Profit Clarity: Smarter Financials With A Touch Of AI
This workshop is built for real-world small business owners who want to make better money decisions — without the jargon or overwhelm. We break down the numbers that matter, show you how to use AI tools to support your thinking, and walk away with a plan you can use tomorrow.
What You’ll Learn:
- How to understand and use your Income Statement, Balance Sheet, and Cash Flow Report (yes, you can do this)
- How to use AI to build a 3‑year forecast (even if Excel isn’t your jam)
- How to spot margin gaps and adjust pricing strategically
- How to run break-even and cash flow scenarios in minutes
- Plus: Prompt templates and a fill-in-the-blank workbook to use again and again
You will need access to your AI of choice.