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Small Business Financial Literacy

Financial Literacy Fundamentals & Accounting Principles for Small Business Financial Clarity

Want a Sneak Peek?

Check out the FREE PREVIEW lesson "Introduction, Course Objective & Agenda" and full course curriculum below!

This comprehensive small business financial literacy course covers the key areas of small business financial fundamentals and accounting principles that build the foundation for entrepreneurial financial success and accurate, tax-ready financial statements.

Small Business Financial Literacy provides the financial professional and the small business community they serve with real-time financial statement visibility, accounting data accuracy and most importantly, equips both the entrepreneur and the financial professional with the universal language that transforms data into dollars.
I truly believe that Financially Literate Entrepreneurs and their financial partners can increase small business profits, save taxes, build wealth and most importantly, build the confidence & clarity around everyday financial choices to stay on the path to small business financial success.

How? By working collaboratively together, speaking the same language of financial literacy and aligning their growth goals for small business sustainability and success. This course is the foundation for building this long-lasting, strategic relationship.

This 75-minute mini-bootcamp, including its visually powerful presentation handouts & bonus resources, teaches the cornerstones of entrepreneurial financial literacy to build the financial confidence and create the financial visibility and clarity that all small businesses require to make smarter and more proactive business decisions.

When you complete this course, you will have learned the most important accounting principles to feel financially literate when reviewing your small business financial reports. More importantly, you WILL feel FIRED UP to continue on a more intentional learning journey to equip yourself with the financial education and awareness to stay on the Path to Financial Success for yourself and the small business community that you serve!

Ready to Master Small Business Financial Literacy & The 3 Key Financial Statements, Enroll Now!

Course Curriculum


  Introduction, Course Objective & Agenda - Video + Handouts
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  Small Business Accounting Workflow & Small Business End-to-End Accounting Lifecycle- Video + Handouts
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  Chart of Accounts - Video + Handouts
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  The Power of Accurate Financial Statements - Video + Handouts
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  The Continuous Financial Literacy Journey - Video + Handouts
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  Small Business Financial Literacy - Additional Handouts & Resources
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"Mariette F. Martinez, EA has captured the global attention of #solopreneurs, #freelancers, and #selfemployed with her amazing business skills teaching others to take full financial control of their business. Her attitude of gratitude says it all! She's all about giving back to the community & teaching other #selfemployed peeps how to succeed!"

-Pamela L., Founder, The Brick Wall Coach

"Mariette Martinez EA is a master in her field! She truly cares about helping small business succeed and the fields that encompass the successful survival of small businesses. She is also just a great person! Always happy and let's be honest accounting and taxes can be taxing!!!! and Mariette helps ease the pain!!"

(attended December 2018 live workshop where Topics 3 & 4 of this course was delivered)

- Randy G. MBA,EA, Founder, RGTaxes

Cada vez que atiendo una clase de Mariette Martinez EA quedo impresionada de cómo se prepara para dar lo mejor. No cabe duda que tiene el talento de escribir y crear contenido valioso, por lo cual la compañía Intuit la contrata para escribir y dar entrenamiento en el uso del software QuickBooks. Tiene la combinación perfecta de ser experta en leyes de impuestos y contabilidad.

Mabilia C., EA, Carpio's Tax Service

(attended December 2019 live workshop where Topics 2,3 & 4 of this course was delivered)

"Entrepreneurs that need some guidance? Check out this course from my friend and role model @mariettemartinezea! Her energy is amazing and she is a wealth of knowledge put into daily practice!!!"

- Danielle C., Mompreneur & Small Business Bookkeeper

For more reviews from attendees of Mariette's Live and Virtual Educational Events, visit her testimonial page.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online accelerated course - you decide when you start and when you finish and finishing the course is your ticket to long term sustainable success! Don't wait too long on accelerating your entrepreneurial learning because your financial future depends on it and you are WORTH IT!
How long do I have access to the course?
After enrolling, you will have one full-year unlimited access to this course. Each course subscription provides access to one user only, “no account-sharing” permitted of any kind. If multiple logins and/or IPs access this course at the same time, this is a violation of course use and the user may have their course access deleted immediately without further notice. Why only one year? The one-year access allows me to return to this course for updates so that you are guaranteed the most up-to-date, relevant learning experience. If you purchase this same course after your one year access has expired, you will receive a 50% discount on the purchase of this course at the current course pricing.
Are refunds available if I change my mind?
Your 100% satisfaction and self-education are very important to me! That is why I have provided my learners with several opportunities to learn from me before purchasing a course. Check out the FREE preview lesson (if available) for this course to get a good feeling if this is the best content for your current entrepreneurial journey. You can also access my FREE course offerings to get a good idea of my teaching style. If you have changed your mind AND have not logged in, accessed, downloaded or viewed any of the course content, contact me directly at [email protected] within 24 hours of purchase and I will give you a full refund. Access of any kind other than your initial purchase will disqualify you from any refund. If you attended this course as a live recording prior to accessing through this learning platform, no refunds are provided for live recordings.

Your Instructor


Mariette Martinez, EA
Mariette Martinez, EA

Mariette Martinez is a Financial/Tax Accountant, Public Educator/Speaker and Small Business Advisor with over 20 years experience in the accounting, tax & technology industry. She was recognized as one of Practice Ignition’s Top 50 Women In Accounting of 2018 and has been a member of Intuit's Trainer/Writer network since 2017. Mariette designs and delivers educational content that accelerates the growth and financial awareness for micro-businesses, self-employed solopreneurs and the small business partners that serve them. Click here to watch her story and visit her website to learn more about how she is impacting small business lives through education.


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