Small Business Financial Management: What to Put in Place at Every Stage

Date & Time: May 6, 2026, 1:30pm EDT
Duration: 1 Hour

Learn how to build a stronger financial foundation, make smarter decisions as your business grows, and identify when it’s time to bring in the right support.
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About the Webinar

Whether you’re launching a side hustle, starting a business, or preparing to grow, strong financial management plays a major role in long-term success. But for many small business owners, keeping up with bookkeeping, compliance, and the financial decisions needed to support growth can quickly feel overwhelming.

In this webinar, our expert presenter will show you what the financial lifecycle of a small business looks like and how your financial systems or support needs change in each stage. By the end of the session, you’ll have a better understanding of how to build a stronger financial foundation, make smarter decisions as your business grows, and identify when it’s time to bring in the right support.

What you’ll learn:

  • Build simple bookkeeping habits to keep your records organized from the start
  • Understand the difference between a bookkeeper and a CPA and when to use each
  • Identify the financial support your business needs at different stages
  • Recognize when to invest in services that help you scale, not just stay compliant
  • Make better financial decisions so you can focus more on running your business 

Brought to you by

BELAY Financial Solutions helps small business owners make confident decisions with clear, accurate financial insight. We provide flexible, U.S.-based accounting support that adapts as your business grows. From dedicated bookkeepers and payroll support to fractional CFO leadership, BELAY matches you with the right financial professional for your stage, industry, and complexity. Our scalable approach moves you from financial uncertainty to control, improving cash flow visibility, planning, and accountability. With BELAY, you gain a trusted financial partner and an accounting team built to support sustainable growth and your long-term vision for today’s competitive small business landscape. Learn more about how BELAY can help your business here.

About the presenters

Rachel Phillips

Vice President of Accounting Services, BELAY Financial Solutions

Rachel Phillips is the Founder and former CEO of Fully Accountable, an outsourced, full-service accounting firm providing fractional CFO and accounting services to eCommerce and digital business owners. Following Fully Accountable’s acquisition by BELAY Financial Solutions, Rachel now serves as Vice President of Accounting Services, helping lead and grow BELAY’s financial services division.

At Fully Accountable, Rachel has helped thousands of digital company owners improve profitability, strengthen financial clarity, and make strategic decisions to scale with confidence. As an entrepreneur, she is passionate about partnering with founders to translate financial data into actionable insight that drives long-term growth.