Intro to Building a
3 Statement Model
Mastering The Basics:
Creating Accurate 3 Statement Financial Models
Ask anyone who knows FP&A - this is the skill you must master
Learning how to generate a 3 Statement Model has provided the largest ROI of my career.
The 3 Statement Model includes:
These three statements allow you to evaluate a company's historical financials, and tell a story of where the company is going
With each statement, you learn something new and together they provide a full picture of the organization's performance.
The key is to make the statements dynamic - when you understand how to tie your balance sheet and income statement to each other and then connect both to your statement of cash flows...
That's when the world is at your fingertips.
Understand what happened
Understand what's going to happen
Create a universal way to view data
Analyze different scenarios
Get the full picture
Dynamically project cash flows
Why you need a 3 statement model
Your Tech Stack
Setting up your file
Create a template tab (Part I) - Set dates
Create a template tab (Part II)
Importing from your accounting software: Income statement
Importing from your accounting software: Balance Sheet
Creating them from scratch: Building a Profit & Loss
Creating them from scratch: Building a Balance Sheet
Connecting your Profit & Loss to Your Balance Sheet
Understanding how a Statement of Cash Flows works
Building a Statement of Cash Flows
Building an error check
Testing all 3 statements
4 practical examples
Example #1 - Raising $15m in Preferred Stock
Example #2 - Raising $5m in convertible note
Example #3 - Selling a $120k annual contract
Example #4 - Purchasing inventory with a 3 month cushion
Closing remarks and next steps...
I've designed my courses for finance and accounting professionals that want to take their skills to the next level. If you've experienced models that are too complex or that don't show the information you need, this course is for you.
You will learn the basics of building a three statement model. This will include going over your tech stack, setting up your file and templates, creating a balance sheet, income statement, and cash flows, and then putting them all together.
Courses come with easily digestible videos and associated templates so you can put what you learn into action immediately.
This course comes with lifetime access. Go through it as quickly as you'd like, and revisit whenever you need to in order to strengthen your skills.
No! Feel free to start the course whenever you're ready.
Your CFO Guy is committed to helping you understand the basics of 3 Statement Model. As such, we offer a 30-day money-back guarantee. If you are not satisfied with the course, you can request a full refund within 30 days of your purchase.
To be eligible for a refund, you must have completed the course within 30 days of purchase and must provide proof of course completion. If you have any questions or would like to request a refund, please contact us at [email protected] within 30 days of purchase.
We are dedicated to helping you succeed, and we are confident that the Intro to 3 Statement Model course will help you do just that.