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What You Need to Know About Your Books
as a Business Owner


After finishing the video included below, you will be given access to its accompanying presentation and granted a CCB certificate showing the credit hours earned from completing this course. You must watch the video in full to qualify for the credit. Thank you for learning with PBDG!

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Class Description

Learn how your business is performing, instead of just relying on your bookkeeper to understand if and how you make money.

As a business owner, you know that financial statements are not only a reflection of your organization’s financial health, but are tools that can help grow your business by providing you information to make and plan for better financial decisions. This course will focus on the 3 key financial statements that you should know and feel comfortable with: balance sheet, income statement and cash flow statement and key ratios that will assist you in understanding your company’s health

Participants should expect to finish the class with:

  • A working knowledge of the balance sheet, income statement and cash flow statement and the key ratios and how to utilize them.
  • They should also be able to use that knowledge to spot opportunities for growth, foresee any potential financial issues and to be able to utilize historical trends and information to build forecasts to anticipate future performance

Class Level

This is a beginner level class: This is a beginner level class. Beginner level firms are either a start up business or in ramp up mode where your business is picking up, you have at least one active contract, hired your first few employees and you are working on your business fulltime.

Instructor: Gretchen Walker, financial advisor with Breakaway Bookkeeping & Advising

Gretchen is a senior financial professional with more than 13 years experience in a broad range of accounting environments. She is committed to providing accurate, engaged, and collaborative accounting services, including bookkeeping, strategic planning, and financial advising. Gretchen specializes in CFO services for architecture and engineering firms.