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QuickBooks® Training Library

From Bookkeeper to CFO


Course
Alicia Katz Pollock
Free
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Numbers alone don’t grow a business — insight does. Business ratios turn financial data into a clear story about what’s really happening inside a company, and when used well, they become one of the most powerful tools you can use to guide clients toward stronger performance and sustainable growth.

Masterclass: Using Business Ratios to Drive Smarter, More Profitable Decisions

Numbers alone don’t grow a business — insight does. Business ratios turn financial data into a clear story about what’s really happening inside a company, and when used well, they become one of the most powerful tools you can use to guide clients toward stronger performance and sustainable growth.

In this Masterclass, you’ll learn how to move beyond simply reviewing reports and start using ratios as a strategic advisory tool. We’ll break down the most impactful ratios across liquidity, leverage, efficiency, and profitability, showing you how to quickly assess the health of a business, spot red flags, and identify the key drivers that influence results.

You won’t just calculate formulas — you’ll learn what each ratio actually means, when to use it, what “good” looks like, and how to influence it in real-world scenarios. Using horizontal and vertical analysis, you’ll see how to track trends over time, compare performance, and turn raw numbers from the income statement, balance sheet, and operations into practical recommendations clients can act on.

By the end of this session, you’ll be able to confidently answer questions like:

✔ Is this business getting healthier or riskier?

✔ Where is cash really being tied up?

✔ Which levers will most improve profitability?

✔ How can I guide my client toward hitting their targets faster?

If you want to provide higher-value advice, strengthen client trust, and help businesses grow with clarity instead of guesswork, this Masterclass will give you the framework to do exactly that.

 

 

Join our friends at The CFO Project for this free webinar and explore your potential!

 


Course Updated: March 2026
Course Materials Updated: March 2026

Here is the course outline:

1. How to Join the Live Class Zoom

Click the link below for instructions on how to join the live zoom

How to connect to the Zoom webinar

2. Download the Handouts

Download the handoust that go with the course.

Find out more through Royalwise's partnership with The CFO Project
CFO Project: Double Your Revenue
Alicia on the CFO Project's Podcast, Sept 2024

3. Watch the Videos: How to Transition from Bookkeeper to CFO

Go from burnout to balance by becoming a high-earning CFO Advisor! Instead of just being a recorder of the past, transition to also helping business owners have a better future.

Intro and Agenda
The Accountant's Trap
What Does a CFO Advisor Do?
How to Know if You're Qualified to Provide CFO Advisory Services
Package and Price Your Bookkeeping and CFO Advisory Services
Deliver an Advisory Service in Way that Gets Results
Get Over Imposter Syndrome and Start Offering Advisory Services
Takeaways
Next Steps

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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