The Essential Financial Literacy Program for Business Leaders
Gain crystal-clear financial insight without slogging through a 400-page accounting textbook.
Learn to Decode Budgets, Balance Sheets & Cash Flow—and Turn Data into Decisions!
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4.9/5 star reviews
Thousands of happy customers worldwide
AS SEEN ON
Find Out How Understanding Your Numbers Unlocks Growth and Impact
Does this sound like you?
Staring at financial reports you don’t understand.
Making decisions based on gut feelings instead of data.
Missing profit targets because cash leaks go unnoticed.
Feeling intimidated in conversations with bankers or investors.
Not knowing which KPIs truly drive performance.
Set up a simple, automated dashboard that shows your vital numbers daily.
Confidently interpret margins, ratios, and trends.
Use our budgeting template to allocate resources wisely.
Speak the language of finance with bankers, investors, and your team.
Tie People and Planet metrics to profit for a holistic strategy.
What You Receive
Financial Statement Fundamentals
Quickly understand the Balance Sheet, Income Statement, and Cash-Flow Statement.
Key Financial Ratios & KPIs
Master the five key ratios that instantly reveal business health.
Strategic Budgeting
Build budgets that align strategy with resources and track variances.
Dashboard & Data Visualization
Turn accounting data into real-time dashboards for decision-making.
People Metrics
Integrate People metrics—engagement, turnover cost—into your reporting.
Planet Metrics & Sustainability Accounting
Measure and report sustainability impacts in dollars and cents.
TESTIMONIALS
What our students are saying...
" I went from dreading my monthly numbers to confidently running meetings with my accountant. In three weeks I found $40 K in hidden profit! "
- Karen Patel
" As a project engineer newly promoted to director, this course gave me the financial vocabulary I needed. My first budget presentation was a success. "
- John Doe
" The coaching sessions helped me restructure our pricing and improve gross margin by 12%. Worth every penny. "
- Roberta Johnson
MODULES
FOLLOW MY STEP BY STEP VIDEO TRAINING
Financial Statement Fundamentals
Quickly understand the Balance Sheet, Income Statement, and Cash-Flow Statement.
Key Financial Ratios & KPIs
Master the five key ratios that instantly reveal business health.
Strategic Budgeting
Build budgets that align strategy with resources and track variances.
Dashboard & Data Visualization
Turn accounting data into real-time dashboards for decision-making.
People Metrics
Integrate People metrics—engagement, turnover cost—into your reporting.
Planet Metrics & Sustainability Accounting
Measure and report sustainability impacts in dollars and cents.
Cash-Flow Planning
Create cash-flow forecasts that prevent surprises and funding gaps.
Financing & Capital Raising
Use finance to craft persuasive pitches to investors and lenders.
4.9/5 star reviews
Become a Finance-Savvy Leader in 90 Days
Learn, in plain English, how to read financial statements, set the right KPIs, and make data-driven decisions through our blended video + coaching program.
Here's what you get:
Instant access to 20 bite-sized video lessons (watch anytime).
Downloadable spreadsheet templates, checklists, and KPI dashboards.
Entry to a private community of growth-minded leaders.
Lifetime updates and new modules at no extra charge.
Today Just
$997 one time
"Best purchase ever!"
" As a project engineer newly promoted to director, this course gave me the financial vocabulary I needed. My first budget presentation was a success. "
ABOUT YOUR INSTRUCTOR
Meet William
Your instructor is a former Fortune 500 CFO with 25 years of experience translating complex accounting into actionable insights for non-financial managers. After helping dozens of companies grow profitably, he now dedicates his career to demystifying finance.
He noticed that even brilliant leaders were flying blind because they couldn’t speak the language of numbers. Seeing the costly gaps this created, he built an easy-to-understand framework around the Triple Bottom Line: Profit, People, and Planet.
Graduates now run data-driven meetings, secure new funding, and uncover hidden profits—many boosting net income by 10–30% within a year.
Helped raise over $300 M in capital for high-growth businesses.
Guided 100+ companies to double-digit profit growth.
Featured speaker at Harvard Business School Executive Education.
Author of the Amazon #1 bestseller “Finance Made Simple for Managers.”
Winner of the 2019 CFO of the Year Award.
Mentored 2,500+ leaders in financial literacy workshops worldwide.
WHO IS THIS FOR...
Designed for business owners, professionals, and executives who manage budgets but have never had formal financial training.
Small-Business Owners
Service Professionals
Corporate Executives Newly Managing P&L
Non-financial Managers
Startup Founders
Consultants & Coaches
Social Enterprise Leaders
Family-Business Successors
STILL NOT SURE?
Satisfaction guaranteed
We want you to find value in our trainings! We offer full refunds within 30 days. With all of our valuable video training, we are confident you WILL love it!
STILL GOT QUESTIONS?
Frequently Asked Questions
Do you cover both Profit and sustainability metrics?
Absolutely. While we focus on profitability, each module also shows how People and Planet metrics integrate into your finance system so you can report on the full Triple Bottom Line.
Do I need an accounting background?
No prior finance experience is required. We explain every concept in plain English and provide examples you can plug into your own business.
How is the coaching different from the video course?
The self-paced videos teach the core framework. The 1-on-1 coaching applies it directly to your numbers over ten personalized sessions and includes customized financial models.
Enroll in the course now!
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