Managing and Projecting your Business Finances

Managing and Projecting your Business Finances udemy course

Understanding how to manage business finance; financial literacy; become a financial expert; liquidity management & more

Build a Financially Smart, Fundable, and Scalable Business — Starting Today!

Are you a startup founder, entrepreneur, or small business owner struggling to manage your business finances or pitch effectively to funders? You're not alone—and you're in the right place.

This practical, step-by-step course helps you master the essential financial skills every entrepreneur must have to build a profitable, fundable, and sustainable business. Whether you’re just starting out or preparing to scale, this course equips you with the tools, templates, and knowledge you need to understand your numbers, make better decisions, and attract funding—without needing to be an accountant.

What You’ll Learn:

• Why financial literacy is critical to long-term business success and funding readiness

• How to develop the mindset of a financially strategic founder

• The structure, function, and practical use of key financial statements (P&L, Balance Sheet, Cash Flow)

• How to complete, analyze, and interpret your Income Statement—revenues, margins, expenses, and net profit

• How to break down your Balance Sheet into assets, liabilities, and equity—and what it tells funders about your business

• The difference between profit and cash flow, and how to plan, analyze, and manage your cash with confidence

• How the three core financial statements link together to tell the story of your business

• Monthly financial review practices and templates for consistent financial health monitoring

• How to build real-world budgets for your startup or growing business using modern tools

• Budgeting tools and techniques to compare actual performance vs. planned targets

• How to prepare the financial documents and metrics that funders, grantors, and investors require

• Step-by-step instructions on how to create a simple 12-month financial model with revenue forecasts, profit margins, and funding needs

• How to present and justify your financial narrative to investors using tools like Canva, Excel, and ChatGPT

• How to integrate tools like Wave, QuickBooks, Google Sheets, Zoho Books and Xero into your financial workflows for better decision-making

This Course Is For You If You Want To: • Improve your business decision-making and reduce financial guesswork • Set up financial systems that help you grow and scale your business sustainably • Understand your numbers and confidently talk to funders, boards, and partners • Learn practical finance without becoming a finance expert • Use free and low-cost digital tools to manage, present, and project your business finances.

This course is part of the Online Skill-Up for Business (OSB) series by Skills Outside School Foundation, built to equip global entrepreneurs and changemakers with the skills to build fundable, scalable, and impactful ventures.

Take control of your business finances today and make better decisions, manage smarter, and get funder-ready!

Enroll now and start building the financial muscle your business needs to thrive