About Course
Running a small business is exciting until the numbers get confusing. Small Business Finance 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 is 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.
Course Modules
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 and Financial Reporting
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.
Prerequisites
No finance or accounting experience needed. This course starts from the basics, and a general understanding of how a business works is helpful but not required. 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 Will Students 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.
Materials Included
- Video lessons for all 5 modules.
- Small business budget template.
- Fixed vs. variable expense tracker.
- Weekly cash-flow forecast worksheet.
- Profit margin calculator.
- Sample profit & loss statement and balance sheet.
- Simple bookkeeping log template.
- Tax-ready year-round checklist.
- Pricing worksheet for products and services.
- 6–12 month financial growth plan template.
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.
Course Content
- Understanding Business Finances: Revenue, Expenses, and ProfitPreview
- Understanding Business Income and ExpensesPreview
- Separating Personal and Business FinancesPreview
- Setting Financial Goals for Your BusinessPreview
- Profitable on Paper, Broke in the Bank? Cash Flow vs Profit Explained
- Project: Create a Financial Profile and Financial Goals for a Small BusinessPreview
- Creating a Small Business BudgetPreview
- Managing Operating ExpensesPreview
- Budget-to-Actual Analysis: Comparing Plans vs. RealityPreview
- Building a Financial Safety NetPreview
- Stop Running Out of Cash: How to Budget for Your Small Business
- Project: Build a 12-Month Business Budget and Expense-Management PlanPreview
- Basic Bookkeeping for Small BusinessesPreview
- Accounts Receivable and Accounts PayablePreview
- Understanding Financial StatementsPreview
- Financial Records and Tax PreparationPreview
- Never Run a Business Blind: Bookkeeping, Invoices & Bank Reconciliation
- Project: Record a Sample Month's Transactions and Create Basic Financial StatementsPreview
- Analyzing Business PerformancePreview
- Managing Debt and FinancingPreview
- Financial Planning for GrowthPreview
- Creating a Small Business Financial Management PlanPreview
- Sales Up But Profit Down? How to Make Smart Business Decisions
- Final Project: Complete a Small Business Financial Management PlanPreview
Earn a certificate
Add this certificate to your Resume/CV to demonstrate your skills & increase your chances of getting noticed.
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- Certificate of completion