SMALL BUSINESS MANAGEMENT -

BY THE BOOKS

As a Small Business Owner you need accurate information to make smart financial decisions.

Without a dedicated financial staff person, staying on top of the accounting transactions that provide that accurate information is a daunting task.

YOU NEED INSIGHTS AND STRATEGIES TO STREAMLINE YOUR OPERATIONS AND MAXIMIZE PROFITABILITY.

LET'S TURN THE CHAOS OF YOUR OFFICE...

INTO AN ORGANIZED OPERATION

BY LEARNING HOW TO MANAGE EVERY ASPECT OF YOUR ACCOUNTING MORE EFFECTIVELY!

Welcome to SMALL BUSINESS MANAGEMENT - BY THE BOOKS, my training sessions tailored specifically for small business owners like you. Gain the knowledge and skills you need to conquer -

Accounts Receivable
Accounts Payable
Inventory
Fixed Assets

Payroll
Cash Flow Management
Financial Statements Explained
Intro to Financial Statement Analysis

Get

Organized

Learn and implement processes that will bring organization to your office.

Save Time & Money

Spend more time working on what makes money for your business.

Gain Peace

of Mind

Take control of your business and stop feeling stressed.

TESTIMONIALS

Brian is a phenomenal business advisor! He has worked with me and my firm for the last couple of years. He has helped me understand my business and key financial metrics, as well as helped us align a progressive growth plan and the costs to do so! He knows finances well - and has helped us excel in our firm and knowledge! Besides, he's just a wealth of information and enjoyable to work with - get customized strategies for your company's financial needs today and future growth plans with Brian!

Carrie K - Owner, Advertising & Marketing Firm

I highly recommend Brian Berget and Berget Management & Accounting for anyone seeking exceptional accounting and financial expertise. Brian played a pivotal role in our ERP implementation, ensuring a smooth transition and helping us clean up our financial records to set a strong foundation. His support in developing and refining our financial processes was invaluable and instrumental in our success. Beyond his technical skills, Brian’s dedication and depth of knowledge in financial management and operations have made a lasting impact on our team. Personally, I’ve gained an immense amount of insight and practical knowledge from him, which has strengthened my understanding of financial operations. We couldn’t have achieved these milestones without Brian’s guidance, expertise, and commitment. I am truly grateful for his partnership and would gladly work with him again.

Kimberly K - Corporate Administrator, 3D Printing Company

I will start by saying Brian was exactly what our family-owned company needed. When Brian reached out to our company it was through a mutual professional acquaintance. I will admit I was somewhat leery to share company information with someone I had never met. So, I requested a meeting in person… its then that we decided to give the business relationship a go. I have worked with Brian for over a year now and its has been nothing less than remarkable. He helped us overcome a great hurdle with straightening out our company financials and has been of much value advising us thru the 2020s economic uncertainties. Brian is a pleasure to work with and very accessible. But I will end by saying this; The best thing about Brian is that he genuinely cares and has taken the time to build a personal relationship not only with our company but also with us.

Robert V - Owner, Service & Rental Company

Working with Brian has been an absolute pleasure! He takes the mystery out of finance and accounting and makes things easy to understand, which is huge for those of us without a financial background. Brian has this natural way of breaking down complicated stuff into insights we can actually use. He’s not just advising—he’s genuinely partnering with us, making sure we feel confident and in control. If you’re a small business looking for financial guidance, I can’t recommend Brian highly enough.

Madison M - Agency Manager, Advertising & Marketing Firm

TRAINING SESSIONS

OPERATIONS BUNDLE - With the Operations bundle, you'll gain the tools and knowledge to streamline your Accounts Receivable, Accounts Payable, Inventory, Fixed Assets, & Payroll. You're not just learning, you're gaining understanding & control of 40 critical business processes that will save you time and money. A $400 value - this comprehensive training is available to you for just $119.

Order the Operations Bundle

MANAGEMENT BUNDLE - The Management Bundle provides the tools and knowledge you need to make informed decisions and drive growth. You'll learn how to forecast cash flow and interpret financial statements - the information needed to make smarter financial decisions and improve profitability. A $450 value - your price for this knowledge is only $139.

Order the Management Bundle

TOTAL PACKAGE - Why settle for half when you can have it all? Take control of your business today with training on every essential financial and operational tool your business needs. A $850 value - it's all yours for just $199.

Order the Total Package

Want more details? Click on 'Read more' above.

Each session consists of a 20 - 35 minute presentation, a Powerpoint handout for taking notes, worksheets & lists pertaining to the subject being presented, and an outline of standard processes for each topic in the Operations Bundle.

THESE PROCESSES WILL BE THE KEY TO ORGANIZING YOUR OPERATIONS.

Processes lead to consistency

Consistency leads to accuracy & efficiency

THIS TRAINING IS FOR YOU!

You've got the drive. You've built something you're proud of. But let’s get real: passion doesn’t pay the bills, profits do. And being good at what you do? That’s just the starting line.

The truth is, most small businesses fail—not because the owner isn’t talented, but because they don’t have the financial systems to turn passion into profit. That’s where we come in.

This training is designed to give you the tools that successful businesses use to manage cash flow, maximize profits, and grow the business—even if you don't have a full-time CPA or finance team.

You’re here because you want more than survival—you want to thrive. This training gets you there, faster.

"You have to understand accounting - it's the language of Business."

Warren Buffett

ALL CONTENT IS PURELY FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INVOLVE PERSONALIZED ADVICE OR SERVICES.