Beyond the P&L: Financial Analysis Masterclass
Understanding Profit, Cash Flow & the Financial Reality

Finally… a way to actually understand what the balance sheet is telling you. And more importantly—how it explains profits, cash flow, and what’s really happening inside the farm-business.

A deep-dive training for business advisors who want to move beyond surface-level financial analysis—and confidently connect the dots between the income statement, balance sheet, and cash flow.

Live classes meet weekly beginning Wednesday, April 29th at 1pm EST

Live classes begin Wednesday, April 29th at 1pm EST. Enroll before April 18th to receive an "early bird" discount!

Live 4-Week Class

For experienced business advisors

$399
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  • 4 Live Sessions
  • Group Coaching Calls

Live Class + Foundational Course

For new business advisors

$599
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  • Live classes, plus
  • Self-paced core courses

Beyond the P&L is a 4-session live class that will help you understand the story behind the numbers, so you can help your clients build businesses that are not just profitable—but sustainable.

➡️ Understand why a profitable business still doesn't have cash
➡️ Recognize if operations are funded through profits or if increasing debt is sustaining it
➡️ Spot operating challenges that impact cash (like inventory or receivables)
➡️ Plan for financing with a balance sheet that lenders want to see

In short, you'll recognize all the important details of the business that can only be found on the balance sheet.

I'm in! Sign me up!

You can read a profit & loss statement.

You know the basics of the balance sheet.

But when a client asks:

? “If I’m profitable, why don’t I have cash?”
? “Where did the money go?”
? “Can I afford this investment?”

...things start to get a little murky.

You’re not alone.

Most advisors were never taught how to connect the three financial statements in a meaningful, practical way.

And that’s exactly what this course is designed to fix.

Imagine this...

You sit down with a client…

and instead of just reviewing reports, you can:

✔ Explain exactly why cash is tight—even when profits look good

✔ Spot issues in their financials within minutes

✔ Walk them through how a decision will impact their business before they make it

✔ Confidently connect the dots between all three financial statements

That’s the shift.

From reporting → to real insight.

Here's what people are saying...

About the Instructor

Hi, I’m Julia Shanks, author of The Farmer’s Office and 3-time entrepreneur. Since 2008, I’ve been working with farmers and market gardeners around North America to help them get a handle on their numbers and build financially sustainable businesses.

I came to this career after 15 years of working as a chef, getting an MBA in entrepreneurship, and launching my own businesses. Though I’m not a farmer, I know the challenges from my years of cheffing. I know what it’s like to work on your feet all day, in a hot kitchen (maybe as hot as a summer field of squash and tomatoes), working with sharp objects, burning and cutting myself.  I know what it’s like to worry about payroll and finding new customers. And I’ve had to think long and hard about how to price my catering events so that I can cover my costs, pay my workers, and have something left over.

Now, after working with hundreds of farmers) and seeing similar challenges, I wanted to package up what I learned, along with the tools I created, to help as many farmers as possible achieve financial sustainability.

My goal with this course is to

  • Understand how profit, cash flow, and the balance sheet connect to tell a cohesive story
  • Confidently analyze financial data and trust what you’re seeing
  • Guide your clients toward better, more sustainable financial decisions

Because this isn’t just about understanding the numbers.

It’s about using them to help businesses grow in a way that’s thoughtful, strategic, and sustainable.

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Who is this course right for?

Business Advisors

You work with clients and want to give better financial guidance that comes from a deep understand of cash flow.

Grant Writers

You understand the basics, but want to go deeper, and create more realistic business plans.

Experienced Farmers

You’ve looked at the balance sheet and thought, “I know this matters… but I’m not sure how to use it.”

Ready to get started? Enroll now!

Imagine where you could be 1 month from now...

✔ Looking at a balance sheet and actually understanding what it’s telling you
✔ Confidently explaining to a client why they’re profitable—but still low on cash
✔ Spotting issues in financial statements quickly (instead of second-guessing yourself)
✔ Walking clients through how decisions impact profit, cash flow, and long-term sustainability
✔ Feeling clear, capable, and confident when talking about numbers—without getting lost in the details

This isn’t about becoming an accountant.

It’s about having the clarity and confidence to use financial data to guide better decisions.

Are you ready to truly understand what your clients’ numbers are telling you?

More importantly, are you ready to stop second-guessing yourself—and confidently guide your clients with clarity around profit, cash flow, and financial decisions?

FAQs

You've Got Questions? We've Got Answers!

The course includes 4 live sessions plus group coaching calls. Participants will have access to the class recordings.
The class meets on Wednesdays at 1pm for 4 weeks in a row, starting on April 29th. We will convene via zoom.
Yes! All sessions will be recorded and posted to the class portal within 24 hours of the live session.
Participants are encouraged to engage and ask questions during the live class. We will also host group coaching calls to address lingering questions that come up.
This course takes the foundational knowledge of how to read financial statements and goes more in depth. If you found yourself wanting to know more about cash flow and the balance sheet (and especially how to use the balance sheet for financial analysis), then this class is for you.
This is an advanced course. If you've been working with farm financials for a while, and are familiar with the balance sheet, then you'll be fine.
We will meet for 1.5 hours each week for 4 weeks. In addition, we will have a group coaching call.
If you're watching a video, or going through one of the calculators, and have questions... just leave a comment on the lesson page and we'll get back to you. We only respond to course questions on the lesson page so others can benefit from your question and the answer.
You have access for 1 year.
We offer refunds before the course begins and if we can fill your spot. The class size is limited to allow for maximum interaction; and someone else may have not been able to enroll.
Drop us a line.. We'll get back to you within 2 business days.
Click here.
Ready to get started? Enroll now!