Smart Financial Habits

Build Smart Financial Habits

Adopt simple systems for tracking, reporting, and planning your business finances.

Financial Confidence

Gain Financial Confidence

Understand your numbers so you can make informed decisions without second-guessing yourself.

Business Tools that Work

Use Tools That Actually Work

Walk away with templates, worksheets, and processes you can apply immediately.

Meet Your Coach

“Financial literacy is a skill and one that I’d like to teach you.” — Paola Blanco I’ve worked with dozens of entrepreneurs who felt overwhelmed by their finances and helped them build systems they actually use to run and grow their businesses. As a Program Manager at Synergies Work, I’ve coached multiple cohorts of entrepreneurs through foundational business programs—supporting them with practical tools, personalized guidance, and accessible learning approaches. As a founder myself, I understand the real challenges of managing finances while running a business. My approach combines practical strategy with real-world experience, so you’re not just learning concepts—you’re building systems that work for you.

Financial Fundamentals for Entrepreneurs

6 Chapters · 83 Lessons

  1. 1

    Topic 1: Planning for a Healthy Business

    1. (Included in full purchase)

      Lesson 1: Creating a Resource Plan Part A: Introduction + Estimates

    2. (Included in full purchase)

      Lesson 1: Creating a Resource Plan Part B: Skills and Staff + Recap

    3. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 1 Lesson 1

    4. (Included in full purchase)

      Topic 1 Lesson 1 Feedback Survey

    5. (Included in full purchase)

      Lesson 2: Building an Opening Balance Sheet Part A: Overview + Key Terms

    6. (Included in full purchase)

      Lesson 2: Building an Opening Balance Sheet Part B: Startup Costs + Recap

    7. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 1 Lesson 2

    8. (Included in full purchase)

      Topic 1 Lesson 2 Feedback Survey

    9. (Included in full purchase)

      Lesson 3: Identifying Funding Sources Part A: Overview + Bootstrapping + Family & Friends Loans

    10. (Included in full purchase)

      Lesson 3: Identifying Funding Sources Part B: Grants + Loans

    11. (Included in full purchase)

      Lesson 3: Identifying Funding Sources Part C: Funding Steps + Recap

    12. (Included in full purchase)

      Financial Fundamentals Assesment Topic 1 Lesson 3

    13. (Included in full purchase)

      Topic 1 Lesson 3 Feedback Survey

    14. (Included in full purchase)

      Lesson 4: Setting Smart Financial Goals Part A: Overview + What is a SMART Goal

    15. (Included in full purchase)

      Lesson 4: Setting Smart Financial Goals Part B: SMART Goal Example

    16. (Included in full purchase)

      Lesson 4: Setting Smart Financial Goals Part C: Recap

    17. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 1 Lesson 4

    18. (Included in full purchase)

      Topic 1 Lesson 4 Feedback Survey

  2. 2

    Topic 2: Financial Management

    1. (Included in full purchase)

      Lesson 1: Bookkeeping Basics

    2. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 2 Lesson 1

    3. (Included in full purchase)

      Lesson 2: Financial Statements Part A: Intro + Invoices

    4. (Included in full purchase)

      Lesson 2: Financial Statements Part B: Receivable Ledger and Accounts Payable Ledger

    5. (Included in full purchase)

      Lesson 2: Financial Statements Part C: Profit & Loss Statement + Recap

    6. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 2 Lesson 2

    7. (Included in full purchase)

      Topic 2 Lesson 1 Feedback Survey

    8. (Included in full purchase)

      Lesson 3: Making Decisions Based on Financial Statements

    9. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 2 Lesson 3

    10. (Included in full purchase)

      Topic 2 Lesson 3 Feedback Survey

  3. 3

    Topic 3: Business Credit

    1. (Included in full purchase)

      Lesson 1: Credit Basics Part A: Intro + What is Credit

    2. (Included in full purchase)

      Lesson 1: Credit Basics Part B: Key Terms

    3. (Included in full purchase)

      Lesson 1: Credit Basics Part C: Recap

    4. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 3 Lesson 1

    5. (Included in full purchase)

      Topic 3 Lesson 1 Feedback Survey

    6. (Included in full purchase)

      Lesson 2: The Difference Between Personal and Business Credit

    7. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 3 Lesson 2

    8. (Included in full purchase)

      Topic 3 Lesson 2 Feedback Survey

    9. (Included in full purchase)

      Lesson 3: How Lenders Evaluate Your Credit

    10. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 3 Lesson 3

    11. (Included in full purchase)

      Topic 3 Lesson 3 Feedback Survey

    12. (Included in full purchase)

      Lesson 4: How to Establish Business Credit

    13. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 3 Lesson 4

    14. (Included in full purchase)

      Topic 3 Lesson 4 Feedback Survey

  4. 4

    Topic 4: Business Financing

    1. (Included in full purchase)

      Lesson 1: Financial Options Part A: Intro + Bootstrapping + Angel Investors + Loans

    2. (Included in full purchase)

      Lesson 1: Financial Options Part B: Term Loan Example + Credit + Recap

    3. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 4 Lesson 1

    4. (Included in full purchase)

      Topic 4 Lesson 1 Feedback Survey

    5. (Included in full purchase)

      Lesson 2: Best Practices for Small Business Finance

    6. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 4 Lesson 2

    7. (Included in full purchase)

      Topic 4 Lesson 2 Feedback Survey

    8. (Included in full purchase)

      Lesson 3: Can you Qualify for and Afford a Loan? Part A: Intro + Finding a Lender

    9. (Included in full purchase)

      Lesson 3: Can you Qualify for and Afford a Loan? Part B: Loan Terms

    10. (Included in full purchase)

      Lesson 3: Can You Qualify for and Afford a Loan? Part C: Loan Repayment + Recap

    11. (Included in full purchase)

      Topic 4 Lesson 3 Feedback Survey

    12. (Included in full purchase)

      Topic 4 Lesson 4: The Components of a Loan Package

    13. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 4 Lesson 4

    14. (Included in full purchase)

      Topic 4 Lesson 4 Feedback Survey

  5. 5

    Topic 5: Record Keeping for Business

    1. (Included in full purchase)

      Lesson 1: Why Is Record Keeping Important?

    2. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 5 Lesson 1

    3. (Included in full purchase)

      Topic 5 Lesson 1 Feedback Survey

    4. (Included in full purchase)

      Lesson 2: What Records Do Businesses Need to Keep and For How Long?

    5. (Included in full purchase)

      Topic 5 Lesson 2 Feedback Survey

    6. (Included in full purchase)

      Lesson 3: How to Set Up Record Keeping Systems with Tools

    7. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 5 Lesson 3

    8. (Included in full purchase)

      Topic 5 Lesson 3 Feedback Survey

  6. 6

    Topic 6: Business Taxes

    1. (Included in full purchase)

      Lesson 1: What Do You Need to Report and When? Part A: Intro + Profit & Loss Statement + Deductions

    2. (Included in full purchase)

      Lesson 1: What Do You Need to Report and When? Part B: Net Profit + Deduction Types

    3. (Included in full purchase)

      Lesson 1: What Do You Need to Report and When? Part C: Deduction Types Continued, Travel + Recap

    4. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 6 Lesson 1

    5. (Included in full purchase)

      Topic 6 Lesson 1 Feedback Survey

    6. (Included in full purchase)

      Lesson 2: Identifying Qualified Financial Services Support Part A: Intro + Bookkeepers

    7. (Included in full purchase)

      Lesson 2: Identifying Qualified Financial Services Support Part B: Where to Find Bookkeepers, Tax Professionals + Recap

    8. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 6 Lesson 2

    9. (Included in full purchase)

      Topic 6 Lesson 2 Feedback Survey

    10. (Included in full purchase)

      Lesson 3: Sharing Information Securely Part A: Intro + Information Sharing

    11. (Included in full purchase)

      Lesson 3: Sharing Information Securely Part B: Documents

    12. (Included in full purchase)

      Lesson 3: Sharing Information Securely Part C: Recap

    13. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 6 Lesson 3

    14. (Included in full purchase)

      Topic 6 Lesson 3 Feedback Survey

    15. (Included in full purchase)

      Lesson 4: What Happens After You File? Part A: Intro + Tax Returns + Quarterly Payments

    16. (Included in full purchase)

      Lesson 4: What Happens After You File? Part B: Estimated Tax + Tax Rates

    17. (Included in full purchase)

      Lesson 4: What Happens After You File? Part C: Recap

    18. (Included in full purchase)

      Financial Fundamentals Assessment: Topic 6 Lesson 4

    19. (Included in full purchase)

      Topic 6 Lesson 4 Feedback Survey

“Invest in as much of yourself as you can, you are your own biggest asset by far.”  — Warren Buffett

Get access to the full course, including all tools and resources. Take control of your business finances and start making informed decisions with confidence.

$195.00

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