Module 3: Financial Management & Growth Metrics

Course: Scaling Your Business
Duration: ~55 minutes
Lessons: 6
Outcome: You have financial systems that support growth and a clear picture of business health.

Lesson 3.1: Financial Foundations for Growth

The Financial System Stack: Accounting Foundation, Financial Statements, and Key Metrics Dashboard.

Lesson 3.2: Cash Flow Management

Cash Flow vs. Profit, the 13-Week Cash Flow Forecast, and improving cash flow.

Lesson 3.3: Pricing for Profit & Growth

The Pricing Evolution, Value-Based Pricing Formula, and the Good-Better-Best Model.

Lesson 3.4: Key Metrics & Dashboard

The Metrics Hierarchy, Weekly Scorecard, and Leading vs. Lagging Indicators.

Lesson 3.5: Financial Planning & Forecasting

Revenue Forecasting, Expense Forecasting, Scenario Planning, and Annual Planning.

Lesson 3.6: Funding Growth

Funding Options: Bootstrapping, Revenue-Based Financing, Bank Loans, Equity Investment.

Module 3 Quiz

1. What's more important for survival: profit or cash flow?

• a) Profit
• b) Cash flow ✓
• c) Revenue
• d) Growth rate

2. What's the best pricing model for scale?

• a) Hourly
• b) Value-based ✓
• c) Cost-plus
• d) Free

Module 3 Agent Prompt

"Alex, I need to strengthen my financial management. Please have Riley set up my financial tracking and forecasting, Maya review my pricing strategy, and Kai establish my weekly metrics review."