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Financial Fitness Basics - A Course to Master Business Finance Fundamentals
Financial Fitness Basics - A Course to Master Business Finance Fundamentals
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(102) 102 total reviews
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Are you overwhelmed, confused, or even embarrassed by your lack of business finance knowledge? No judgment, no shame. Financial Fitness™ Basics is here to help you move forward with confidence!
Small business financial expert and Certified Public Accountant Jamie Trull has created a quick 3-hour course to help you get your business finances Organized Fast and feel INSTANTLY more confident!
This one-of-a-kind program is designed to equip you with the knowledge, tools, and resources you need to master the fundamentals of business finance. It's the perfect starting point for anyone who wants to set up their business for success without feeling overwhelmed.
Financial Fitness™ Basics (FFB) is all about setting the foundation. It is a "crash course" in what you need to know about the basics of finance, accounting, and taxes.
Financial Fitness™ Basics is perfect for the business owner or self-employed individual that wants to start from square one but just isn't sure how to get started. This course will help you immediately feel more confident in understanding financial topics. Think of this one as "Business Finances 101"!
FFB is self-paced and you get access to all the materials immediately upon joining.
What's Inside?
Module 1: Fundamentals
- Understand the difference between business entity types and choose the best one for you.
- Learn the steps to operate your business properly.
- Discover how and why to track your data and what primary data you need to track.
- PLUS: Checklists, guides, and plug-and-play templates for implementation!
Module 2: Decoding Financial Statements
- Learn how to read and understand key financial statements, including Profit and Loss (P&L), Balance Sheet, and Cash Flow Statement.
- Determine what activities show up on a P&L and why they matter.
- Understand the interaction between financial statements and why profit and cash often differ.
- Discover the importance of cash flow and how to forecast it.
- PLUS: Checklists, guides, and plug-and-play templates for implementation!
Module 3: Demystifying Taxes
- Understand the different types of taxes that may impact your business.
- Learn how these taxes are generally calculated and paid.
- Discover useful strategies for reducing taxes and how to identify and avoid not-so-great strategies.
- PLUS: Checklists, guides, and plug-and-play templates for implementation!
Who Likes FREE Stuff? For a limited time, get EVEN MORE for your investment:
Bonus 1: All About S Corps Bonus Module
- Learn about S Corp requirements, paying yourself, taxes, and compliance.
- PLUS: A handy S Corp Checklist to ensure you don't miss anything!
Bonus 2: Guide to Avoiding IRS Audit
- Understand the triggers for an IRS audit and avoid serious red flags.
- Includes 11 Pro Tips for Avoiding an IRS Audit and Top 5 Myths-Busted about IRS Audits.
Bonus 3: QuickBooks Online Basics Workshop with Courtney Boudet
- Get set up and troubleshoot with QBO in this on-demand, pre-recorded workshop.
- PLUS: A QuickBooks Online Basics Workbook!
Bonus 4: Plug-and-Play Financial Worksheets
- Have the financial tools you need daily at your fingertips.
- Includes plug-and-play spreadsheets to save you $$$ on expensive software, guides, checklists, and workbooks to make what you learn actionable.
Bonus 5: LIFETIME Access
- Get LIFETIME access to the program, future updates, and our Basics resource library with the most up-to-date plug-and-play templates.
Invest in Your Financial Future For only $297, get all this:
- 3 Modules to simplify your business finances
- Bite-sized videos that WON'T put you to sleep
- Plug-and-Play Financial Tools
- Bonus Module all about S Corps
- Bonus Guide to Avoiding IRS Audit
- LIFETIME Access
Don't miss this opportunity to grab the Financial Fitness™ Basics program and all the bonuses TODAY!
Frequently Asked Questions about the Financial Fitness™ Basics Course
Who is Financial Fitness™ Basics for?
Financial Fitness™ Basics was created with small businesses and self-employed individuals in mind. It is best for solo business owners or those with a few employees. It is best suited for 1099 contractors, Schedule C filers (sole proprietors or LLCs), and smaller S Corps. FFB is generally not geared toward larger C Corps.
Will I get lost in confusing jargon and complicated accounting concepts?
Not a chance. Financial Fitness™ Basics is a jargon-free zone. We even include a free jargon-decoder that you can easily reference for conversations with your tax preparer or to impress at your spouse's company Christmas party ("Business is going great! We've made some capital investments that had a great ROI which really improved our EBITDA this year!")
Is this course a tax deduction?
While I'm not YOUR tax advisor, in general, it is typical for most businesses to invest in education. These expenses are generally seen as ordinary and necessary for businesses and therefore are typically deductible for tax purposes.
How long will it take to complete the course? When will I receive access?
We have intentionally cut through the noise to remove the overwhelm...we're all busy business owners after all!
That's why the core content of the course is only 3 Modules long and should take no more than 3-4 hours to complete. After your purchase, you will have immediate access to the course and can do it entirely on your own time.
Watch your email for login information! (Access emails typically show as from Balance CFO.)
Sounds Awesome! Can you remind me of everything I’m getting when I sign up today?
Why, thanks for asking! With the Financial Fitness™ Basics course, you'll get access to the course plus plug-and-play templates, guides, and checklists to help you manage your business finances day-to-day.
AND THAT'S NOT ALL! [cue the cheesy announcer voice]. Check out the next section for the bonuses you get in the program!
How is the course delivered? Do you have close captioning?
This is a self-paced course where you control the speed and what lessons you want to view. You will be granted immediate access to the course portal. There you will find video recordings, closed captioning, transcripts of lessons, slides, guides, and workbooks available to you. The course videos are also fully searchable to make it easy for you to find the info you are looking for quickly.
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The downloads were super helpful and easy to follow along content which also was broken up well into digestible pieces.
Wow, thanks for the fantastic feedback! Keep rocking your financial journey, and remember, we're here to support you every step of the way. Cheers to financial fitness!
After receiving advice from a knowledgeable yet flaky CPA, I felt unsure if I could trust their recommendations. I have big goals for my business and I knew that I needed a solid understanding of my financials in order to fully step into my potential. FFB was the education, guidance, and most importantly clarity that I needed. Thank you!
We understand how crucial trust and clarity are when it comes to financial guidance, especially for someone with big aspirations like you. We're thrilled that FFB could provide you with the education and reassurance you were seeking.
I should have done this long ago. I now have a very clear understanding of business bookeeping and accounting. Thank you!
Congratulations! Your success is our success. Keep shining and best of luck in all your business endeavors!
This course should be a requirement for all those who want to start a business, it is simple and very useful. No complicated terms are used. This course is very easy to navigate and it is very entertaining. English is not even my first language and so all the content here was so easy to digest, I am very happy and grateful for this course! it is a great investment
Wow, your feedback truly warms our hearts! Our goal is to make financial knowledge accessible and enjoyable for everyone, no matter where they're starting from.
This course was exactly as Jamie promised. Easy to follow, in nice, small chunks of information. Made me really enjoy looking at our financials. And, it was FUN! Jamie is an excellent teacher of the mystery of finance.
We're ecstatic to hear that you found the course both enjoyable and informative. Jamie truly has a passion for demystifying finance, and we're glad you felt that energy.