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

Giving Financial Clarity to the Heart of Your Community

At Small Business Financial Intelligence (SBFI), we partner with municipalities, local government agencies, and community boards to empower entrepreneurs through impactful financial education opportunities.

Led by our Chief Intelligence Officer and tenured financial strategist, Michael Dorsey, SBFI offers customized financial literacy workshops, speaker engagements, and other financial training programs designed to strengthen your community from the inside out, starting with the small business owners who fuel your local economy.

Whether you're planning a citywide business resource fair, a small group financial bootcamp for emerging entrepreneurs, or a one-time speaking engagement for your economic development committee, SBFI brings decades of practical financial expertise straight to your community. Because when local entrepreneurs thrive, the entire community benefits.

Let’s build a stronger local economy — one workshop at a time. Contact us to book a discovery call with Michael Dorsey today!

Community-Focused Financial Education, Training, & Workshops

The best way to invest in your community is to invest in the financial capability of its people. That’s why SBFI’s programs are tailored to support the entrepreneurs, small business owners, and community members who are vital to your municipality’s economic development goals.

From personal finance basics to business planning, budgeting, credit, and cash flow, our workshops are designed to meet learners where they are, equip them with real-world knowledge, and elevate their financial confidence.

Each workshop or consulting engagement is built to:

Support local economic development priorities
Empower under-resourced or emerging business owners
Provide actionable financial guidance with measurable results

Our training programs are designed to meet people where they're at and elevate their understanding, whether they’re business owners navigating uncertainty, entrepreneurs looking to scale, or program administrators tasked with driving economic impact.

Check out our resources to learn more about how proper financial education can unlock your community’s financial potential!

Plan a Financial Bootcamp for Your Community!

Our “Financial Bootcamp” framework helps city leaders deliver educational programming that’s effective, inclusive, and outcome-driven. Whether it’s a one-time training or a multi-session series, every workshop is customized to your municipality’s audience, goals, and challenges.

We work with you to:

Support Local Entrepreneurs & Small Businesses

Equip business owners with the knowledge they need to grow, sustain, and financially manage their ventures, so they can continue to enrich the neighborhoods they operate in.

Host Educational Events or Speaker Sessions

Bring in our experienced financial strategist Michael Dorsey for high-impact speaking engagements, Q&As, or community financial workshops that inspire action and demystify financial decision-making.

Design Community-Specific Curriculums

Looking for something a little more in-depth? We offer white-labeled or co-branded curriculum development tailored to your local business ecosystem and grant-funded initiatives.

Promote Equity Through Financial Literacy

Our goal is to help you close the gap in financial knowledge all across your community. Our workshops are built with accessibility, and clarity at the forefront.

Finance the Future of Your Community!

At Small Business Financial Intelligence, we believe that stronger financial education equals stronger economic development. Through workshops, curriculum design, and consulting, we work directly with community leaders to deliver transformational learning experiences that uplift entrepreneurs and strengthen local businesses.

Ready to bring financial literacy into your community’s growth plan? Partner with SBFI to build smarter entrepreneurs and a more resilient local economy! Contact us today to explore workshop options, speaking engagements, and curriculum development for your city or agency.

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.