Balance Financial

06/01/2026

The podcast episode is LIVE!

I had the privilege of joining Liz Theresa on Liz on Biz for a conversation that was deeply personal to me.

We talked about financial change, generational impact, and what it truly means to think like a CEO.

As the daughter of parents who came to this country seeking opportunity, I've seen firsthand how financial knowledge can change the trajectory of a family. That's one of the reasons I'm so passionate about helping business owners understand their numbers—not just to build profitable businesses, but to create lasting opportunities for themselves and future generations.

In this episode, we discuss:
✨ The mindset shift from business owner to CEO
✨ Why financial clarity creates confidence
✨ Building a business that supports your life—not the other way around
✨ How understanding your numbers can create generational change

If you've ever felt intimidated by your finances or wondered how successful business owners make confident decisions, I think you'll find value in this conversation.

🎧 Listen here:
https://liztheresa.com/episode/e415-joselyn-martinez-on-financial-generational-change-thinking-like-a-ceo/

After you listen, I'd love to hear your biggest takeaway.

05/20/2026

I’m excited to share that I’ll be joining an incredible panel of financial professionals for an upcoming webinar focused on helping small business owners build stronger, healthier businesses through smarter financial decisions.

If you’ve ever felt overwhelmed by your numbers, unsure about cash flow, or questioned whether you’re truly making profitable decisions in your business, this conversation is for you. Financial clarity is one of the most powerful tools a business owner can have, and we’re breaking it down in a practical, approachable way.

Join us for:
✨ Maximizing Your Business Finances
🗓 Wednesday, June 3
⏰ 12 PM ET

We’ll be discussing:
✔️ The key numbers every business owner should know
✔️ Improving and managing cash flow
✔️ Preparing for slower seasons
✔️ Using financial reports to make confident business decisions
✔️ Pricing, hiring, inventory, and growth strategies

As someone who works closely with business owners every day, I know how empowering it is when you finally understand your finances instead of feeling intimidated by them. My goal is always to make accounting and financial conversations feel accessible, practical, and actionable.

I’d love for you to join us!

Register here: https://massachusettsbusinessnetwork.com/event/maximizing-your-business-finances/

04/22/2026

This feels really special to share ❤️

Over the years, I’ve worked with so many women business owners who are doing incredible things… but quietly feeling overwhelmed or unsure when it comes to their numbers.

Not because they aren’t capable —
but because no one ever taught them in a way that truly made sense.

That’s why I created my Bookkeeping Made Simple course.
A space to learn, build confidence, and finally feel supported when it comes to your business finances.

In honor of my birthday, I’m also offering a special discount for a limited time 🎉

If this is something you’ve been needing, I’d love to share it with you.

Comment “BIRTHDAY” or send me a message and I’ll send you the details!

04/13/2026

Exciting things are happening!! ❤️

✨ Introducing Our Financial Director – Joselyn Martinez of Balance Financial ✨

At SheConnects, we believe that strong foundations build powerful communities—and today, we are honored to introduce the woman helping us do exactly that.

Please join us in welcoming Joselyn Martinez, owner of Balance Financial, as our Financial Director 💼

Joselyn brings a wealth of expertise in bookkeeping, financial management, and all things numbers—but what truly sets her apart is who she is at her core. She embodies everything SheConnects stands for: integrity, empowerment, and being a woman who genuinely shows up for other women.

As we continue to grow, Joselyn will be managing our financial operations and helping us ensure that every dollar is aligned with our mission to uplift and support our members.

💫 A Reminder to Our Community
At our in-person meetups, we kindly ask guests to bring a raffle item. These raffles are more than just fun—they are purposeful.

Every dollar raised goes directly toward future small business grants for our members.

This initiative is a reflection of what SheConnects is all about—women supporting women in tangible, impactful ways.

With Joselyn guiding our financial vision, we are confident that this program (and so much more) will continue to grow and make a meaningful difference.

💖 Please join us in welcoming Joselyn to the SheConnects leadership team—we are so grateful to have her!

04/10/2026

Imagine this…

You sit down to look at your business numbers —
and instead of feeling overwhelmed, you feel clear.

You understand what your reports are telling you.
You know where your money is going.
You feel confident making decisions.

That’s not reserved for “numbers people.”
That’s something you can learn.

I’m hosting a free masterclass to help you get there.

If this is something you want for yourself, comment “READY” and I’ll send you the link 💛

04/06/2026

The biggest misconception I see in small business?

That bookkeeping is just for tax season.

In reality, your bookkeeping impacts:
• Your cash flow
• Your stress levels
• Your decision-making
• Your growth

If you don’t understand your numbers, you’re making decisions based on guesses.

I’m hosting a free masterclass where I’ll walk you through the foundations every woman business owner should understand — in simple, real-life terms.

Comment “MASTERCLASS” and I’ll send you the details 💛

04/02/2026

A new and upcoming networking group I just became a part of! I am excited about it and wanted to share. ❤️

✨ It’s happening… and it’s WORKING! ✨

SheConnects is officially bringing powerhouse women together all across New England—and the energy, the connections, and the collaboration we’re seeing are nothing short of incredible. 💫

We’ve created something truly special… a space where women show up as they are, build genuine relationships, and grow their businesses alongside one another. And the best part? This model works because of YOU.

💛 Our meetups come to life through:
• Amazing brick & mortar businesses that generously open their doors to host
• Passionate Connection Leaders who volunteer their time to facilitate meaningful, welcoming experiences

This is how we grow. This is how we connect. This is how we elevate women in business—together.

🚨 Right now, we have an URGENT need! 🚨
We are actively looking for a Connection Leader in Woburn, Massachusetts to help us continue expanding and supporting this incredible community.

If you’ve been looking for a way to get more involved, grow your network, and make a real impact—this is your moment.

And if you own (or know) a beautiful space that would love to host one of our meetups, we’d love to connect with you too!

Let’s keep the momentum going, New England. We’re just getting started. 💥

04/01/2026

April is a big month over here🌸
Not just because its my birthday month...but because I am opening up space to empower business owners.

I'm hosting two FREE masterclasses designed to help you:
✨Understand your numbers
✨Ask the questions you've been holding back
✨Feel more confident in how you run your business

And this is just the beginning...

Comment 'APRIL' to join us 💚

03/29/2026

There’s a version of me that was building her business...

Scared.

Not because I wasn’t capable—
but because I didn’t fully understand what I was doing yet.

And when you don’t understand your numbers…
when you’re unsure about your decisions…
when you feel like you should know but don’t…

Fear creeps in.

I know that feeling.

Because I lived it.

But I also know this:

When you don’t have a safety net…
When nothing is handed to you…
When quitting isn’t an option…

You learn to become fearless.

Not because you want to—
but because you have to.

That’s how I came up.

And my friend Noelle K Federico

The same way.

Built from nothing.
Driven by faith.
Sustained by grit.

And now we’re in a position to do something we didn’t have back then:

Help other women.

Not from theory—but from lived experience.

We’re creating a space where you don’t have to sit in fear or confusion in your business anymore.

Where you can ask anything—and get real answers.

If you’ve been figuring it out alone… you don’t have to anymore.

Come sit with us.

Women Who Mean Business: Ask Us Anything
📅 April 8 | 1PM EST

I’d love to have you in the room ❤️

Link in comments, it will be recorded for those that can't attend.

02/11/2026

Honored. Grateful. So ready.

I’m incredibly honored to share that I’ve been selected as a speaker for the 2026 WBL International Women’s Day event.

This moment feels deeply personal. To stand on a stage like this — as a first-generation college graduate, as a mother, as a woman who built her path through resilience — is something I don’t take lightly.

There was a time I never saw women like me in rooms like this. And now, I have the opportunity to share a story that represents growth, courage, and what’s possible.

International Women’s Day is about visibility, empowerment, and honoring the strength of women everywhere. I’m proud to be part of that conversation.

If you’re able to join us, I would truly love to see you there.

Thank you, WBL, for this incredible honor.