Course Description

If you own a company, your accountant will send you “financial statements” and a “company tax return” every year

What are you signing? In this course, I take you through all the elements of these documents, step by step, in plain English. We also cover what your responsible for, vs your accountant.

At the end of it, you’ll get a downloadable PDF with a worked example we do in the case study section of this course.

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CFO (B.Bus|CPA)

Rachel White

"Simplicity is the ultimate sophistication". I've been in financial services for 25+ years. I've also got a talent for making the complex simple. These courses mix both together.Making better decisions starts with understanding what your advisors are telling you. Finance has its own language. It is your business, understanding the basics concepts will help you get the best advice and make the right decisions for you. Get in touch!rachel@cfoforrent.co

Course curriculum

  • 1

    Introduction

  • 2

    Profit & Loss Statement

    • Lesson 1 - Revenue

    • Quiz - Revenue

    • Lesson 2 - Cost of Goods Sold

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    • Quiz - Cost of Goods Sold

    • Lesson 3 - Operating Expenses

    • Quiz - Operating Expenses

    • Lesson 4 - Non Cash Expenses

    • Quiz - Non Cash Expenses

    • Lesson 5 - Income Taxes

    • Quiz - Income Taxes
  • 3

    Balance Sheet

  • 4

    Cashflow

    • Lesson 1 - Why Is It Missing

    • Quiz - Why is it missing?

    • Lesson 2 - Alternatives
  • 5

    Other Elements (the legal bits)

    • Lesson 1 - Directors Declaration

    • Quiz - Directors Declaration

    • Lesson 2 - Notes To The Financial Statements

    • Quiz - Notes to the Financial Statements

    • Lesson 3 - Compilation Report

    • Quiz - Compilation Report
  • 6

    Company Tax Return

    • Lesson 1 - Profit Vs Taxable Income

    • Quiz - Profit vs Taxable Income

    • Lesson 2 - Public Officer Vs Company Director

    • Quiz - Public Officer

    • Lesson 3 - Declarations

    • Quiz - Declarations
  • 7

    Case Study