Mastering Business Finance for Owners & Managers

live cohorts

 

Live Cohorts

Join a group and go through 60 Minute CFO Academy together over the course of 6 live Zoom calls.

 

Live Cohorts

Our most powerful and effective training.

ONLINE COURSE + BOOK + 9 HOURS OF ZOOM GROUP COACHING

Our live cohorts gather small business owners and lead them through a series of 6 finance classes and live coaching.

Next cohort dates:

Tuesdays and Thursdays 10am-11:30am Pacific Time

Week 1: January 14 and 16, 2025
Week 2:
January 21 and 23, 2025
Week 3:
January 28 and 30, 2025
All calls are live on Zoom. Recordings are available after.

Business finance is less about knowing the numbers and more about what the numbers are trying to tell you. But few business leaders learn these key things.

Very few business owners get into business because they have a love of finance. But having a business comes with a duty to know and understand the language of business: FINANCE.

The good news is you don’t need to become a bookkeeper or CPA to do this, you simply need to know the key numbers and ratios to look at in order to effectively run your business.

Is this you when you sit down to analyze your monthly financial statements?

  • A pit forms in your stomach as you dread opening the reports.

  • You look at the Balance Sheet and wonder what the purpose of it is. 

  • You open the income statement and look at the revenue line and net profit lines and can’t figure out why the profit isn’t the same number as the bank account balance.

  • Your eyes glaze over, you get distracted and get pulled in another direction. You’re too busy to figure this out.

  • You think you are likely doing OK, but have no idea how or why.

  • You know your bookkeeper or accountant will tell you if something is really wrong, so it’s better to get back to what you are really good at, running your business.


If any of the above resonated with you, you are not alone. 

What if instead, you felt:

  • Excited to see how the business performed last month.

  • Able to scan your balance sheet and quickly understand how safe or liquid your business is.

  • Proficient at looking at your Income Statement and understanding exactly what you can do to increase your net profit, and how to prepare for good/bad times ahead.

  • Sure of how much money you will have in the bank at the end of each month and/or year.

  • Able to sleep at night knowing that you know exactly how your business is doing, and how to get the most out of your bookkeeper and CPA.

  • Able to quickly spot opportunities for growth, acquisition or exit.

  • In lock step with your banker, understanding exactly what he/she wants to know about your business in order to service your loan.

  • Confident that the next generation of leadership will be able to understand why the business has been successful and how to keep it that way.


As part of this series, you will get:

  • Lifetime access to 60 Minute CFO Academy, an online course ($549 value)

  • A physical copy of 60 Minute CFO, the book ($29.99 value)

  • 9 hours of live group coaching with financial experts ($3,000 value)

  • Industry-specific benchmarks and averages so you can know if you are on the right track

  • Become 60 Minute CFO Certified (priceless!)


Pricing options:

First time, first member of your company: $1,499

Want to add another member of your company, or are you a repeat student looking for a refresher? $750/additional member of the same company (contact us for a code)

WHO IS THIS FOR?

ABOUT THE INSTRUCTOR

Tracy Bech

Tracy Bech

Tracy is an entrepreneur with over 2 decades of experience in running and selling businesses. She is an “of the people” financial expert. She speaks in real-world terms about what your business finances really mean. She is a nationally known speaker to business owners and facilitates groups of CEOs who come together to better understand their business and numbers.

OUR PROMISE TO YOU: 

Learn what your numbers are really telling you and see your business' financials like a story unfolding in front of you.

Don't spend another minute dreading your financials. You owe it to yourself and your business to finally understand what your numbers are telling you, once and for all!



WHAT OTHERS HAVE SAID

Tracy teaches a complex subject in a kind, patient, and powerful way.
This was such an excellent course!!! Tracy is an excellent teacher, and I appreciated how accessible she was throughout the course by email to answer questions. The course materials – the book, the online course, the slides for the sessions – were very helpful and clear, with a good amount of repetition and rephrasing to make it accessible without being redundant or obtuse.

Big kudos to Tracy as an instructor, and to 60 Minute CFO in general for creating a valuable course.
I am SO glad I took this class. It was incredibly helpful as I work through my next project and how to use finance and understand terms and how they relate to each other.
I feel so much more knowledgeable and also feel confident in how I talk about financials in a way I have never before. So thank you.

Also, Tracy is a great teacher, I liked how she made things memorable and fun. It kept it light and entertaining.
I took this class to improve my Financial Literacy so I can speak more confidently about the company’s finances with other industry leaders, lenders, my banker, my accountant, and my team.
I learned how to create a 5-8-5 plan when forecasting your Income statement and that it’s all about the Gross Profit Margin! Increasing it by 1 – 2% can make a big difference!
I now feel SO much more confident reading and discussing financials, especially the balance sheet. The Business Mastery tool was worth every penny alone but being part of the cohort made it even better.
We are already having better conversations and we’ve changed our EOS scoreboard to now include Current Ratio, Debt-to-Equity ratio, monthly net cash flow change, and survival score!
Thank you so much for the wealth of information provided in the class. I am so happy I took it. It has given me the confidence I needed to take my business to the next level.
I consider the class exceedingly valuable. Tracy is a great presenter who obviously has a lot of real world experience, passion for the subject matter and has an exceptional ability to instruct those who do not possess her level of financial knowledge.
Tracy is a great educator and her passion for the material is very obvious. She has an exceptional ability to take her vast financial knowledge and express it in layman’s terms that even the non-financial folks in the group can grasp.
I really did NOT want to take the class to be honest because finance makes my head hurt but I am actually exceedingly glad that I did.

FAQ

  • Who is this guided cohort best suited for?

    This course is perfect for any business leader (CEO, CFO, manager, controller) who can make financial business decisions in their business. We have reports from people who have zero financial acumen to those who considered themselves experts who have gleaned valuable, valuable insights from this course. In addition, because this is a live group that will meet each week, you need to be available and ready to share your thoughts and opinions about the course work with the cohort.

  • I'm pretty busy. How long does this course take?

    While we don't recommend rushing, you could finish the online course in the span of a few days or even hours if you like to sit still. There are 16 videos, each about 10-15 minutes in length, and each quiz will take a couple of minutes to finish. The live cohort meetings are 1.5 hours 2 times per week for 3 weeks. The book will take you a few hours to read, depending on how fast you read. Homework should take about 60 minutes.

  • What’s the difference between the live cohort and the online class?
    The online class is self-guided and you work through the course work on your own. In the live cohort, we will set the schedule and pace of the coursework and you will have access to financial experts each week, as well as the other members of the cohort.