FinanceEDGE: Turn Financial Data into Smart Decisions

Description

Ready to Diagnose and Strengthen Your Business Financials? This hands-on course introduces the FinanceEDGE Tool—a structured, four-step framework designed to help small business owners analyze financial health, identify root causes of financial stress, and implement actionable solutions. Whether you’re facing rising costs, uneven cash flow, or stagnant revenue, this course equips you with the tools to move forward with clarity and confidence.

Learn how to:

• Assess your business’s financial health using key indicators
• Diagnose common financial challenges like poor margins or cash-flow gaps
• Generate targeted solutions based on your operational reality
• Create an action plan you can implement and track
• Use benchmarking and ratios to evaluate performance over time

Who this is for:
This course is best suited for business owners, managers, or financial decision-makers who are comfortable reading financial statements and ready to move beyond the basics. You should have:

• Working knowledge of core financial statements (P&L, balance sheet, and cash flow)
• Familiarity with basic accounting terms and financial ratios
• Awareness of your business’s current financial and operational challenges
• A willingness to dig into your numbers and apply what you learn

What to Bring:

Please bring your most recent Profit & Loss statement, balance sheet, and cash flow statement (if you have them) so we can apply the tools directly to your business.
No financials? No worries— sample case study data will be provided so you can fully engage with the exercises.