Course curriculum

  • 1
    Financial Reporting
    • Know Your Numbers : Learning Schedule
  • 2
    Understanding your Financial Reports (1hr of content)
    • Module 1 Outline Video (3min video)
    • 1.1 Your Balance Sheet (5min video)
    • 1.2 Your Profit & Loss Statement (6min video)
    • 1.3 Verifying Your Reports at End of Month (8min video)
    • 1.3 Critically reviewing your Financial Reports (5min task)
    • 1.4 Introduction to Using Reports for Decision Making (3min video)
    • 1.4 Introduction to Using Reports for Decision Making (10min task)
    • 1.5 Tracking Categories (6min video)
    • 1.6 Customising Reporting Layouts (3min video)
    • 1.6 Create a Customer Report Layout (5min task)
    • 1.7 Other Reports (3min video)
    • 1.8 Cash flow Forecasting (6min video)
    • 1.8 Prepare Your Own Cash Flow Forecast (30min task)
  • 3
    Making BIG Financial Decisions (Advanced Reporting)
    • Module 2 Outline Video (4min video)
    • 2.1 Advanced Reporting - Ratios (7min video)
    • 2.1 Calculating Ratios and Identifying Trends (5min task)
    • 2.2 Advanced Reporting - Budgets (4min video)
    • 2.3 Fixed and Variable Costs (5min video)
    • 2.3 Calculate Your Fixed Costs (10min task)
    • 2.4 Profit Analysis (8min video)
    • 2.4 Profitability Analysis (10min task)
    • 2.5 Cash-Flow Forecast - Refresher 1 (6min video)
    • 2.5 Cash-flow Forecast Review (10min task)
  • 4
    Making BIG Financial Decisions (Metrics and Paying Yourself)
    • Module 3 Outline Video (3min video)
    • 3.1 Paying Yourself (11min video)
    • 3.1 Paying Yourself (15min task)
    • 3.2 Key business metrics (9min video)
    • 3.2 Key business metrics (10min task)
    • 3.3 Investing in Growth (6min video)
    • 3.3 Investing in Growth (5min task)
    • 3.4 Cash-flow Forecast Refresher (6min video)
    • 3.4 Cash-flow Forecast Refresher (10min task)
  • 5
    BONUS Module 1
    • B1 Who you need on your finance team (5min video)
    • B2 Entity Structures (5min video)
    • B2 Entity Structures (10min task)
    • B3 Fraud Prevention Tips
    • B3 Fraud Prevention Checklist
  • 6
    BONUS Module 2: Profit First
    • PF1 Introduction to Profit First (14min video)
    • PF1 Introduction to Profit First (10min task)
    • PF2 Implementing "Profit First" (10min video)
    • PF2 Implementing "Profit First" (10min task)
    • PF3 Profit First Refresher (10min video)
    • PF3 Profit First Refresher (10min task)

Join the course

This course runs only a few times each year, and includes weekly Q&A calls with an experienced accountant. Students are accepted through an application process.

Apply now