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Entrepreneurial Finance: Small Business Financial Management Basics (Course Id 2497)

QAS / Registry
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Author:

Rob Stephens, Founder of CFO Perspective, Adjunct Instructor Gonzaga University

Course Length:

Pages: 62 ||| Word Count: 28,386 ||| Review Questions: 12 ||| Final Exam Questions: 20

CPE Credits:

4.0

IRS Credits:

0

Price:

$35.95

Passing Score:

70%

Course Type:

Text
Entrepreneurial Finance: Small Business Financial Management Basics - CPE course for CPAs

Technical Designation:

Technical

Field Of Study:

Finance

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course provides a financial overview of the entrepreneurial journey from startup through operational decisions to exit planning.

  • Covers business structure selection and sources of cash available to small businesses.
  • Explains small business cash flow management alongside key small business financial metrics.
  • Addresses pricing and profitability analysis, risk management, and exit planning.
  • Worth 4.0 CPE credits in Finance as a self study text course on entrepreneurial finance, requiring a 20 question final exam preceded by 12 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The Entrepreneurial Finance course recognizes characteristics of funding sources available to a startup.

This course recalls how to assess the profitability of pricing changes.

This course recalls types of business structures available to entrepreneurs.

Entrepreneurial Finance Small Business Financial Management Basics is a Technical, self study text course in Finance carrying 4.0 CPE credits, with a 20 question final exam and 12 review questions (optional) required for a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

This class provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning.

You’ll learn:

  • Why and how entrepreneurs start companies
  • Business structure selection
  • Sources of cash
  • Financial struggles of small businesses
  • Small business cash flow management
  • The financial components of a business plan
  • Strategic planning
  • Key small business financial metrics
  • Pricing and profitability analysis
  • Risk management
  • Exit planning

This course comes from an Entrepreneurial Finance class the author teaches to MBA students at a university. The author has been the CFO, SVP of Finance, or Director of Operations at multiple small and medium-sized companies.

Usage Rank:

65882

Release:

2025

Version:

1.0

Prerequisites:

None.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

25-Oct-2025

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Entrepreneurial Finance: Small Business Financial Management Basics - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • Recognize characteristics of funding sources
  • Recall types of business structures
  • Identify key financial metrics
  • Recall how to assess the profitability of pricing changes

Course Contents:

Chapter 1 - Entrepreneurial Finance: Small Business Financial Management Basics

Introduction and Overview

The Purpose of Your Company

The Roles of the Entrepreneur

Sources of Cash

Review Questions #1

Buy or Franchise

Types of Structures

How Small Businesses Get Into Financial Trouble

Business Plans

Strategic Planning

Review Questions #2

Cash Flow Management

Financial Metrics

Business Growth

Marginal Profitability and Pricing Analysis

Review Questions #3

Risk Management

Exit Planning

Review Questions #4

Glossary/Index

Click to go to: Finance CPE Courses for CPAs & Accountants | CPEThink
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