Finance · All levels
See where your business money comes from and where it goes
A short, practical intensive on financial reports, planning and budgeting that turns confusing statements into clear decisions.
- 6 video lessons
- 3 hours of material
- Templates and spreadsheet tools
- Homework with expert feedback
- 14-day money-back guarantee
Numbers should help you decide, not confuse you
Many owners and managers receive reports every month and still cannot say with confidence whether the business is really earning money. The profit figure looks fine, yet the bank account is empty. Or the accountant's statements are accurate but written in a language that does not help anyone choose what to do next.
The same gap exists on the other side of the desk. Accountants and finance specialists often prepare reports correctly, but do not always see how those reports connect to strategy, team targets and investment choices. When the logic behind the figures is unclear, planning turns into guessing and budgets are forgotten by February.
This intensive closes that gap. It explains how the main financial reports are built, what each one is really telling you, and how to use them to plan ahead. The emphasis is on logic and practice, so that you can apply what you learn to your own company or to the companies you work with.
It is short on purpose. Six focused video lessons and about three hours of material give you the essential framework without weeks of theory, and you can start using it at work straight away.
What you will be able to do
- Explain what drives a company's profitability
You will see which factors you can influence and how each one changes the result.
- Describe how cash flow is built
You will understand what it depends on and why profit and cash are different things.
- Read the profit and loss statement with confidence
You will know the logic and the mathematics behind each line.
- Read the cash flow statement correctly
You will follow money movements and spot where cash is tied up.
- Build a financial balance in practice
This is the management balance, not the accounting one: what it shows and why it is useful.
- Adapt reports to different types of business
You will recognise how the reports change from one industry to another.
- Plan and budget at strategic and tactical levels
You will turn long-term goals into targets that teams can actually track.
- Assess an investment project
You will apply basic investment analysis to decide whether a project is worth doing.
- 6
- video lessons
- 3 h
- of material
- 3
- core financial reports covered
- 6 months
- of access
The idea behind the intensive
The three reports at the centre of the course are the profit and loss statement, the cash flow statement and the balance. Most people meet them separately, as three documents to be filed. Here they are treated as one connected picture: profit explains how the business earns, cash flow shows how money actually moves, and the balance shows what the company owns and owes at a given moment.
Once you see how these three views fit together, many puzzles become easy to explain. You can say why a profitable month ended with no cash, why growth can create a funding gap, and why a plan that looks good on paper may not work in reality.
From there the course moves to planning. You learn how to set strategic goals, break them down into tactical ones, and describe the work of each part of the business in numbers. Finally you look at investment analysis, so that a decision to launch a project or buy equipment rests on calculation and not on instinct.
How the course works
The intensive is delivered online as recorded video lessons, so you study when it suits you and from any device with a good internet connection. You can pause, rewind and rewatch any part. The programme is focused on key topics and skills, so you can use what you learn in your work right after each lesson.
The recommended pace is about one block per week, though you decide your own schedule. Your progress is saved in a personal learner account, which makes it easy to return where you stopped.
Homework follows the blocks and is checked by an expert, which helps you consolidate each topic. Working templates and spreadsheet tools are included, so you do not need to start from a blank page. A course curator answers organisational questions, and questions about the subject can be asked on the lesson pages. Live question-and-answer webinars were planned on Tuesdays in January.
The programme
Six lessons, grouped into four themes. Some lessons cover more than one topic, so topics are listed individually below.
1Module 1 — The three core financial reportsHow profit, cash and the balance are built and how they relate.
- The logic and mathematics of the profit and loss statement
- The logic and mathematics of the cash flow statement
- The financial balance: what it shows and how to build it
2Module 2 — Reports across different businessesWhy the same reports look different in different industries.
- How report structure differs by type of business
- Choosing the indicators that matter for your model
3Module 3 — Strategic and tactical planningFrom long-term goals to plans that teams can follow.
- Strategic planning and budgeting
- Tactical planning and breaking goals into targets
- Digitising business functions in numbers
4Module 4 — Investment analysisEvaluating projects with calculation instead of intuition.
- Investment analysis of projects
- Comparing a plan with actual results to adjust decisions
What you get
- Six recorded video lessons
About three hours of focused material you can pause and rewatch.
- Working templates
Ready-to-use files so you can apply the method to your own figures.
- Spreadsheet tools
Practical tables that help you collect and compare data.
- Homework with expert checking
Tasks that reinforce each block.
- Curator support
Help with organisational questions during your studies.
- Questions on the lesson pages
Ask about the subject where you study.
- A personal learner account
Progress is saved so you can resume at any time.
- Six months of access
Study at your own pace on a computer, tablet or phone.
Is this course for you?
This course is for you if…
- Business owners who want a clear overall picture of profit, cash and targets
- Accountants and finance specialists who want to link their reports to business results
- Commercial directors who need to understand company finances and set realistic department goals
- Managers who struggle to collect and analyse data for management decisions
- Anyone who senses the business is losing money and wants to understand why
Probably not a fit if…
- Anyone looking for a guaranteed income or a quick-money method
- People who want one-to-one consulting on their own company
- Learners who have never opened a spreadsheet and do not want to learn the basics
- Those who want deep statutory accounting or tax preparation rules
After the course
You will look at a set of financial statements and know what each one is telling you. Instead of asking only whether the figures are correct, you will ask what they mean for decisions, and you will be able to explain the answer to colleagues.
You will be able to turn a strategic goal into tactical targets, describe each function in numbers, and compare actual results with the plan to see whether you are getting closer to the profit you want.
If you are an owner, you will find it easier to talk with your accountant and finance team and to check their work. If you work in finance, you will have a clearer view of how your reports influence results, and a stronger base for further study in financial modelling.
Questions before you buy
How much time do I need each week?
It is up to you. The recommended pace is one block per week, which usually means a few hours including homework. The full video material is about three hours.
Do I need any prior experience?
You do not need a finance background. Basic spreadsheet skills are enough, and the formulas you need are explained in the lessons.
How does access work after payment?
After you pay, the course opens in your personal learner account and you can start immediately. Your progress is saved automatically.
How long does the material stay available?
You have access for six months from purchase. During that time you can watch, pause and rewatch every lesson as often as you like.
What is the refund policy?
If the course does not suit you, you can request a refund within 14 days of purchase.
What format are the lessons in?
Recorded video lessons with step-by-step explanations, plus templates, spreadsheet tools and homework. You can study on a computer, tablet or smartphone.
Do I need special equipment?
No. A device with a reliable internet connection is enough. You do not need a webcam or a microphone.
Who can I ask if I get stuck?
Organisational questions go to the course curator, and questions about the subject can be asked on the lesson pages. Homework is checked by an expert.
Start building your financial clarity
Six lessons, practical templates and expert-checked homework, backed by a 14-day money-back guarantee.