Training to get your business up to speed

Here at FinTeam, we want all our clients to be financial superstars. That's why we offer a variety of business financial training courses covering all aspects of the financial landscape.

All classes are roughly 2 hours, and can be done in person or online, and for class sizes from 5-40 attendees.


TP101 - Financial Statement Analyses I: Intro to Financial Statements
What makes up the Income Statement, Balance Sheet, and Statement of Cash Flow, and how are they used.

TP102 - Financial Statement Analyses II: Financial Relationships & Ratios

How do the three financial statements relate to each other and what can comparative ratios tell us.

TP201 - Budgeting & Forecasting Processes
Learn various methods for building business budgets and financial projections.


TP202 - Developing KPI's and Rewarding Business Performance
ow to identify key metrics that drive the business and get buy-in from the team.

TP301 - Sensitivity Analysis 
Develop templates and basic models for what-if analysis.

TP302 - Capital Budgeting
Develop models for the purpose of analyzing investment opportunities.

TP401 - Business Valuation Methodologies
Learn several common approaches to determining a business's value.




SA101 - GAAP Revenue Reconciliation
Learn appropriate accounting procedures for recognizing revenue, regardless of industry.


SA201 - Contribution Margin and Transfer Pricing
Learn how to evaluate profitability of product/service changes across an organization.


SA301 - Price/Volume/Mix Analysis
Dig deeper into what is driving revenue and how to grow margin.



EC101 - Controllable vs. Non-Controllable Expenses
Breaking down expenses into areas where you can make the most impact.

EC201 - Variable vs. Fixed Expenses & Modeling
How to forecast expenses with changing prices, seasonality and other sales drivers.


EC301 - Capacity Models
Learn how to ensure your team is appropriately staffed.

EC401 - Product Cost Accounting and Overhead Methodologies
A detailed look at cost drivers and assigning other costs to each product/service.