About This Course

Getting your businesses’ financials together is easier than you might think. Whether you’re interested in obtaining funding for your business or running your business with more peace of mind, this course will help you organize the financial side of your business, painlessly. All of the forms, information, and support you need are included, removing the heavy lifting from your shoulders. Your part is simply plugging your business data into the financial model worksheet. 

We will cover the three key revenue financial models – Revenue, Staffing, and Expense – as well as the two key financial statements – Income and Cash Flow. Downloadable worksheets for all models and statements are included.   

Don’t be one of those businesses that stalls on the runway due to bad cash flow management – it has happened to the best of entrepreneurs. Instead, commit to understanding the key principles of small business financials and comfortably master that money side of your business. Through the thirteen lectures in this course, you’ll grasp the key fundamentals of managing the finances of your business – from the basic underpinnings of sound planning to key financial statements like your Profit and Loss and cash flow and financial models like staffing, revenue, and expenses.

Details about the Course:

The Financial Primer – In these videos, we’ll examine and counteract common misperceptions about financial planning, learn about different models for revenue and cost projections, and discuss concepts such as the maximum negative cash flow that potential investors will scrutinize. Key expense and revenue models and financial statements will be walked-through.

Your Revenue Model – In these videos, we’ll look at what drivers create revenue, which revenue models work best for product, service, and subscription or membership businesses, and how to predict how fast your business will scale. Detailed worksheets accompanying this learning stream help you develop your own models that are succinct, understandable, accurate, and actionable. 

Your Staffing Model – In these videos, we’ll not only cover how staffing plans interact with the rest of your financial reporting, but we’ll establish guidelines for whether to build staff or hire contractors, how to set pay rates and predict costs of benefits, and calculate the ROI of positions across the organization.

Your Expense Model – These videos detail potential expenses and their classifications, along with their potential tax implications, and offer a detailed worksheet for breaking out and tracking all the costs involved in running your business. 

Your Income Statement – These videos examine the five components of the income statement and how they relate to the models and projections you’ve already built, and explore what the summary numbers reveal about your business’ potential for growth through such calculations as net revenue, gross margin and operating margin.

Cash Flow Statement – Cash flow statement provides an ongoing record of income, investments, and expenses so you can adjust activities and stay on target. In addition to addressing these crucial calculations, these videos delve into strategies for managing cash flow and establishing a realistic basis for cash flow projections. 

Our Promise to You

By the end of this course, you will have learned how to create a financial plan that will work for your business.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about the process of creating a robust financial plan.

Course Curriculum

Section 1 - The Financial Primer
Business Financial Explained 00:00:00
Overcome Roadblocks To Financial Planning 00:00:00
Create Your Financial Plan 00:00:00
Downloadable Materials 00:00:00
Section 2 - Your Revenue Model
Revenue Model Explained 00:00:00
Revenue Model Walk-Through 00:00:00
Section 3 - Your Staffing Model
Staffing Model Explained 00:00:00
Staffing Model Walk-Through 00:00:00
Section 4 - Your Expense Model
Expense Model Explained 00:00:00
Expense Model Walk-Through 00:00:00
Section 5- Your Income Statement
Income Statement Explained 00:00:00
Income Statement Walk-Through 00:00:00
Section 6 - Your Cash Flow Statement
Cash Flow Statement Explained 00:00:00
Cash Flow Statement Walk-Through 00:00:00
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