In this class, Shannon Ballman Theis, a payroll expert with 20 years experience, is going to give you an over-the-shoulder look at the basics of payroll - who and when you have to pay, whether to pay hourly or salary, and the differences between employees and contractors.

Masterclass: Using Business Ratios to Drive Smarter, More Profitable Decisions

Numbers alone don’t grow a business — insight does. Business ratios turn financial data into a clear story about what’s really happening inside a company, and when used well, they become one of the most powerful tools you can use to guide clients toward stronger performance and sustainable growth.

In this Masterclass, you’ll learn how to move beyond simply reviewing reports and start using ratios as a strategic advisory tool. We’ll break down the most impactful ratios across liquidity, leverage, efficiency, and profitability, showing you how to quickly assess the health of a business, spot red flags, and identify the key drivers that influence results.

You won’t just calculate formulas — you’ll learn what each ratio actually means, when to use it, what “good” looks like, and how to influence it in real-world scenarios. Using horizontal and vertical analysis, you’ll see how to track trends over time, compare performance, and turn raw numbers from the income statement, balance sheet, and operations into practical recommendations clients can act on.

By the end of this session, you’ll be able to confidently answer questions like:
✔ Is this business getting healthier or riskier?
✔ Where is cash really being tied up?
✔ Which levers will most improve profitability?
✔ How can I guide my client toward hitting their targets faster?

If you want to provide higher-value advice, strengthen client trust, and help businesses grow with clarity instead of guesswork, this Masterclass will give you the framework to do exactly that.