penny wallace
speaker
virtual back-office & finance strategist, & consultant
book penny to speak at your event
To inquire about having me speak at your event, please email: [email protected]
Penny speaks on a variety of business topics related to back-office operations. She is currently booking speaking engagements for the last part of 2024 and the first half of 2025.
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Penny's mission is to help female coaches and service providers simplify their back-office operations to save time, money and anxiety so they can focus on growing thier businesses.
Penny speaks on a variety of business topics related to back-office operations. She is currently booking speaking engagements for the last part of 2024 and the first half of 2025.
#FunFact
Penny was born and raised in small town in Northern California. She worked in the Central Valley and San Francisco Bay area for a number of years and moved to St. Petersburg Florida in 1997. While she loves the beach vibe and laid back lifestyle of the Gulf Coast, she much prefers earthquakes to hurricanes.
topics
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the following can be adapted to 20, 30, or 45-minutes.
The Time My Cat Tried to Kill Me and How It Changed My Life and Business: Lessons in Simplifying and Transformation
I used to be a multi-tasking, forget-to-breath, work too-hard, thrive in the chaos kind of gal. Then on the morning of January 11, 2016, my cat escaped to the garage and went straight up into the rafters. I chased her up a 6-foot ladder…my head fell 10 feet and it changed my world.
In this talk you will learn:
How simplifying and reworking business processes helped me succeed
Why consistency and routines make you stronger
Slowing down isn't necessarily a bad thing
3 Key Areas You Can Streamline to Transform Back-Office Chaos into an Operations Powerhouse
Efficient back-office operations can make or break your business. Small changes to streamline day-to-day tasks can transform inconsistent back-office operations into a back-office powerhouse that drives success..
In this talk you will learn about the changes you can make today in:
Communications
Accounting Functions
Document Management
Stories Your Financial Reports are Telling and Why You Need to Pay Attention
Financial statements are a window into the health and wellbeing of your business. Many small business owners need to have a better understanding of the information reports provide and how it can be used to support business growth.
In this talk you'll learn how to understand and leverage:
Profit & Loss Statement (Income Statement)
Balance Sheet
Statement of Cash Flow
Accounts Receivable Aging
Accounts Payable Aging
Navigating the Wild Waters of Business Tools & Apps to Enhance Productivity
The number of apps and software solutions on the market today to help small business owners be productive and efficient can be overwhelming. Some are nice-to-have and some are mission critical. How do we decide?
In this talk you'll learn about tools that can help you with:
Time & Task Management
Calendaring
Financial Management
Customer Relations
Communication
Social Media
Cloud Storage
10-minute shorts
Chaos Lurking In the Shadows: The Importance of an Organized Back-Office
Does your workspace look like a tornado blew through it? Being organized behind the scenes enables you to be efficient and prductive. We will cover three key areas and why you need to keep them ship-shape:
Accurate Financees
Time Management
Processes and Workflows
10 Essential Practices to Help Small Businesses Save Time, Money, & Anxiety
There are back-office tasks that are essential for the success of today's small businesses. Many aren't consistent in managing them which has a direct impact on their time, finances, and anxiety levels.
In this talk you will learn:
The 10 Essential Practices
Why business-women must know their current financial standing
Why there's more to filing than a clean desk
The importance of planning and strategizing
Why self-care is vital to business success
$uper Heroe$: How Finance Professionals Help Small Businesses Thrive
What is the difference between bookkeepers, accountants, tax professionals, and CPAs? All four provide different levels of service and support for small businesses.
In this talk you will learn:
The benefits of each and how they support small businesses
How to determine which ones to hire
