Financial master class

Finances Made Simple

A proven method to master your business finances and drive smarter decisions.
business documents on office table with smart phone and digital tablet and graph financial with social network diagram and man working in the background

Who is this for?

Business Owners

Entrepreneurs 

Business Partners

Company Presidents

General Managers

 

 

Logistics

Weekly Virtual Meetings for 12 weeks

Led by a CPA/Fractional CFO

Duration: 1.5 Hours 

 

Classes fill quickly. Sign up today to guarantee your spot in the next class.

Have Questions? Book a Call!

Schedule a 15-minute call to see how this program will benefit your business. 

Are you hiding from your numbers instead of harnessing their power?

Take control of your business finances with our 12-week Financial MasterClass, led by a CPA and Fractional CFO with over 30 years of experience. Designed for business owners and general managers, this hands-on program empowers you to confidently understand your financial statements, ask the right questions of your accountant, and interpret trends to make smarter, data-driven decisions.

Over 12 weeks, you’ll master the essentials of financial management, including analyzing profit and loss statements, cash flow, and balance sheets, creating effective budgets and forecasts, and identifying key performance indicators. You’ll also explore strategies to improve your numbers, enhance accountability, and drive the financial results your business needs to thrive. Whether you’re looking to strengthen your financial foundation or position your business for sustainable growth, this program provides the tools and expertise to help you succeed.

What You'll Learn:

Session 1

What Every Business Owner Needs to know for Financial Mastery

Session 7

Deep Dive into the Cash Flow Statement

Session 2

Understanding the Purpose of the Financial Statements

Session 8

Tying Financial Statements Together

Session 3

Understanding the Purpose of the Chart of Accounts

Session 9

The Importance of Budgeting, Projecting and Forecasting

Session 4

Deep Dive Into the Balance Sheet

Session 10

Key Performance Indicators for your Accounting Department

Session 5

Part 1 - Deep Dive into the Profit and Loss Statement

Session 11

Strategies to Improve Your Numbers

Session 6

Part 2 – Cost of Goods Sold vs Overhead

Session 12

Valuation of Your Business