WHO IS THIS FOR?

This program is for you if:

• You are unemployed, and you are thinking about exploring the possibility of starting your own business, but do not know where to start. 
• You are underemployed or are not getting paid enough, so you want to start your own part time business for extra income.
• You want to learn more about starting and running your own business, but going back to school is not an option for you.
• You are looking for an affordable/ free course that will build your skillset. 
• You have a business idea, but do not know where to begin, and you are someone who needs to do a ton of research before committing yourself to an idea. 
• You are an existing business owner, but you are weak in a specific area of business management and therefore need to sharpen your knowledge (see below for the different classes offered).
• You love learning, but are frustrated with the quality of instruction currently being offered by many online zoom classes.
• You love learning, but are frustrated with the quality of instruction currently being offered by many online zoom classes.

Class 3: FINANCIAL FUNDAMENTALS

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 – 9pm

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.

Instructor:

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.