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
  • How to use AI to build a 3‑year forecast 
  • 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.

Can be an online or in-person workshop — 3 hours