This advanced class teaches you how financial statements are built and how to read them to understand your business's true performance. You'll work through the Profit & Loss, Balance Sheet, and Statement of Cash Flows, then learn to track core KPIs and build a KPI scorecard. The course also covers analyzing, customizing, and saving reports, with hands-on "Your Turn" exercises to apply what you've learned.
You’ll learn how to…
Discover how financial statements are built
Understand accrual vs. cash accounting
Read the P&L, Balance Sheet, and Cash Flows
Track your core KPIs
Build a KPI scorecard
Analyze and interpret your reports
Customize and save reports
Apply your skills with hands-on exercises
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Ericka Otero
Jun 17, 2026
Wed · 10:30 AM CT
Course Content
13 lessons · 2 hands-on exercises · 58 min
Financial Statements Introduction1:26
How Financial Statements are Built: Who, When, What, & How Much3:33
How Financial Statements are Built: Chart of Accounts4:41
Accrual vs. Cash2:19
Profit & Loss3:21
Balance Sheet4:49
Statement of Cash Flows4:24
Core KPIs2:45
KPI Score Card5:15
Reading & Analyzing Reports5:20
Customizing & Saving Reports9:23
Recap1:34
Your Turns Solutions: Financial Reporting & Analysis9:27
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 35 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Most Popular
Certification
Training + Certification
1 user
$999.95
$699.95
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 5 certifications
5 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
$1,799.95
$999.95
30-day money back guarantee
Lifetime access to all included training
Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
