Financial Basics for Small Business Owners
Financial Basics for Small Business Owners is a practical, easy-to-understand workshop designed to help entrepreneurs gain confidence in managing their business finances. Participants will learn how to separate personal and business finances, understand key financial statements, track cash flow, set realistic budgets, and make informed financial decisions that support long-term growth. Whether you’re just starting out or looking to strengthen your financial foundation, this session provides clear tools and strategies you can apply immediately to improve profitability and financial stability.
Workshop Overview Topics:
Separating personal and business finances
Understanding key financial statements (income statement, balance sheet, cash flow)
Cash flow management and forecasting
Budgeting for daily operations and growth
Basic bookkeeping best practices
Understanding business credit and financing basics
Common financial mistakes small business owners should avoid
Key Learning Outcomes:
Gain confidence in managing day-to-day business finances
Understand and interpret basic financial statements
Learn how to track, manage, and improve cash flow
Create and maintain a realistic business budget
Implement simple bookkeeping systems and best practices
Make informed financial decisions to support business growth
Identify and avoid common financial pitfalls that impact profitability
Meet The Workshop Presenter:
Christy Dudgeon is a dynamic leader with experience and formal education in accounting, QuickBooks, revenue growth, marketing, turnaround efforts and small business scaling. She’s an expert in helping businesses grow revenue through scalable systems while maintaining fiscal responsibility and implementing proper accounting practices. In addition to knowing the ends and outs of business finances, Christy is an expert in marketing businesses and creating websites. Christy has nearly 20 years of small business consulting experience and was a successful small business owner herself. Christy’s successful experience working “in” and “on” small businesses allows her to help entrepreneurs see the systems perspective while improving daily operations and financial accountability.