Financial Literacy Workshops

Most people running a business never got formal training in finance. You learn as you go—by trial, error, and a few late nights Googling “what does cash flow mean?”

We get it. That’s why we created Financial Literacy Workshops for small business owners and teams who want to better understand money without feeling overwhelmed.

These aren’t boring PowerPoint presentations. They’re real, practical workshops with plain language, simple tools, and no pressure to be “good at math.”

Who These Workshops Are For

We built these for:

• Small business owners who want to make smarter financial decisions

• Nonprofit leaders who want to understand their budgets

• New entrepreneurs learning the basics

• Teams who need to get on the same page about spending and goals

• Anyone tired of feeling lost when financials come up

You don’t need any background in finance. You just need the desire to understand your numbers and run your business with confidence.

What We Cover

Each workshop is built around real-world examples, common business questions, and simple explanations.

Topics include:

• What a Profit & Loss statement actually tells you

• How to read a balance sheet (without zoning out)

• Understanding cash flow (and why it matters more than profit)

• Setting up simple budgets that actually work

• Pricing services based on real numbers

• Planning for taxes instead of being surprised by them

• Common bookkeeping mistakes and how to avoid them

• Tools that help—like QuickBooks, spreadsheets, and dashboards

We don’t just teach—we walk you through examples using real-life business scenarios so it actually sticks.

Custom Workshops for Your Industry or Team

We tailor each session to your audience. Whether you run a nonprofit, a restaurant, a creative business, or a construction company—we’ll build a session that speaks your language.

Want to host a workshop for your local business group or coworking space? We do that too.

Why It Works

We had a client in Seattle—a husband-and-wife team running a catering company—who said they “hated numbers.” After one workshop, they changed their pricing model, started reviewing their monthly P&L, and increased profits within two months.

That’s what happens when you understand the numbers. You make smarter decisions—and it shows up in your bottom line.

No Buzzwords. No Pressure. Just Useful Info

We keep things simple on purpose. We’ll never throw around terms like EBITDA or GAAP unless you ask us to. Instead, we focus on helping you understand how to:

• Make decisions using your numbers

• Talk confidently to your CPA or banker

• Avoid common mistakes

• Run your business with more control and less guesswork

Let’s Teach You the Stuff No One Else Did

Whether it’s just you or your whole team, these workshops will help you take the mystery out of money.

No boring slides. No finance degree needed. Just practical help that actually makes sense.