SMB Financial Fundamentals


(4 ratings)


4 Weeks


Cohort-based Course

Learn how to analyze financials and use them to make better business decisions (and ultimately make more money).

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 is anxious about their numbers and wants to STOP leaving money on the table from preventable financial mistakes.


Business owners/leaders who are looking to grow their business (and themselves) but want to make sure they grow responsibly.


Executives who feel lost looking at numbers, yet are responsible for managing your department’s results.

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.

Identify the key results driver for your specific situation

Every business is different, which is why there is no one size fits all solution. We'll teach you the most common drivers and help you identify which are most important for your business.

Select, 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 establish criteria for when it's time to take action on them.

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.

This course includes

8 interactive live sessions

Lifetime access to course materials

14 in-depth lessons

Direct access to instructor

5 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules
  • Post-Course


    • Community

    • Replays

    • Slides


(4 ratings)

What students are saying

Meet your instructor

Kurtis Hanni

Kurtis Hanni

SMB CFO for 10+ years, now owner in a Fractional CFO business helping SMBs optimize their numbers

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.

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Course schedule

4-6 hours per week
  • Tuesdays & Thursdays

    12:00pm - 1:00pm EST

    Each week we'll have LIVE sessions where you get the opportunity to work with Kurtis and your classmates.

    All sessions are recorded, so you can watch them on your own time even if you can't attend (though I recommend attending).

  • 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.

  • Weekly projects (not required)

    2 hours per week

    We encourage you to apply the concepts to your own business.

    Each week we'll provide prompts to go back to your business and seek to use the principles we discuss to improve your business financially.

Free resource

5-minute Finacial Review Cheat Sheet

Quit making financials complicated. in this cheat sheet, I break down the key elements that will allow you to analyze your financials efficiently.

This is a great way to do quick analysis and move on to other things. It'll also give you a peak into what you'll be learning in the course!

Get this free resource

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?
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SMB Financial Fundamentals


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