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Entrepreneurial Finance: Small Business Financial Management

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Before starting this self study program, please go through the instructional document.


  • The Big Questions for a Business Owner
    6 mins
  • Four Functions of the Entrepreneur
    17 mins
  • Sources of Cash
    70 mins
  • Pros of LLCs
    92 mins
  • Importance of Vision and Mission Statements
    125 mins
  • Forecasting
    143 mins
  • Financial Lifecycle of a Small Business
    164 mins
  • Price Change Analysis
    185 mins

Course Description

We understand that being an entrepreneur isn't easy. While you are busy focusing on improving your product/service or winning more customers, your business finance often takes a backseat.

Sound financial management is at the heart of every business, no matter how big or small. Without it, even viable and potentially profitable businesses will fail.

As per the reports of Small Business Administration around 20% of small business fail in the first year, 50% go belly up after five years, and only 33% make it to 10 years or longer.

This online continuing education class provides a financial overview of the entrepreneurial the journey from start-up to operational decisions to exit planning.

In this online CPE course, you’ll also hear what lenders look at when deciding whether to make a loan to a small business. 

Key topics covered in this online Finance CPE webinar:

  • Why and how entrepreneurs start companies.
  • Business structure selection
  • Sources of cash
  • Financial struggles of small businesses
  • Small business cash flow management
  • The financial components of a business plan
  • Strategic planning
  • Key small business financial metrics
  • Pricing and profitability analysis
  • Risk management
  • Exit planning

Learning Objectives

  • To identify the sources of cash for a small business
  • To explore types of business structures 
  • To recognize key financial components of business plans and strategic planning
  • To discover the lending criteria for business loans
  • To explore how to assess the profitability of pricing changes

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Management Consultant
  • Outsourced CFO
  • Personal Financial Specialist (PFS)
  • Young CPA