12 Week 

Financial MasterClass

Learn how to use your financial statements to make sound financial business decisions
 
business documents on office table with smart phone and digital tablet and graph financial with social network diagram and man working in the background

Are you hiding from your numbers instead of harnessing their power?

In 12 Weeks, You'll Learn:

  • Interpret your financial statements with confidence.
  • Ask insightful questions of your accountant or finance team.
  • Use financial data to make smarter business decisions.
  • Build budgets and forecasts that align with your goals.
  • Improve your financial performance and accountability.

Why MasterClasses Work

Expert Coaching & Accountability

Our interactive live group sessions are led by a Certified Public Accountant (CPA) and Fractional CFO with over 30 years of hands-on experience helping businesses grow through sound financial management.
 
This program provides tailored guidance and advice to overcoming any roadblocks. Through the powerful combination of expert coaching and structured accountability, you will walk away with a plan you can implement with confidence.

Peer Mastermind

You’re not going it alone. Each session gives you the opportunity to discuss key takeaways from the learning, tackle real financial challenges you are currently facing, and gain valuable perspectives from other business owners who are navigating the same issues you are.

Finance Made Understandable

This program is intentionally designed for business owners and managers who may not have a background in accounting or finance.

The focus is on helping you develop the ability to interpret your financial statements and use that information to make informed, strategic business decisions. You’ll gain the practical financial insight necessary to manage your organization with confidence and precision.

What You'll Learn:

Session 1

What Every Business Owner Needs to know for Financial Mastery

Session 7

Deep Dive into the Cash Flow Statement

Session 2

Effective techniques for crafting compelling calls-to-action that drive results.

Session 8

Tying Financial Statements Together

Session 3

Understanding the Purpose of the Chart of Accounts

Session 9

The Importance of Budgeting, Projecting and Forecasting

Session 4

Deep Dive Into the Balance Sheet

Session 10

Key Performance Indicators for your Accounting Department

Session 5

Part 1 - Deep Dive into the Profit and Loss Statement

Session 11

Strategies to Improve Your Numbers

Session 6

Part 2 – Cost of Goods Sold vs Overhead

Session 12

Valuation of Your Business

Meet The Expert

 
Jeff headshot draft

Jeff Yakes

Owner of Next Level CFO 
 
Jeff Yakes is a Certified Public Accountant, entrepreneur, and financial strategist with over 30 years of experience helping business owners grow and protect their wealth. As owner of Next Level CFO, Jeff works alongside business owners to make their numbers work for them — improving cash flow, growing business value, and building lasting wealth.
 
A former Big 4 tax manager and successful firm owner, Jeff combines deep financial expertise with an investor’s perspective. He helps clients create clear roadmaps for growth, acquisition, and exit, while implementing tax strategies that minimize exposure and maximize reinvestment. His mission is to help business owners understand their numbers, increase business value, and achieve financial freedom.

Take control of your finances today!

Schedule a quick 15-minute call to discover how this program can transform the way you understand and manage your business finances.