Money Smart for Small Business
Is Owning a Business a Good Fit for You? – know your strengths
- Discover how to organize, manage, and protect your business records effectively! In this interactive workshop, we offer Internal values and goals, external influences, and their relationships to financial decisions.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Planning for a Healthy Business – start-up: from plan to reality
- Learn how to turn your ideas into action! This workshop will help you create a clear resource plan, build a strong business plan, and set SMART goals to keep your business on track for growth and long-term success.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Banking Services – available for small business
- This workshop will show you how to build strong banking relationships, explore financing options, and protect your business from fraud and scams
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Organizational Types – pros and cons of business structures
- Discover how to organize, manage, and protect your business records effectively! In this interactive workshop, we provide an overview of business organizational types and is designed to help participants to understand how selecting the correct organizational type can benefit their business.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Time Management – tips to make you more efficient
- Running a business means wearing many hats—so mastering time management is key. This workshop shares simple, effective tips to help you prioritize tasks, reduce distractions, and stay focused on what drives growth. Learn how to structure your day for maximum impact and reclaim time for what matters most.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Financial Management – understanding this critical practice
- Discover how to organize, manage, and protect your business records effectively! In this interactive workshop, we break down the essentials of financial management to help small business owners take control of their cash flow, plan for growth, and make smarter decisions. Learn practical tools to manage budgets, track performance, and build a financially resilient business—without needing a finance degree.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Recordkeeping – as a managerial tool
- Discover how to organize, manage, and protect your business records effectively! In this interactive workshop, we share expert strategies for maintaining accurate records, staying compliant, and making smarter financial decisions to help your business grow.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Strong Business Credit – demystified
- Building solid business credit doesn’t have to be confusing. This workshop breaks it down step-by-step—showing you how to establish, grow, and leverage your credit profile to unlock better financing, vendor terms, and growth opportunities. Learn how to separate personal and business credit, avoid common pitfalls, and position your business for long-term success.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Risk Management – planning for what you can and cannot control
- In business, uncertainty is inevitable—but being unprepared doesn’t have to be. This workshop helps small business owners identify potential risks, assess their impact, and build strategies to manage both controllable and uncontrollable factors. Learn how to protect your operations, make informed decisions, and stay resilient no matter what comes your way.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Insurance – choices for business
- Choosing the right insurance is essential for protecting your business from unexpected setbacks. This workshop helps small business owners understand key coverage options—like general liability, property, workers’ compensation, and cyber insurance—and how to tailor them to your specific needs. Learn how to assess risks, compare policies, and make confident decisions that safeguard your operations and future growth
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Tax Planning and Reporting – understanding taxes and your business
-
Learn to organize, manage, and protect your business records. An interactive workshop on tax planning, reporting, and the essentials of cash flow management.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Selling Your Business and Succession Planning – developing an exit strategy for your business
- Every business journey eventually reaches a transition point. This workshop helps small business owners prepare for that moment with a clear, strategic exit plan. Learn how to value your business, explore succession options—from family handovers to third-party sales—and ensure a smooth leadership transition that protects your legacy and financial future.
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE
Managing Cash Flow – practical problem solving
- Discover how to organize, manage, and protect your business records effectively! Cash flow is the lifeline of any small business—but it’s also one of the biggest challenges. This workshop dives into hands-on strategies to tackle common issues. Learn how to forecast effectively, streamline invoicing, and make smart adjustments that keep your business financially steady and ready for growth
CLICK HERE TO DOWNLOAD THE PARTICPANT GUIDE