SMB Financial Fundamentals
4.5
(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).
SMB Financial Fundamentals
4.5
(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
01
Business owners who is anxious about their numbers and wants to STOP leaving money on the table from preventable financial mistakes.
02
Business owners/leaders who are looking to grow their business (and themselves) but want to make sure they grow responsibly.
03
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.
SMB Financial Fundamentals
Course syllabus
Week 1
Mar 11—Mar 17
Events
- Mar
12
Session 1: Intro to Financial Fundamentals
Session 1: Intro to Financial Fundamentals
Tue, Mar 12, 5:00 PM - 6:00 PM UTC
- Mar
14
Session 2: Financial Statement Workshop
Session 2: Financial Statement Workshop
Thu, Mar 14, 5:00 PM - 6:00 PM UTC
Modules
- Financial Statement FoundationsFinancial Statement Foundations5 Lessons • 2 Projects
Week 2
Mar 18—Mar 24
Events
- Mar
19
Session 3: Mining for Business Drivers
Session 3: Mining for Business Drivers
Tue, Mar 19, 5:00 PM - 6:00 PM UTC
- Mar
21
Session 4: Business Drivers Workshop
Session 4: Business Drivers Workshop
Thu, Mar 21, 5:00 PM - 6:00 PM UTC
Modules
- Identifying key results driversIdentifying key results drivers2 Lessons • 1 Project
Week 3
Mar 25—Mar 31
Events
- Mar
26
Session 5: Picking the Right KPIs
Session 5: Picking the Right KPIs
Tue, Mar 26, 5:00 PM - 6:00 PM UTC
- Mar
28
Session 6: KPI/Dashboard Design Workshop
Session 6: KPI/Dashboard Design Workshop
Thu, Mar 28, 5:00 PM - 6:00 PM UTC
Modules
- Identify & Track your Key MetricsIdentify & Track your Key Metrics3 Lessons • 1 Project
Week 4
Apr 1—Apr 4
Events
- Apr
2
Session 7
Session 7
Tue, Apr 2, 5:00 PM - 6:00 PM UTC
- Apr
4
Session 8
Session 8
Thu, Apr 4, 5:00 PM - 6:00 PM UTC
Modules
- Translating Numbers to Business DecisionsTranslating Numbers to Business Decisions4 Lessons • 1 Project
- Session 8 RecordingSession 8 Recording0 Lessons • 0 Projects
Post-Course
Modules
- CommunityCommunity0 Lessons • 0 Projects
- ReplaysReplays0 Lessons • 0 Projects
- SlidesSlides0 Lessons • 0 Projects
4.5
(4 ratings)
What students are saying
Meet your instructor
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.
Course schedule
4-6 hours per week
Mondays & Thursdays
12:00pm - 1:30pm 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.
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
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?