This workshop series consists of four modules designed to help business owners improve their financial management and strategic planning. The series is scheduled for two sessions:

09 April 2025, 9 AM to 12 PM:

• Strong Structure
• Relevant Reporting

30 April 2025, 9 AM to 12 PM:

• Cashflow Clarity
• Timely Taxes

Workshop Modules

Strong Structure

This module focuses on understanding different business types, their pros and cons, and setting long-term goals. Participants will learn to identify areas for improvement in their business's financial systems.

Relevant Reporting

This section teaches participants how to read and understand basic financial statements, including balance sheets and profit and loss statements. It also covers identifying and tracking key performance indicators (KPIs).

Cashflow Clarity

This module introduces the Profit First cash management system and its potential benefits for businesses. Participants will learn how to assess their business's cashflow strengths and determine appropriate owner compensation.

Timely Taxes

The final module covers tax strategies for different business types and common tax-saving approaches for businesses.

Each module includes both learning components and practical actions for participants to apply to their own businesses. The workshop series aims to provide a comprehensive review of financial and strategic planning, encouraging attendees to participate in all sessions for maximum benefit.