Beyond the Numbers

4 Weeks


Cohort-based Course

Learn to understand and act on your Financials. We'll help you take your business to the next level and stop leaving money on the table.

Course overview

Transform from a hesitant beginner to a confident strategist.

To make smart, strategic business decisions, you need to understand the numbers. Really understand them.

Building your financial vocabulary, knowledge, and literacy will bring your business to the next level. You just need to learn how.

Who is this course for


Business owners who don’t want to leave money on the table from preventable financial mistakes


Executives who need to manage their department's results.


Growing Professionals who want to talk business strategy with their CEO.

What you’ll get out of this course

Learn how to decode your financial statements

To understand your numbers, you first have to master the basics. We'll simplify the financials and show you how they work and are connected.

Manage profit and cash flow

Your business should generate cash flow which you can use to grow, expand, or dividend out. We'll break down the basics of cash flow and provide frameworks to help you manage your capital.

Identify, Track, and Act on your Key Metrics

Every business has different factors that impact it. We'll teach you how to identify your most important metrics and how to track them easily.

Build dashboards to assist in identifying problem areas

Each business is slightly different, so your metrics must be specific to YOU. We help you set up systems that will allow you to identify when your KPIs move in and out of their "healthy" range.

Translate your knowledge of numbers to business decisions

One of the hardest things about tracking your numbers is knowing when to take action. We'll help you establish Gates and Buffers to help you hyperfocus on what needs your attention.

Understand and protect your downside

When things go bad, you're more likely to make bad decisions. We'll teach you to understand your downside, be prepared to deal with it if it happens and take offensive and defensive action to prevent it.

Use your numbers to make better decisions and tell your story

Operational mastery will provide you insights into the business, but numbers can highlight the less obvious. We'll teach you how to incorporate numbers into your decision-making process and to tell your story.

What people are saying

        The team really taught us how to analyze a financial statement and understand the environmental factors that could be influencing the numbers. I am so much more confident and have gained so much time back from being able to evaluate our financials and make quicker decisions.
Sara Mo Vanacht

Sara Mo Vanacht

Cohort Student
        So many certifications and courses on finances focus on the stock market and investing, but this course focuses on finances for business. It gave me the tools to apply it to my business and was a great decision to take this course. I highly recommend it to everyone!
Adrian Barraza

Adrian Barraza

Cohort Student
        Kurtis & Clint break down complex financial concepts in a way that’s both accessible and immediately applicable for business leaders like me, who had no prior experience with finance or accounting.
David Morris

David Morris

World-class COO
        This is the ultimate course for any owner struggling to understand the numbers or having cash flow problems.
Ali Ladha, C.P.A.

Ali Ladha, C.P.A.

Owner, Vertical CPA

Meet your instructors

Kurtis Hanni

Kurtis Hanni

Small Business CFO for 10+ years

Despite a degree in Accounting + an M.B.A., I froze the first time my CEO asked me why our labor margins had increased by 5%.

It wasn't until that moment that I realized the book answer didn't provide him with any actionable advice.

Now 15 years later, I've built my career on helping business owners and leaders translate their financial statements into actionable business decisions.

If you're struggling to decode financials and use them to transform your business, this course is for you.

Clint Murphy

Clint Murphy

Entrepreneurial CFO for 20+ years

The difference between understanding the numbers or not - is going bankrupt or going public.

In my 20+ year career, I've learned how to see patterns in the numbers and compellingly tell their story to leaders, owners, and investors.

This course aims to share what I've learned with you, especially with creative leaders who want to expand their voices and careers.

If you're a CEO, Founder or Business Executive, this course is for you.

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Beyond the Numbers


Bulk purchases

Course schedule

4-6 hours per week
  • Dates TBD

    Each week, we'll have live classrooms Tuesday & Thursday.

    In between the live classrooms, you'll have access to the instructors via a community.

    Other work between sessions may be required to apply your learnings.

  • Tuesdays

    6:30 - 8:00pm PST

    Each Tuesday we'll introduce you to a concept and have breakout sessions to allow you to get some practice with it.

    We'll then send you away with "homework" to dive into your own situation.

  • Thursdays

    6:30 - 7:30pm PST

    Each Thursday we'll recap the Tuesday session and focus on application.

    We'll do a lot Q&A and exercises during these sessions, so come ready to engage!

  • Pre-recorded materials

    2 hours per week

    Each week we have pre-recorded materials for you to digest between sessions.

    This allows us to deliver the principles clearly and reserve the time in the live sessions for interactive teaching.

  • Have to miss a session?

    All sessions will be recorded, so if you have to miss a session you can watch it on your own time.

A no-risk investment

A no-risk investment

If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.

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Be the first to know about upcoming cohorts

Beyond the Numbers


Bulk purchases

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What happens if I can’t make a live session?
Does it matter what Accounting software I'm using?
I work full-time, what is the expected time commitment?
What’s the refund policy?
What if I have another question?