Learning, Support and Tools Built for Social Entrepreneurs

Finance doesn't have to be dry or overwhelming! Whether you are just getting started or rapidly growing, you can build a thriving and supportive business. Through a series of short video lessons, live 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.

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.

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 week, you’ll get 5-6 new lessons that will help you learn new skills and 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

  • 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 week you will receive 5-6 short lessons and work toward one major business milestone. Its all self-paced and built for the busy entrepreneur, so you do not have to stress about getting all your lessons done in time.

  • 6 Live Q+A Sessions

    Each week, you have the option of tuning in for a live office hour. Bring questions from the course content, or bring a real business problem! Hear how other business owners are managing their finances in our community.

  • 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