📞 Book a small business advising call here.

Accelerate: Financial Management Series

Accelerate: Financial Management Series

This five-part series covers financial management for small businesses, including budgeting and bookkeeping, creating and using the three financial statements, how to conduct a cash flow analysis, creating a financial forecast, and building your credit. The sessions are hands-on and participatory, so come ready to engage with your instructor and your peers. It’s organized as a cohort, so you’ll sign up once for all five sessions.

1:1 direct no-cost technical assistance hours with a financial expert are available to all participants during this program.

What to Expect:

The content is practical. You’ll be able to apply what you’ve learned to your own business.

The material will be challenging if you’re new to the topics, especially cash flow analysis. You’ll be provided with a coursebook you can use to take notes and reference later. Be prepared to ask questions.

The sessions are participatory. Given the hands-on nature of this program, in-person attendance is encouraged. Come ready to discuss concepts and apply them to your own business.

Course Format:  (Hybrid) held via Zoom and in-person at the WISE WBC

Course Dates: April 24, May 1, May 8, May 15, May 22

This course is sponsored by Cooperative Federal Credit Union

Website Graphics (4)

Interested in being notified of future cohorts?

Sign-up here with your email to be notified of the next cohort
Accelerate Logo for Website

Course features

Plan Wise Women Business Professional resources

Hands-on classes

Instructor-led sessions are structured around discussion & application

Plan Wise Women Business Professional Resources rocket takeoff

Applicable Skills

Walk away with the knowledge to create the 3 different financial statements

chat bubble Wise Women Business Professional Center

Detailed feedback

Feedback and suggestions on your work from our expert business coaches

Wise Women Business Professional Center Photo Graduation diploma congratulations

Hybrid environment

Meet in-person or via Zoom. Schedule 1:1s whenever you need them.

Wise women budget business smart money plan

What you'll learn

Learn about budgeting & bookkeeping

Learn about budgeting and bookkeeping while creating these reports for your specific business.

Create the 3 main financial statements

Learn how to make a profit & loss statement, balance sheet, and cash flow statement for your business

Create financial forecasts for your business

Use financial forecasts to understand the impacts of different approaches and see which path will be most profitable

Create a cash flow analysis

Walk away with a working business plan, a living document that will guide your business towards financial success


  Session 1: Introductions, budgeting

  Session 2: Bookkeeping

  Session 3: Running & using financial statements

  Session 4: Cash flow & financial projections

  Session 5: Building your credit