Running a small business is challenging, and time is always precious. That's why understanding your financial statements is not just important – it's essential for your success. Financial fundamentals can help you prepare for capital, and guide your business in the right direction. This article will help you grasp the essentials of financial documentation without spending countless hours deciphering complex jargon. You'll learn how to create a profit and loss statement, financial projections, cash flow statement, and a balance sheet in a way that's straightforward and timeefficient. We believe it doesn't take an accounting wiz or a math genius to get a few core pieces in place that will set your business up for longterm success. Gain the knowledge and tools to make informed decisions, identify opportunities for growth, and steer your business with confidence.

Meet the Experts
ANDREW MORSE

Andrew Morse is a Senior Vice President at Global Atlantic, a leading annuity and life insurance company.  Andrew began his career as an auditor for PricewaterhouseCoopers for 5 years, was controller for the notforprofit company BELL Excel for an additional 6 years, and most recently has held various roles, all in financial reporting, or planning and analysis, at Global Atlantic for the past 10 years.  In his current role, Andrew leads a large team and collaborates frequently with various functions and customers inside and outside of the company.

OREN SHANI

Oren Shani is a credit advisor and certified business coach with Accion Opportunity Fund. Oren has 10+ years of experience managing businesses and advising other business owners. He started, managed, and expanded his own business, providing disability accommodations for live events across the country. He now helps entrepreneurs launch and grow their own businesses.