Transform into the Confident Financial Leader
Your Business Needs
Build a Strong Financial Foundation
Managing the financial side of your business shouldn’t feel like a guessing game. With the right framework, you can go from just putting out fires to leading strategically with confidence.
Our Finance Fundamentals for Small Business Owners course is designed to give you more than just financial literacy.
It’s a step-by-step roadmap to becoming the financial leader your business deserves. Over seven self-paced modules, you’ll gain the tools, foundational knowledge, and expert support to make smarter financial decisions, improve profitability, and build long-term cash flow stability .
This course isn’t about theory. It’s about helping you take control of your business finances with practical skills, proprietary tools and direct access to experienced financial professionals who will guide you along the way. The focus of all of these resources is applying the knowledge to your specific business.
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Why Choose the Finance Fundamentals Course?
Master the Essentials with Confidence
You’ll follow a clear, structured roadmap designed to help you understand your numbers, make informed decisions, and position your business for growth.
Proprietary Tools You Can Use Immediately
Each module comes with exclusive worksheets, templates, and financial tools you can plug directly into your business. These aren’t generic downloads; they’re designed by financial experts who know what small businesses need.
Expert Feedback & CFO Access
As part of this course, you’ll have your work reviewed by an experienced financial professional who will give you personalized feedback tailored to your business. Plus, you’ll join 3 live sessions with an experienced CFO where you can ask questions, troubleshoot challenges, and learn from real-world examples.
Built-In Accountability
We know how easy it is to push your books to the back burner. That’s why this program combines tools, expert feedback, and live check-ins to keep you moving forward and applying what you learn.
Tools for Lasting Success
This course is more than just knowledge. You’ll leave with the skills, resources, and systems to streamline your financial operations and position yourself for long-term profitability in this business and future successful businesses that you will build.
Manageable Time Commitment
This course is designed to take less than two hours a week, so you can build your financial confidence without sacrificing focus on running your business.
What You'll Learn
Module 1
Understanding Your Financial Story
- Discover the insights your balance sheet, income statement, and cash flow statement can provide, with real examples and case studies.
- Learn to analyze key metrics like liquidity, profitability, and solvency.
Module 2
Cash Flow Management
- Discover how to manage cash flow cycles and forecast future needs with confidence.
- Optimize working capital and avoid cash shortages.
Module 3
Expense Analysis and Optimization
- Learn strategies to cut unnecessary costs without sacrificing quality.
- Build a mindset to treat expenses as investments in your business.
Module 4
Developing Your Accounting Processes
- Identify and improve key back-office processes like invoicing, payroll, and workflow.
- Learn a simple framework to analyze and improve your processes to support growth.
Module 5/6
Legal Entity Selection & Pricing for Profitability
- Explore different entity types (LLC, S-Corp, C-Corp) and their impact on taxes to choose the best structure to support your vision for growth.
- Set prices strategically and understand advanced pricing options like value-based pricing and tiered offers.
Module 7
Managing Through Metrics
- Discover key performance indicators (KPIs) to measure and track success for your business.
- Build a personalized “business scoreboard” to steer your company in the right direction.
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Frequently Asked Questions
Who is this course for?
This course is designed for small business owners, entrepreneurs, and founders who want to build confidence in managing finances and lead their business strategically.
Do I need prior financial knowledge?
Not at all! This course is beginner-friendly and breaks down complex concepts into easy-to-understand, actionable lessons.
What makes this course different?
Unlike other finance courses, this program gives you access to proprietary tools, personalized feedback on your work, and live meetings with a CFO for real-world application and accountability.
Are there additional resources included?
How do I access the course?
Modules are delivered online through recordings, tools, and resources you can revisit anytime during the 60 days you have access. Live CFO sessions are scheduled at the beginning to be held throughout the course, and you’ll receive links and reminders by email.
Ready to stop guessing and start leading with confidence?
Enroll today and transform your role from business owner to financial leader.