Learning, Support and Tools Built for Social Entrepreneurs

Finance doesn't have to be dry or overwhelming! Through a series of short video lessons, community Q+As, and additional resources, I’ll give you the knowledge and tools you need to feel confident in your small business financial planning, reporting and strategy. Let's level up your small biz!

This Course is For You If:

You are an aspiring or active business owner who wants to take control of your finances and grow your business!

  • You want to feel confident, clear and empowered by your small business finances.

  • You are an aspiring or existing business owner who wants to take your small business to the next level.

  • You are growing quickly, but you want to be in the driver's seat for your finances and strategy.

Pay What You Can Pricing

Thanks to Vancity, we are able to offer this course on a pay what you can model. Your contribution allows us to build more financial literacy resources and keep our content accessible. If the lowest listed price is a barrier, please contact us directly at [email protected] to register.

What Our Students Are Saying

“Thank you so much for being an incredible teacher. I have a Bachelor of Business Administration and I think I have learned more from you these past few days than my entire undergrad!”

Carrie K. - Fall 2022 Student

Learning Milestones

Each module, you’ll get 4 new lessons and one exercise that will help you learn new skills to check off one major business milestone. You'll also get access to exclusive resources like templates, "Ask a CPA" office hours, and small business best practices.

  • Set up your record keeping and bookkeeping systems

  • Plan your financial goals and build a strategic sales plan

  • Understand your pricing strategy, break even point and margins

  • Build an operating budget and a capital budget

  • Forecast and manage your cash flow

  • Understand small business tax basics

  • Own your numbers with confidence and clarity!

Here's What You Get

Learning, support and tools from a CPA, finance professional and business owner.

  • 6 Weeks of Learning

    Each module, you will receive 4 lessons and a toolkit of resources to work toward one major business milestone. Its all self-paced and built for the busy entrepreneur.

  • Community Board

    Receive personalized support through our community board. Ask questions as you work through the content to receive support directly from Maddy or tune in to hear how other business owners are managing their finances.

  • Hands-on Practice

    Throughout the course, you will be using tools and templates to work toward actual business milestones ranging from strategic planning to building cash flow projections.

Your Instructor

Hi there, I'm Maddy! I'm a former farm-owner, CPA and finance expert. I offer non-traditional finance mentorship built for creative businesses.

Maddy Clerk

Working in corporate finance and business strategy since 2014, I've built tools and support specially designed with creative thinkers like you in mind. While my day job is managing finance at Shopify, there is nothing I love more than supporting social entrepreneurs to strengthen your financial literacy and grow your business.

Who I've Worked With

Registration

Thanks to Vancity, we are able to offer this course on a pay what you can model. Your contribution allows us to build more financial literacy resources and keep our content accessible. If the lowest listed price is a barrier, please contact us directly at [email protected] to register.