Finance Foundations Workshop: Build a Smarter Business in 2026

Your financials should be a map — not a maze.

This half-day workshop helps business owners turn messy numbers into clarity, design a 2026 budget, and use their P&L as a tool — not a burden. This workshop will give you actionable tools, a 2026 forecast, and a clear path to stronger profitability in 2026. 

Meet other local business owners in the workshop and walk away with new connections and continued support through our private online community for business owners.

What you’ll learn:

• Streamline your chart of accounts for better insight
• Build a working 2026 budget based on your historicals 
• Best practices for hiring and managing a bookkeeper or bookkeeping firm
• Read your P&L and pinpoint profit drivers
• Know what matters most financially in 2026 

Who should attend:

Business owners generating $200K to $10M in annual revenue in any industry — trades, retail, tech, manufacturing, and beyond.

To get the most out of this workshop you should have direct online access to your financial system (e.g. Quickbooks, Xero)