Intro to Finance Essentials 02 with AI

​Our 9-week program is designed for aspiring entrepreneurs with basic accounting knowledge or prior completion of Finance 01. Participants will gain practical skills in business finance and QuickBooks, including analyzing financial statements, managing cash flow, applying common size and comparative metrics, calculating break-even points, and using time value of money in real business scenarios.

​Language: English & Spanish translation

​Week 1 – July 7: Balance Sheet & Income Statement

• ​Understand assets, liabilities, and equity

• ​Understand revenue, expenses, and net income for business planning

​Week 2 – July 14: Cash Flow Statement

• ​Track cash inflows and outflows

• ​Learn how cash management impacts business decisions

​Week 3 – July 21: Common Sizing and Comparative Metrics 01

• ​Calculate common size financial statements (percent of total assets, total revenue, etc.)

• ​Introduce key financial ratios

​Week 4 – July 28: Comparative Metrics 02

• ​Analyze profitability, liquidity, and efficiency ratios

• ​Compare performance with industry benchmarks

​Week 5 – August 4: Mid-term Exam and Review

​Week 6 – August 11 : Conversion Cycles and Break-even

• ​Introduce and calculate inventory, receivables, and payables turnover

• ​Compute break-even points for products or services

​Week 7 – August 18: Time Value of Money

• ​Calculate present and future value of cash flows

• ​Practice using loans, mortgages, and investment scenarios to make informed financial decisions

​Week 8 – August 25: Final Exam

​Week 9 – September 1: Review & Celebration