Finance Fundamentals

Learn to quickly read financial statements. Calculate key metrics & identify trends.

Cost per seat: $595

3 live classes
90 mins each

1:1 office hours
when required

Video recordings
and practice exercises

What you’ll learn

Income Statement

Understanding Business Trends

  • Revenue, cost overview & recognition timing
  • Key metrics (growth %, margins)
  • Spot business trends by reviewing income statements
  • Demystifying depreciation, accruals, revenue deferrals

Balance Sheet and Cash Flow

Read beyond the income statement. Understand true company financials.

  • Purpose of the balance sheet and cash flow
  • How three financial statements fit together
  • How the balance sheet balances
  • Differences between profit and cash flow generation
  • Spot trends in cash flow

Key Financial Analysis

Learn to calculate key financial metrics to understand the health of the company

  • Customer acquisition cost and lifetime value
  • Customer retention (net and gross)
  • Free cash flow
  • Net leverage

Upcoming Courses

Interested in a team training?


How do the courses work?

Each course is taught over multiple highly-interactive Zoom-based classes. They are designed so you can follow along in your own spreadsheet and try out what you’re learning during the class. Participants can also attend individual office hours to help connect in-class concepts to their real work.

Can I arrange training for my team?

Yes, we primarily offer training for corporate and investment teams. Please contact us at to discuss and schedule training for your team.

I am not part of a team. Can I still join training?

Yes, we offer training for individuals and we always have a few upcoming courses. Please visit our upcoming courses page or contact us at

I use Google Sheets. Can I still take this training?

Yes! We teach Excel and Google Sheets. And if you feel like you lost efficiency by moving from Excel to Google Sheets, we’re here to help! You’ll learn the shortcuts and formulas to help you save time and learn to love Sheets.

I use a Mac. Can I still take this training?

Yes! We teach PC and Mac users.

Can you tailor the content to my business?

Yes, we are happy to incorporate your company’s data or other examples that are relevant to your business to make it highly relatable and impactful for your team.

How much does training cost?

Please reach out to us at for more information on courses and pricing.

I’m not sure I’m ready to take a course. Can I try any free classes?

Yes, you can try our free weekly classes to experience our teaching first-hand. Check out our Try A Class page for upcoming times.

Please share your details for more information on this course

Scroll to Top