Description

This course seeks to set participants on the right path by providing a “101” overview of financial bookkeeping, accounting terminology and concepts, a breakdown of the key financial statements, and a brief introduction to financial management. T

his class is designed for participants who: 

• Work with a professional accountant, but want to maximize that investment by knowing the basics and being able to focus on strategy 
• Do not have an accounting background. 
• Would benefit from breaking down the components of each of the “Big 3” financial statements – the Profit & Loss (Income) Statement, the Balance Sheet, and the Statement of Cash Flow 
• Are unsure how to organize financial information to ensure accurate records 
• May be uncomfortable with “the numbers side” of the business and are looking to increase familiarity 
• Are looking for an introduction to key financial tools and concepts, or those who are looking to revisit these topics 
• Have recently taken on financial support roles in their business, or who need a general understanding of accounting to be successful in their roles 
• Have already built a business plan (formal or informal), and can answer basic information about their revenue streams, pricing, costs, etc. 

BONUS! Custom Workbook! Based on feedback from our clients – believe it or not, they asked for homework! – we designed a custom workbook to accompany the class content. Whether you are brand new to financial concepts or refreshing your memory, this workbook helps you connect the concepts we are learning in class to the context of your business – and provides a blend of concepts and calculations to help you make meaning from what you are learning. We believe that by being able to identify and thoroughly understand the components of your three key financial statements and business model, you will be much better equipped to make clear financial decisions in the future. The workbook also gives you the chance to make some basic calculations on your own time, along with an explanation of the answer and meaning so that you can begin to understand some of the financial information in your own context.