Learn to read your own numbers.
FINANCE EDUCATION
Practical financial education for founders and teams. Understand your P&L, balance sheet, cash flow, and KPIs well enough to make decisions with confidence.
For anyone who gets the reports and wants to use them.
WHO IT’S FOR
Founders and owners
The reports arrive every month and you want to know what they’re telling you, and what to do next.
Teams who work with the numbers
Operations, sales, and managers who make decisions that move the numbers, without a finance background.
Boards, partners, and leaders
People who need to ask better questions of the financials in front of them.
WHAT’S INCLUDED
Six ways I teach the numbers.
Report walkthroughs
Your own reports, line by line, in plain language.
KPIs that fit your business
The few measures worth watching every month, and what each one is telling you.
Profit versus cash
Why a profitable month can leave you short, and how to see it coming.
Meeting preparation
Working sessions before board, partner, lender, or investor meetings, so you know the answers first.
Team training
Sessions for the people who work with the numbers every day.
A one-page guide to your numbers
A short reference you keep: what each report and KPI means for your business.
From a report to a decision.
A WORKED EXAMPLE
A report is only useful once you know what it means and what to do about it. We start with the number, find the story behind it, and end with a choice you can act on.
The report says
Net income: $38k
What it means
Profitable on paper, but the cash is sitting in inventory.
What you decide
Order smaller batches more often, or change the payment terms.
Learn on your own numbers, not a textbook.
HOW IT WORKS
Format: Single sessions, a short series, or built into ongoing accounting or CFO support, one-to-one or with your team.
Start with your reports
We begin with the reports you already have and the questions you’re stuck on.
Learn the story behind them
I explain what drives each number and which ones matter for your business.
Use it in your next decision
You apply it to a real decision or meeting while I’m there to check your thinking.
I teach this to rooms, too.
WORKSHOPS AND SPEAKING
Finance explained clearly has been part of my work for years, from client teams to audiences of hundreds. I’m available for workshops, webinars, and panels for founder groups and business organizations.
Where I’ve taught and spoken
Annual user-group sessions for audiences of 500+
NAWBO annual meeting
Food Business News webinar panel
Pitch competition judge
Member, NAWBO National Education Committee, and regular mentor to food and beverage founders
Bring your reports. We’ll read them together.
A short intro call is the easiest way to see what to learn first and what format fits.
Prefer email? stephanie@berwickfinancial.com