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

Expand Economic Opportunity With Curriculum That Works

Your mission is community impact. Ours is to provide the tools that make that mission measurable, fundable, and financially sustainable.

At Small Business Financial Intelligence (SBFI), we partner with Community Development Financial Institutions (CDFIs) to design custom financial education curricula tailored to the needs of entrepreneurs and small business owners. Our programs blend clarity, accessibility, and universal relevance, giving CDFIs the ability to provide training that supports capital readiness, promotes long-term growth, and aligns with funder and community expectations.

Financial Education Services for CDFIs & Entrepreneurial Support Organizations

Whether you're working with first-time founders or established business owners looking to grow, your curriculum should reflect the unique financial challenges and goals of your community.

We work with CDFIs to create financial literacy training programs that are:

Universally applicable and accessible to diverse business communities
Designed with your audience’s economic realities in mind
Built to satisfy funder requirements and regulatory guidelines

Each curriculum we create is fully customized, whether you’re launching a new borrower readiness program or enhancing your current training materials. With decades of financial and instructional expertise behind every module, we help ensure your organization teaches with confidence and consistency.

Curriculum That Supports Community and Capital

SBFI helps CDFIs and ESOs move beyond basic budgeting or credit tips. Our content helps entrepreneurs understand how to think financially, providing tools and strategies that are rooted in the realities of doing business today.

Here’s what we help your curriculum accomplish:

Strengthen Organizational Readiness

Integrate real examples of business planning, recordkeeping, and operational cash flow into your materials. We create content that aligns with your programming and teaches through applied experience.

Comply With Local Regulations & Legalities

Ensure your curriculum aligns with local lending standards, legal frameworks, and grant expectations. We guide your content to meet compliance needs without compromising clarity.

Balance Your Budget & Funding

Teach participants how to manage limited resources, build funding strategies, and simulate outcomes before they commit. Our models help you train smarter fundraisers and savvier grant recipients.

Track & Measure Your Progress

Include built-in impact tracking within your curriculum. From KPIs to forecasting tools, we help you design courses that not only educate but also prove outcomes to your funders and board.

Finance Your Future With Small Business Financial Intelligence

At Small Business Financial Intelligence, we believe that every CDFI deserves a curriculum as innovative and impactful as the work they do. With our financial education resources and proven curriculum design process, we provide your organization with the structure, data, and clarity to teach sustainable financial strategies at scale.

Let’s design something meaningful together, because better education leads to better businesses, and better businesses build better communities! Contact us today to discover how we can help shape your financial future.

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.