You're expected to lead with strategy - but your financials feel unclear, outdated, or overwhelming.  That uncertainty makes it hard to make decisions, explain the numbers, or feel fully in control.  Strategic Finance for Leaders helps you finally trust, understand, and use your financials - so you can lead with clarity, confidence, and direction.

What You'll Walk Away With

  • The ability to evaluate if your financials are accurate and up to date.

  • A repeatable monthly finance workflow to stay on track and in control.

  • The ability to speak the language of finance - clearly and confidently - without getting lost in jargon.

Strategic Finance for Leaders

This practical, on-demand course is designed to help you feel confident that your numbers are accurate, aligned with your goals, and ready to support your next big decision.

    1. Welcome Video

    2. Introduction to this Course & Instructor

      FREE PREVIEW

    3. Getting the Most From This Course

    1. Financial Glossary

    2. Financial Data

    3. Accuracy First - If You Have Any Doubt Start Here!

    4. Understanding Financial Statements

    5. Basic Financial Reports to Review Every Month

    6. Foundations & Financial Fluency Quiz

    1. Software and Programs to Support You

    2. Safeguarding the Financials and our Team

    3. Monthly Accounting Checklist for Leaders

      FREE PREVIEW

    4. Systems that Support You Quiz

    5. Mid-Course Check-in

    1. Budgeting

    2. Cashflow Budget Overview

    3. Cashflow Budget Tool

    4. Budgeting for Capital Expenses / Assets

    5. Goal Setting

    6. Goals and Budgets Quiz

    7. 2026 Board Summary Overview

    1. Ways to receive support

    2. End of Course Survey

    1. Frequently Asked Questions in QuickBooks Online (And Beyond)

    2. QBo Suggestions in the Bank Feed - What the heck?!

    3. I haven't looked at my books in a LONG time. What do I do next to make this easier?

    4. What's the difference between matching to a deposit, payment, invoice, or sales receipt?

    5. What do I need to be doing for 1099 contractors?

    6. QuickBooks Loans with Get Paid Upfront

    7. I received notice of a garnishment. How do I read this?!

About this course

  • $49.00 / month
  • 40 lessons

Start Leading with Financial Clarity

Enroll today

This course is led and designed by your go to operational strategist, Megan Finn

She loves continuous learning, sharing knowledge, and partnering with people and organizations making a difference in their community.

Megan Finn

As a Certified Nonprofit Accounting Professional and licensed facilitator, Megan combines financial strategy with real-world practicality—helping leaders focus every dollar and decision on what matters most. As the founder of Frenzy to Freedom, Megan works with leaders —both nonprofit and for-profit— who are ready to stop feeling uncertain about the numbers and start using them as powerful tools for strategy and growth. Megan created Strategic Finance for Leaders to demystify financial management and give you tools you can actually use. Her passion is helping executive directors and business owners prioritize, implement, and thrive with confidence.

Benefits of this course

  • Discussion opportunities

    Share your questions and comments. While financials can be set up similarly, they usually aren't! Accounting is creative and there are several ways to do things the RIGHT way.

  • Self Paced

    Learn how to use tools and technology to your advantage. Whether you are just doing the basics or ready to take the next step?

  • Frequent Updates

    We are constantly adding content and updating this site. Check back regularly and don't forget to submit your questions!

  • Better Board & Team Communication

    Gain a clear understanding of procedure and policy that safeguard your financials, your team, and the reason you work so hard.

  • Confidence in the Numbers

    Spot red flags, trends and opportunities to understand what your financials are really telling you.

  • More Time for Leading

    Enable your finance team members to take care of the details and create sustainability within your organization so that you can spend less time buried in spreadsheets and more time driving impact.

Course Bonuses

What You Get Beyond the Lessons

  • Downloadable Templates & Tools

    *Monthly Financial Review Checklist *Budget vs Actual Monthly Cashflow Spreadsheet *Financial Policy Starter Guide

  • Q&A Opportunities

    This discussion based course allows for feedback and questions on any topic. Don't see a topic listed? We provide space to reach out and get your questions answered and added to the course.

  • Discounts on Consulting Packages

    Access to book consulting one on one calls at a discounted rate. Get the answers to your specific questions in a private setting.

Try It Risk-Free

We believe in the value of this course - and we want you to feel confident too.  If you don't walk away feeling more confident in your financials and your financial knowledge, just reach out within 30 days for a full refund.  No stree, no pressure - just support.