Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

How This Coach Achieved Financial Fitness

When lifestyle and fitness coach Shaniece Benson first started working with us, she needed help with financial management. All of her financial statements lived in PayPal, and she hadn’t yet nailed down a system for organizing her receipts, leaving her feeling overwhelmed and scattered.

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Impact Lab, Small Business, Small Business Resources Westerly Creative Studio Impact Lab, Small Business, Small Business Resources Westerly Creative Studio

Ask the Finance Experts: What Are You Reading?

We know the stereotypes about “successful” entrepreneurs — little sleep and a full schedule, with every millisecond dedicated to some form of productivity. We asked our team of finance experts for their current favorites — content in the form of books, podcasts and videos relevant to small business owners like you.

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Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

From Mental Blocks to Money Moves

A life-long lover of fitness, Latoya McKelvin has found purpose in unlocking compassion “one pelvic curl at a time.” Latoya wants to increase revenue and grow her business. But in order to reach those goals, she needed to examine the roadblocks that were preventing her from getting there.

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Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

How This Business Consultant Avoided Burnout

Sara Rosales believes in the power of collective community support.

Sara is a business Consultant and the founder of Mujerex Enterprise LLC, an organization that’s focused on helping women and minority business owners with business entity formation, formation strategy and planning.

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Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

San Diego Small Business Growing from Good Soil

Danicka Brown-Frazier, Co-Founder of San Diego-based cannabis accessories and lifestyle brand Greenish Brands, has ambitious goals for her business – like doubling her revenue every year through 2027. However, before focusing on significant growth, she knew she had to address foundational issues with her finances.

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Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

A Healthy Serving of Growth

Naria Le Mire is a registered dietitian and nutrition coach who’s passionate about helping her clients break the “diet” cycle and find out how to make all foods fit. She creates individualized nutrition plans for her clients to meet their individual goals, from sustainable weight loss to FODMAP-friendly and everything in between.

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Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

These Ten Small Business Owners Used a CFO to Get Unstuck

We served 59 small business owners in 2022, and we are blushing with pride at how much they triumphed after working with us in the Impact Lab. Here’s how a handful of our entrepreneurs gained financial freedom and grew their businesses with the help of our finance experts last year.

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Impact Lab, Small Business, Client Success Story Westerly Creative Studio Impact Lab, Small Business, Client Success Story Westerly Creative Studio

How Taking a Step Back Was a Huge Step Forward for This San Diego Small Business Owner

For Chris Brown, gaining financial clarity in the Impact Lab created room for growth. Chris found himself getting bogged down in the logistics of running a small business. When he joined us in the Impact Lab, our goal was to address some of his current challenges while freeing Chris up to work “on” his business rather than “in” it.

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Human Resources, Nonprofit, Small Business Westerly Creative Studio Human Resources, Nonprofit, Small Business Westerly Creative Studio

How Nonprofits Can Navigate Communicating a Hybrid or Remote Work Policy

Work policies set clear expectations and help to define work culture — yet with all the unexpected fluctuations caused by the pandemic, it can be difficult to know what works best for you long term. Here are 3 tips from our nonprofit HR team to help you communicate your updated work policy — whether it’s in-person, remote, or hybrid.

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