Our Method – Vistandi Financial Statement Training

The Core Principle

Learning happens through real examples.

Most financial literacy courses use hypothetical companies and generic examples. The problem is that when you go back to your own documents, the translation is never quite right. Your balance sheet looks different from the textbook version.

Our approach is different. You bring your actual financial statements — the ones your accountant prepared for your specific business — and we work through them together. Every explanation is grounded in your real numbers.

This means you leave each session with understanding that's immediately applicable to your business, not knowledge that still needs to be "translated" to your situation.

Trainer pointing at financial document while explaining concepts to a business owner at a table

The Process

From confusion to clarity.

A straightforward progression through the three core financial statements, each building on the last.

1

You Arrive with Your Documents

Bring the most recent annual financial statements your accountant prepared. No preparation required — you don't need to understand them yet. That's what the sessions are for. We start from wherever you are.

2

Session One — The Balance Sheet

We open your balance sheet and walk through it together. Assets, liabilities, equity — what each section means, what the main accounts represent, and what the overall structure tells you about your company's financial position. We identify where to look first and what the key numbers mean.

3

Session Two — The Income Statement

Revenue lines, cost of goods sold, operating expenses, and the different levels of profit. We explain each section in the context of your specific business and industry. You'll understand how to read from top to bottom and what each subtotal actually means for how your business is performing.

4

Session Three — Cash Flow

The statement most business owners find hardest to read. We break down operating, investing, and financing activities. Most importantly, we explain the fundamental difference between profit and cash — and why a business can be profitable on paper while struggling with liquidity.

5

You Leave with Practical Tools

A list of questions to ask your accountant, an understanding of how the three statements connect, and the confidence to look at your financial documents without feeling lost. Not for passing an exam — for running your business with better information.

What We Are and Aren't

Important distinctions.

What Vistandi Does

Teaches business owners to read and understand financial statements

Works with documents your accountant has already prepared

Explains accounting concepts in plain, accessible language

Helps you formulate better questions for your accountant

Focuses on practical understanding for business decisions

What Vistandi Does Not Do

Prepare, audit, or sign financial statements

Provide accounting or tax advice

Replace your accountant or bookkeeper

Correct errors in your financial documents

Offer investment or financial planning services

A method built around your documents.

Learning happens through real examples.

From confusion to clarity.

Important distinctions.

What Vistandi Does

What Vistandi Does Not Do

Ready to understand your own numbers?