Know Your Numbers - Financial Clarity for Operators

This isn’t a finance workshop for finance people. It’s a clarity session for the ones making it all work.
Whether you’re running the business or just holding it together, this workshop helps you link your everyday decisions — about cost, time, and staffing — to real financial performance. No spreadsheets required. No jargon. Just useful, straightforward strategies that work.
You’ll learn how to:
• Use 4 key ways to impact profitability (even if your prices can’t change)
• Read and interpret the financial statements you’re already getting – and use them to guide decisions beyond tax time
• Forecast using the patterns you already track in your head — even if they’re not in your books (like weather, typical clients by season, or staff energy)
• Decide what to track and how often — to stay grounded, make confident decisions, and avoid surprises
• Use simple AI tools safely to help with your decision-making
Takeaways
• A one-page checkpoint that links team decisions to business outcomes
• A practical decision-guide and plan for tracking what matters — not just money in and out, but risk, seasonality, and gut-checks you’ve been doing all along — with numbers that help confirm or challenge what your instincts are telling you
Register today and save a seat at the table!
Members $95 | Future members $125