Easy Steps to Small Business Financial Power

Here is the full course syllabus for the two-day course titled “Easy Steps to Small Business Financial Power”, taught by Coach Greb, as part of the Teach Me Money™ Easy Steps Series. This course may be taken independently or as a key component in the 12 Easy Steps to Financial Empowerment Bundle, jointly offered by the ISBF Institute and the Financial Power Institute.

COURSE SYLLABUS

Instructor: Coach Greb
Duration: Two-Day Course (3 hours per session)
Languages Available: English, French, Spanish, and other languages upon request
Delivery Format: Online (via Zoom) or Onsite (at ISBF Institute, Financial Power Institute, or partner locations)
Course Fee: $59
Website: https://Isbfinstitute.com/easysteps
Organized by: ISBF Institute and Financial Power Institute

COURSE OVERVIEW

Easy Steps to Small Business Financial Power is a dynamic and practical two-day course designed to equip entrepreneurs, startup founders, and small business owners with the financial knowledge and tools required to build, grow, and sustain a profitable enterprise. Led by Coach Greb, this course focuses on creating a financially resilient business through proper planning, budgeting, recordkeeping, tax readiness, cash flow mastery, and strategic financial decision-making.

Many small businesses fail not due to lack of vision or product, but due to poor financial management. This course is a solution to that challenge, helping entrepreneurs not only understand the numbers but take command of them to unlock long-term success.

COURSE BENEFITS

Participants will benefit from real-world, step-by-step instructions on how to transform their business finances from chaos to clarity. They will gain confidence in using financial tools and will be equipped to make smarter business decisions, avoid common pitfalls, and set up strong systems that support growth.

This course also provides simplified templates, formulas, and checklists designed to help business owners develop a roadmap to financial strength—regardless of business size, stage, or sector.

TARGET AUDIENCE

This course is tailored for:

New entrepreneurs launching their first business
Small business owners seeking to organize or improve their financial systems
Freelancers, consultants, and gig workers who want to turn income into sustainable business
Nonprofit leaders and social entrepreneurs managing operational finances
Participants of the 12-Step Financial Empowerment Program looking to enhance business acumen

Whether your business is a storefront, home-based, mobile, or online, this course offers the tools you need to thrive financially.

COURSE OUTCOME

Upon completion of this course, participants will:

Understand the core elements of small business financial management
Create a complete business financial plan, including pricing, budgeting, and projections
Set up or improve their financial recordkeeping systems
Learn to track revenue, expenses, profits, and losses
Understand the basics of small business taxes, deductions, and compliance
Learn to use tools like QuickBooks, Excel, or other apps for better cash flow management
Finalize a working Small Business Financial Power Plan for implementation

COURSE PREREQUISITES

There are no formal prerequisites. However, participants should:

Have a registered or active business (or a business idea)
Know their current monthly revenue and expenses (if already operating)
Be prepared to bring their business records or plans for hands-on application

A laptop or device with internet access is recommended for accessing templates and tools.

PARTICIPANT GUIDE

Each participant will receive:

Small Business Financial Power Workbook (PDF or print)
Profit and Loss (P&L) Statement Template
Business Budget and Cash Flow Tracking Sheet
Financial Dashboard Setup Guide
Tax Checklist for Small Business Owners
Financial Systems Assessment Tool
Excerpt from the Teach Me Money™ Business Edition by Coach Greb
30-Day Replay Access
Certificate of Completion

All materials are designed to provide clarity, structure, and immediate usability.

COURSE COST

The full tuition for the course is $59, which includes:

Two 3-hour instructional sessions with Coach Greb
Downloadable business finance templates and resources
Real-time feedback during exercises and Q&A sessions
Certificate of Completion and follow-up tools

Participants can register at https://Isbfinstitute.com/easysteps. Payments can be made via debit/credit card, Zelle, or Cash App.

FOLLOW-UP SOLUTION

Following completion of the course, participants will finalize their Small Business Financial Power Plan using either downloadable templates or recommended software such as QuickBooks, Excel, Wave, or Zoho Books. The plan will include income tracking, pricing structure, budget, cash flow forecast, and key financial KPIs.

Participants will have the opportunity to join an optional business finance accountability group or schedule a one-on-one coaching session for feedback and implementation support.

COURSE SCHEDULE

DAY 1 – MASTERING YOUR MONEY FLOW

Theme: “Organize, Understand, Optimize”
Duration: 3 Hours

Modules and Time Breakdown:

0:00 – 0:15: Introduction and Course Orientation
Overview of small business financial power and course structure.
0:15 – 0:45: Module 1 – Understanding Business Financial Foundations
Learn the core pillars of financial health: revenue, expenses, profit, taxes, and reinvestment.
0:45 – 1:30: Module 2 – Creating Your Financial Structure
Set up essential financial systems including business accounts, payment tracking, and software tools.
1:30 – 2:00: Module 3 – Budgeting for Business Success
Build a working business budget including startup or monthly operations, cost of goods, and profit targets.
2:00 – 2:30: Module 4 – Pricing for Profit
Understand how to set prices based on cost, value, market, and desired income.
2:30 – 3:00: Module 5 – Recordkeeping and Reporting Made Easy
Learn to set up monthly reports and organize receipts, invoices, and bank statements efficiently.

Homework:
Complete your draft budget, pricing worksheet, and financial system checklist.

DAY 2 – PLANNING FOR GROWTH AND PROTECTION

Theme: “Track, Plan, Scale”
Duration: 3 Hours

Modules and Time Breakdown:

0:00 – 0:15: Review and Reflection
Recap of Day 1 and Q&A from homework and tools.
0:15 – 1:00: Module 6 – Understanding and Managing Cash Flow
Learn to monitor the inflow and outflow of money, calculate burn rate, and prevent shortfalls.
1:00 – 1:30: Module 7 – Taxes and Deductions for Small Businesses
Learn tax categories, how to prepare for quarterly taxes, deductions, and compliance requirements.
1:30 – 2:00: Module 8 – Funding and Financing Your Growth
Explore business credit, loans, grants, and bootstrapping strategies for expansion.
2:00 – 2:30: Module 9 – Financial Risk Management and Protection
Protect your business with savings, insurance, contracts, and contingency planning.
2:30 – 3:00: Module 10 – Finalizing Your Small Business Financial Power Plan
Participants complete and present their plans, with guidance for real-world execution.

CERTIFICATE OF COMPLETION

Participants who complete both sessions and submit their Financial Power Plan will receive a Certificate of Completion, issued by the ISBF Institute and the Financial Power Institute. This course satisfies one requirement of the 12 Easy Steps to Financial Empowerment Certification Path.

COURSE DELIVERY AND LANGUAGE OPTIONS

Participants can attend:

Onsite:
Financial Power Institute
2070 Sugarloaf Parkway, Suite 600
Lawrenceville, GA 30045
Online:
Live Zoom access with replay links for 30 days
Community-Based:
The course may be delivered in English, French, Spanish, or other languages through churches, business hubs, and nonprofit partners.

COURSE REGISTRATION

Register now at:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121

News and Blog

Easy Steps to Small Business Financial Power

Easy Steps to Small Business Financial Power

COURSE SYLLABUS