Financial Training for Business Owners

Most business owners didn’t go to school for accounting. You started your business to do what you’re good at—not to stare at spreadsheets or decode financial reports.

But knowing your numbers makes a huge difference. That’s why we offer Financial Training for Business Owners—one-on-one sessions where we break down the stuff no one ever taught you about money.

No jargon. No tests. Just real-world training that helps you run your business with confidence.

Not a Class—A Conversation

We don’t teach out of a textbook. We sit down with you (virtually or in person) and talk through your actual business. You bring your questions, your confusion, your spreadsheets—we’ll walk you through it all.

Here’s what we can cover:

• How to read and understand your financial reports

• What a profit & loss, balance sheet, and cash flow report really mean

• What to look for each month to stay on top of your money

• How to track expenses and income more clearly

• How to price your services based on real numbers

• What cash flow really is—and how to manage it

• Common mistakes business owners make (and how to avoid them)

We tailor each session to your business. If you only want to understand P&L reports, we’ll focus on that. If you need a full crash course, we’ve got you.

Why It Helps

When you understand your numbers, you stop guessing. You’ll be able to:

• Make better pricing decisions

• Know when you can afford to hire

• Avoid overspending

• Spot slow months before they hit

• Plan ahead with real confidence

One business owner in Portland told us, “I used to feel stupid in every meeting with my CPA. After two sessions with you, I actually know what I’m looking at.”

That’s the point. Not to make you an accountant—just to make you feel in control.

Great for New and Growing Businesses

Whether you just started or you’ve been in business for years, it’s never too late to learn this stuff. We’ve worked with:

• Solo entrepreneurs

• Small teams

• Business owners who were doing their own books

• Business owners who had a bookkeeper but didn’t know what they were looking at

Even if you think you’re “bad with numbers,” we’ll help you make sense of it.

Simple Tools, Real Examples

We use your actual business as the example. Your reports, your invoices, your cash flow. And we show you the tools that make life easier—like how to pull a clean report from QuickBooks or how to spot when something’s wrong.

We can also help you build a simple monthly checklist so you stay on top of things.

Based in Seattle. Helping Clients Everywhere

We’re local to Seattle, and we train clients across Portland, Memphis, and the rest of the U.S. All sessions are remote-friendly, and we work around your schedule.

Let’s Make the Numbers Make Sense

You don’t need to be an accountant. You just need someone to explain things in a way that actually clicks.

If you’ve been winging it, avoiding your reports, or just feeling out of the loop—this is your chance to get caught up and take control.

Clear sessions. Real support. No pressure.