From Bookkeeper to CFO
Course
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 ZoomClick the link below for instructions on how to join the live zoom 1 section
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2. Download the HandoutsDownload the handoust that go with the course. 3 sections
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3. Watch the Videos: How to Transition from Bookkeeper to CFOGo 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. 9 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise CPE Certificate |
