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Small Business Finance Fundamentals

About Course

Running a small business is exciting until the numbers get confusing. Small Business Finances Fundamentals is a beginner-friendly course that walks you, module by module, from the basics of business money through budgeting, cash flow, bookkeeping, taxes, and financial decision-making no accounting background required.

By the end of this course, you'll have a simple system you can use every week to know exactly where your business stands financially, and the confidence to make smarter decisions about pricing, spending, and growth.

What You'll Learn

Module 1: Small Business Financial Foundations

Build the mindset and vocabulary you need, understand the difference between business and personal money, and learn the financial terms every owner should know.

Module 2: Budgeting and Expense Management

Build a realistic budget, tell fixed costs from variable ones, and set up a weekly habit to track every expense.

Module 3: Cash Flow and Profitability

Understand why cash flow isn't the same as profit, forecast what's coming in and going out, and calculate your real profit margins.

Module 4: Bookkeeping, Financial Statements, and Taxes

Set up simple bookkeeping, read your own profit & loss statement and balance sheet, and stay tax-ready year-round.

Module 5: Financial Decision-Making and Business Growth

Price your products or services for profit, decide when to reinvest, and build a financial growth plan for the next 6–12 months.

Who This Is For


Prerequisites

New and early-stage small business owners, freelancers, and solopreneurs who want to manage their own finances with confidence. No prior finance or accounting experience needed.


None. This course starts from the basics and is designed for complete beginners. All you need is an interest in understanding your business's numbers.

Meet Your Coach

This course is led by Andrew Mukherjee, who brings a practical, no-jargon approach to small business finance. Every lesson is built around real situations small business owners face, not textbook theory, so you can apply what you learn the same week you learn it.

Ready to stop guessing and start knowing your numbers? Enroll today and take the first step toward financial clarity for your business.

What you'll learn

  • Understand small business financial fundamentals.
  • Track and control business expenses.
  • Understand cash flow and profitability.
  • Learn basic bookkeeping concepts.
  • Understand financial statements and taxes.
  • Make better financial decisions.
  • Apply financial knowledge to support business growth.

Course Content

Materials Included

  • Course learning materials.
  • Practical financial management concepts.
  • Budgeting and expense management guidance.
  • Cash flow and profitability concepts.
  • Bookkeeping and financial statement guidance.

Requirements/Instructions

  • No prior financial management experience required.
  • Basic understanding of business concepts is helpful.
  • A computer, tablet, or smartphone with internet access.
  • Complete the lessons in sequence for better understanding.
  • Practice the concepts using your own business or sample scenarios.

Target Audience

  • Small business owners.
  • Entrepreneurs.
  • Aspiring entrepreneurs.
  • Freelancers and self-employed individuals.
  • Beginners who want to understand business finance.
  • Anyone interested in small business financial management.

Earn a certificate

Add this certificate to your Resume/CV to demonstrate your skills & increase your chances of getting noticed.

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Small Business Finance Fundamentals
Class Type / Delivery Option

Join WeVersity Live Sessions and learn in real time from qualified coaches. Get practical guidance, ask questions, and build your skills through interactive learning. You can also choose to attend in person at the host Skill Center for an even more hands-on experience if offered by the coach.

Because this course includes sessions at a Skill Center, physical enrollment happens through the center's registration portal where you will select your schedule and pay any applicable fees.

  • Beginner
  • 2 students
  • Certificate of completion