What is "financial literacy"?
Financial literacy means understanding how money works in your business—from budgeting and saving to investing and managing debt. It's about making informed decisions that help your business grow and stay healthy.
Why it matters for your small business
Being financially literate gives you the confidence to:
- Create realistic budgets and stick to them
- Understand your cash flow and plan for the future
- Make smarter decisions about loans and investments
- Build a more resilient and profitable business
Real-Life Examples
Case study:
White Glove Janitorial Service
By reviewing his business' financials and optimizing his QuickBooks installation, owner Kris Brunelle was able to get a clear picture of his financial health and confidently apply for a grant.
Case study:
Sweet Pea Bakery
By learning to do basic bookkeeping reconciliation, Kathleen's QuickBooks is up-to-date. She now has an accurate two-year P&L, a requirement for her application to be an airport vendor
Case study:
Todd-Reyes Interpreting
Revby helped set up quickbooks for Naomi's newly-formed LLC and its bank accounts. Now Naomi can grow her business by confidently entering into contracts with larger, institutional clients.
Case study:
Hammad from Boston
Revby worked with Hammad to turn his business idea into a clear financial roadmap, empowering him to confidently map out a strong strategy for success.
Case study:
Curry Leaf Grocery
With the financial model Revby built, Paul can now apply for $160K in loans and confidently enter discussions with potential landlords, one step closer to starting his business.
Case study:
Financial Literacy Workshop
Revby conducted a 60-minute Financial Literacy Workshop covering the fundamentals of Financial Statements and Basic Financial Analysis, for the city of Sommerville.
Ready to take control of your finances?
Our expert consultants are here to guide you through the process, step-by-step. Gain the skills and confidence to make your business thrive.
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