Financial Literacy Workshops for Every Business Stage
Over 30 Years of Experience in Financial Education
Empowering Small Business Owners Through Financial Clarity

Financial Literacy Training for Entrepreneurs & Community Partners

At Small Business Financial Intelligence (SBFI), we believe that financial clarity creates confident entrepreneurs. Our financial education services are designed to provide small business owners, entrepreneurship support organizations, and community development institutions with the tools, insight, and training they need to improve financial decision-making at every stage of business growth.

From customizable workshops to co-branded curriculum for CDFIs, our financial education services are built to support economic development with practical, real-world financial instruction. Every program is backed by decades of experience and tailored to meet the needs of diverse learners and mission-driven institutions.

Financial Education Services for Entrepreneurs, CDFIs & Municipal Programs

We know that financial literacy isn't one-size-fits-all. That's why we're offering reframed training programs in financial literacy, with courses we’re calling LENS (Learning for Entrepreneurial Success). These courses are built around real-world examples and personalized content that meets learners where they are.

Whether you're supporting first-time founders or experienced business owners, our educational offerings will help make complex concepts more accessible and applicable. Ready to help your community build stronger financial foundations? Schedule a financial consultation today!

Educational Programs That Drive Financial Confidence

We work with:

CDFIs & Entrepreneurial Support Organizations to develop co-branded or white-labeled curriculum that supports lending goals and borrower readiness.
Economic Development Teams & Community Planners to deliver high-impact workshops tied to business support, financial literacy, and economic inclusion programs.
Entrepreneurs & Small Business Owners to provide live or on-demand training that builds core competencies in cash flow management, credit understanding, and long-term planning.

Our programs are interactive, grounded in real business challenges, and built for impact.

Tailored Strategies For Smarter Financial Decision Making

We don’t rely on generic presentations or off-the-shelf slide decks. Every LENS training session and curriculum module is customized to align with the goals of your organization, community, or learners.

Our LENS participants will walk away with a better understanding of how to:

Balance Your Budget

From fixed expenses to seasonal shifts, our programs teach small business owners how to manage day-to-day cash flow, build a working budget, and plan ahead with confidence.

Build Stronger Credit

We break down credit reports, explain how lenders evaluate creditworthiness, and share real strategies for improving personal and business credit health.

Understand Business Loans

We demystify common loan structures, repayment terms, and financing options. Our programs help business owners understand how to use borrowed capital wisely and sustainably.

Plan For Growth

Our workshops support long-term planning by teaching participants how to identify financial goals, evaluate pricing strategies, and prepare for future investments in their business.

Small Business Financial Intelligence: Empowering Entrepreneurs with Knowledge

Financial education is the foundation of economic resilience. When entrepreneurs and support organizations have access to relevant, actionable training, they’re better equipped to build sustainable businesses, access capital, and strengthen communities.

Led by our founder, Michael Dorsey, Small Business Financial Intelligence brings over three decades of experience to your classroom, boardroom, or community forum. We don’t just educate — we illuminate what’s financially possible.

Let’s talk about how we can bring clear, data-driven financial education to your business, organization, or community! Contact us today to consult with our financial planning team.

Our Financial Modeling Process

Initial Meeting

We’ll answer all your questions when it comes to our financial modeling services. Let us help you understand exactly how our electronic spreadsheets are modeled based on your financial situation and future goals.

Discovery Discussion

We’ll review all aspects of your company – from analyzing your current financial situation to assessing all your future objectives and goals – to create an accurate financial model tailored to your business.

Further Discovery

We’ll conduct weekly meetings with you to sift through your company’s financial data and operations. All business drivers are uncovered and reviewed based on how you see your business currently and in the future. Primary and secondary drivers are owner determined and installed in the model as levers.

Model Delivery

The iterative and collaborative discovery discussions that identified all primary and secondary drivers will culminate in a final meeting where the delivery, explanation, and documentation of a customized Decision Tool will take place. The levers can be pulled to model infinite current and future business scenarios, thereby improving business decision making.

What Our Clients Say

I had the privilege of closely working with Michael on creating a complex financial model for my multi-location business with various revenue streams. Michael's expertise and commitment were unparalleled. He quickly understood the intricacies of my business. He tailored a commendable financial model that captured the complexities of our operations and enabled a comprehensive analysis of our financial performance and future planning. Unlike other experts we worked with, Michael wasted no time and efficiently executed the project. The financial model he crafted not only proved to be accurate but also offered valuable insights for making informed business decisions. His analytical skills and deep understanding of financial dynamics exceeded our expectations. I wholeheartedly recommend Michael!

-Zahnia H.

I can't thank SBFI enough for their invaluable support in shaping the success of my business. Michael's expertise in financial modeling was a game-changer, allowing me to assess my business's viability before taking the leap. What set SBFI apart was their personalized approach – Michael took the time to interview me, gaining a deep understanding of my business. This personal touch made me feel like I had a true partner in the journey. His honest insights into financial options, coupled with an optimistic outlook, not only managed my expectations but expanded them, giving me the confidence to move forward with business expansion. With SBFI, it felt like more than a service; it was a collaborative effort in growing my business.

-Marlee J.