Financial Savvy Charm

Sometimes it takes a little more than training to soar in your business.

Whether you have the “know-how” or not, having someone to fly along side you for encouragement and accountability is an invaluable asset!

A group of hummingbirds is called a “charm,” so let’s band together to create a Financial Savvy Charm of individuals who are ready to reach new heights in our small businesses!


Financial Savvy Charm Membership

  • 3-4 month accountability commitment (through March 2019)

  • Weekly 15-30 minute phone check-ins

    • How are things going in your books?

  • Monthly 30-60 minute in person/virtual meeting

    • Choose from a more in-depth check-in, training or education on finances, or brainstorming session

  • Educational resources

    • Checklists, worksheets, informational write-ups, website recommendations

Financial Savvy Charm Membership + QBO Training

  • 3-4 month accountability commitment (through March 2019)

  • Weekly 15-30 minute phone check-ins

    • How are things going in your books?

  • Monthly 90-120 minute in person/virtual meeting

    • 60 minute QBO training session

    • Choose from a more in-depth check-in, training or education on finances, or brainstorming session

  • Educational resources

    • Checklists, worksheets, informational write-ups, website recommendations


What will you gain?

  • Skills needed update your business financials, and the momentum to keep them updated

  • An understanding of how to use QuickBooks Online specific to your business and industry

  • An ability to read and understand the financial statements for your business (Balance Sheet, Profit & Loss)

  • Tools to create budgets and forecasts for your business’ future

  • A cheerleader and resource for you to accomplish your business’ financial goals 🎉

  • And a charm of other great small business owners soaring beside you 🕊️