Watch This Video to See If You Know Enough to Skip This Course!

We will walk through the entire life-cycle of Affluence Financial Planning purchasing some time from a financial planning subcontractor in order to have them run a financial planning event.

  • Purchase Order and Bill for their time.
  • Estimate, Sales Order, and Invoice for selling a sponsorship.
  • Invoice for selling tickets.
  • Expenses for decorations for the event.
  • Credit Notes for refunding some tickets.
  • Vendor Credits because they gave us some free hours because of how much PR they got.
  • Retainer Invoices because we signed some consulting retainers from the customers that came!
  • Recurring Invoices for an annual subscription we created.
  • Recurring Bill because we decided to bring back this subcontractor on a monthly contract.
  • Generating a Profit and Loss Statement from everything we just did.