Professional Certificate · Wealth Building Institute
Small Business Financial Management Certificate
For owners who are done running the business by bank balance. Read your three statements in plain language, build a KPI dashboard you trust, and make the big calls — pricing, cash flow, taxes — from evidence instead of a gut feeling.
Bookkeeping Basics graduates are this program’s natural cohort; owners with books already running can start here directly.
At a glance
The certificate in three numbers
~25 hours · ~8 weeks
About 3 hours a week at the printed pace — an owner’s program, built to respect an owner’s calendar.
3 courses · 1 live dashboard
Read Your Numbers, Your KPI Dashboard, and Pricing, Cash-Flow & Tax-Planning Decisions — capped by a working dashboard and a defended decision.
$297 · one time · yours
The capstone is graded on the live file: the dashboard has to compute. Most graduates keep the weekly scorecard running long after the certificate is framed.
Your guide through the program
Khloe fronts every course in the stack
Open the program and the first face you see is Khloe's. She welcomes you in, walks you through how the program runs, and opens each course with a study-guide briefing — what it covers, what students trip on, and what to do next.
Khloe’s briefings for this program work from the same sample business as the lessons — the numbers in her videos are the numbers in your checks.
The stack
Three courses, one credential
Read it, instrument it, decide from it — the order that turns bookkeeping into management.
Read Your Numbers · ~9 hours
The profit & loss, balance sheet, and cash flow statement in plain language — the three together, one story — plus the five numbers that warn you early.
- The P&L — where the money went
- Cash flow — the statement that tells the truth first
- Red flags — five early warnings
Your KPI Dashboard · ~8 hours
Choosing the few numbers that run a small business, building the dashboard in Sheets or QuickBooks, and the weekly scorecard habit.
- Choosing your numbers
- Build the dashboard
- The weekly scorecard habit
Pricing, Cash-Flow & Tax-Planning Decisions · ~8 hours
Pricing from margins and break-even, cash-flow timing and the cushion, and tax planning as a year-round decision — ending in the written decision memo.
- Pricing from the numbers
- Cash-flow decisions — timing, terms, cushion
- The decision memo — write the call first
The Gate — Readiness Review + Capstone
Build a working KPI dashboard (your business, or the sample business) and write a one-page decisions memo that makes one real decision from it and defends the call.
- Certificate Readiness Review — 25 questions at 80%
- No capstone, no certificate — the artifact is the proof
How the certificate is earned
Small gates, honestly set — then one real artifact
- Quick Checks — five questions at the end of every lesson cluster; four of five to move on. Miss it, review, retake — no drama, and no surprises saved up for the end.
- Course Checks — ten questions at 80% at the end of every course in the stack.
- Certificate Readiness Review — 25 questions at 80%, across the whole stack, before the capstone counts.
- The capstone artifact — you build a working KPI dashboard and defend one real decision from it, in a one-page memo. Graded against the program's published checklist. It is the proof the certificate stands on.
This is a WBI certificate of completion in small business financial management. It is business education, not individualized financial or tax advice; owners act on their own numbers with their own advisers — and the program’s closing lesson shows the door to exactly that help.
After the certificate
Your next door: numbers into a plan
The closing lesson walks two doors: the Community Solutions Financial tax-planning appointment and advisory for owners ready to act on the dashboard with a practitioner, and the Institute’s Bookkeeping Professional Certificate for owners who want the books themselves professionally handled in-house.
Small Business Financial Management Certificate — $297, one time
Enrollment opens on the Institute’s launch schedule. Join the notify list and the enrollment link and dates land in your inbox first.
Page prepared October 31, 2026. Enrollment has not yet opened for this certificate; the button above notifies our enrollment team — email admin@buildingmywealthinstitute.com and ask for the Financial Management Certificate notify list. This program is business education, not individualized financial, tax, or legal advice.