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Financial Fundamentals

September 26, 2023 @ 6:00 pm - October 19, 2023 @ 8:00 pm


This is class #3 in TEES. In this class, you will receive a college level, accounting 101 understanding of business finance. You will gain a foundation of numbers and accounting principles that enables you to build, read and analyze financial statements within minutes. By the end of the class, you will be taking charge of your financial systems.

The class schedule is the following:

Class Dates: September 26, 2023 – October 19, 2023 @ 6 pm – 8pm

Lesson 1: September 26, 2023 – Introduction & Being a Small Business Owner
Lesson 2: September 28, 2023 – Income Statements
Lesson 3: October 3, 2023 – Balance Sheets
Lesson 4: October 5, 2023 – Cash Flow Statements
Lesson 5: October 10, 2023 – Ratio Analysis – Income Statement Metrics
Lesson 6: October 12, 2023 – Ratio Analysis – Balance Sheet Metrics
Lesson 7: October 17, 2023 – Business Model Construction
Lesson 8: October 19, 2023 – Business Model Forecast

Remember all classes in this series are free, so there is no reason not to take them.


Andrew Carroll has over 20 years of experience with a unique blend of accounting, entrepreneurship, and as a CFO & advisor to both start-ups and the small business sector. He now spends most of his time building companies or advising high-net-worth individuals on their tax and investment strategies

Andrew started the first decade of his career working in a tax and financial planning firm. After helping grow that firm, he left to start his first business, CFOAndrew, a new way for small business owners to work with an accounting professional.
Over the years, Andrew has expanded his knowledge base by advising hundreds of businesses, helping build dozens of companies, and covering various finance, investment, tax, and accounting areas.

During this time, Andrew came to realize that financial services, in particular taxes and accounting for small businesses owners, is fundamentally broken. That realization led Andrew, along with his Co-Founder Lincoln Crichlow, to develop Luci.

Luci and Andrew Carroll’s goal in the course will be to help business owners understand common terms, concepts, and best practices as it relates to the accounting of their business. From there, we’ll work on the most important tool that a business needs: a business financial model. We’ll walk through each step of the process so that, at the end, business owners will have a dynamic business tool that they can use to model business decisions, understand their business and gauge its health.

Price: Free! There will be no cost to this program.

If you complete all nine sessions in this class, you will receive a certificate of completion.


September 26, 2023 @ 6:00 pm
October 19, 2023 @ 8:00 pm
Event Categories:


NY United States

Classes are sponsored by the Small Business Association.