Thursday, February 27, 2020 from 9:30 AM to 12:30 PM PST
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4701 Patrick Henry Drive
Building 25, SCORE classroom
Enter in lobby, follow signs to SCORE
Santa Clara, CA 95054

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SCORE Silicon Valley 
SCORE Silicon Valley 

Financial Statement Basics - 02/27/2020 - C0405 


The financial health of your business can be better diagnosed, if you have a good understanding of basic financial terms and the purpose of key financial statements. Learn basic financial concepts and gain insight into the interpretation of your Balance Sheet, Cash Flow Statement and Profit and Loss Statement. Knowing these concepts will improve your business planning and the conversations you have with your financial professionals.

Key Topics:

  • Balance Sheet
  • Profit and Loss Statement
  • Cash Flow Statement
  • Break even point
  • Financial Statement analysis and comparisons.

Learning Outcomes: 

  • important  financial terms: assets, liabilities, payables, receivables, gross income, net income.
  • how to read Balance Sheets, Cash Flow Statements, Profit and Loss Statements
  • how to analyze Balance Sheets, Cash Flow Statements, Profit and Loss Statements


Register Now! For last-minute registration, payment at the door is always available using PayPal or Cash.

Registration Information 

Registration Fee: $55.00

Veterans: Free admission is available for this class.  Click Here for details.

Walk-ins: If space allows, you can register at the door and pay via PayPal or credit card.

Be sure to complete registration fully. Print out the ticket and bring it to class as proof of payment or save the confirmation email on your mobile device and bring it with you.

Seating is Limited.  This class begins promptly at 9:30AM so please arrive by 9:15AM to sign in and get seated.

If you have trouble registering, send an email to info@svscore.org


About The Course Instructor:

Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP Certified Financial Planner
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science