Financial Reporting That Actually Makes Sense
We teach investors how to read beyond the numbers. Because spreadsheets tell stories—if you know what you're looking for.
Explore Our Programs
How We Got Here
Started with a frustration: too many smart investors were misreading financial statements. So we built something different.
Early 2022
The Aha Moment
Watched three clients make bad investment decisions based on quarterly reports they didn't fully understand. That was the push we needed—start teaching, not just advising.
Mid 2023
First Course Launch
Our pilot program had 18 students. Half of them were accountants who wanted to understand investor perspective. The other half were investors who'd never taken an accounting class. Both groups learned from each other—that's when we knew the format worked.
Late 2024
Curriculum Expansion
Added modules on cash flow patterns, red flags in footnotes, and what auditor language actually means. Turned out people really wanted the "between the lines" stuff that nobody else was teaching.
2025 Forward
Building Context Libraries
Now we're creating industry-specific analysis frameworks. Because reading a tech company's financials requires different skills than reading a mining operation. Next intake opens autumn 2025.
Core Module
Cash Flow Reality Checks
Most people skip to net income. We start with cash operations because that's where companies either prove their model or reveal their problems.
Advanced Topic
Footnote Forensics
The real story lives in the disclosures. Learn what triggers suspicion, what's normal complexity, and which accounting choices matter for valuation.
Practical Application
Industry Context Mapping
Same metrics mean different things across sectors. We teach you to build mental models for retail vs manufacturing vs services—and why that context changes everything.
Skill Development
Report Reading Rhythm
Speed matters when you're reviewing multiple companies. We show you a systematic approach that catches what's important without drowning in detail.
Questions We Get A Lot
Organized by where you are in the decision process
Before You Sign Up
- Do I need accounting background? No, but basic familiarity with balance sheets helps
- How much time per week? Plan for 6-8 hours including live sessions and case reviews
- When's the next intake? September 2025 cohort opens for registration in July
- Can I audit a session first? We run open workshops quarterly—next one is May 2025
During The Program
- What if I fall behind? Sessions are recorded, plus we have study groups for catch-up
- Can I ask about specific companies? Yes, we do live analysis requests in week 4 and 8
- How technical does it get? We cover IFRS and GAAP differences but focus on interpretation
- Any group projects? Three collaborative case studies—you'll work with 3-4 peers
After Completion
- Do I get certification? Yes, digital credential plus detailed skill breakdown
- Access to materials later? Lifetime access to your cohort resources and updates
- Alumni network? Quarterly analysis meetups and a private discussion forum
- Advanced courses planned? Sector-specific programs launching throughout 2026
Ongoing Support
- Can I retake modules? Alumni can join future cohorts for specific weeks at no charge
- Office hours available? Monthly Q&A sessions with instructors continue post-program
- New content added? We update case studies quarterly with recent filings
- Mentorship options? Connect with us about analysis review services separately