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

Entrepreneur Financial Training to Plan Your Future

Starting and scaling a business takes more than hustle — it takes insight. At Small Business Financial Intelligence, we empower entrepreneurs with the knowledge and tools to make confident, data-driven decisions.

Our financial workshops are designed for serious business owners who want to understand how money truly flows through their business and how to direct it toward growth. Led by our Chief Intelligence Officer and tenured financial strategist, Michael Dorsey, our workshops combine foundational business finance with industry-specific financial education resources designed to simulate real-world scenarios.

The result? Clarity. Confidence. Control over your financial future. Schedule a consultation with our financial planning team today!

Small Business Financial Education Tailored to Your Goals

We meet entrepreneurs where they are, then help them move forward with purpose.

Whether you're launching a new business, looking to stabilize your cash flow, or preparing for investment, our entrepreneurial workshops are designed to help you:

Understand your current financial picture
Forecast future outcomes using dynamic modeling tools
Develop actionable plans to manage risk and seize opportunity

You’ll leave with not just financial knowledge, but the ability to use it strategically, because financial literacy should lead to financial leverage. Get a better understanding of our financial forecasting process by reading our FAQ page!

Build & Grow Your Business With Our Financial Literacy Workshops

We don’t teach finance in a vacuum. We embed your reality into every curriculum, worksheet, and scenario.

Through our hands-on, entrepreneur-centered approach, we help business owners develop fluency in the numbers that matter most, with a focus on areas such as:

Plan For Applicable Financial Scenarios

Declining sales, cost surges, economic instability — we’ll help you better prepare for all of these financial scenarios and more, showing you how to forecast outcomes before committing resources, so you can make smarter, safer decisions.

Identify & Mitigate Risk Management

We’ll help you learn how to anticipate common pitfalls, assess potential threats, and create contingency plans that keep your business agile in an unpredictable marketplace.

Analyze Allocations & Investment Opportunities

Our workshops help entrepreneurs track how dollars move through their business and evaluate which investments are truly driving growth. This isn’t just financial theory; it’s a practical application.

Raise Capital & Secure Funding

From grants and loans to angel investors, we walk you through what it takes to become funding-ready. With clean numbers and credible forecasts, you'll learn how to present a clear financial case to lenders and investors alike.

Better Business Starts With Smarter Financing

At Small Business Financial Intelligence, our workshops are built to transform how entrepreneurs think, plan, and grow. Whether you're building a new venture or managing a mature business, our tools and teaching help unlock your financial potential.

With over 30 years of experience working across industries, we help entrepreneurs at every stage better understand their financial realities and take control of what comes next. Ready to level up your business decisions? Contact us today to begin building a smarter, stronger financial future together.

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.