Know your Numbers: A 2025 Financial Clarity Workshop

During this 1-hour Virtual Workshop via Zoom we will demystify financial statements, focusing on how to read and understand profit and loss statements. The goal is to empower business owners to make data-driven decisions around pricing and service packages for 2025.

December 19, 2024

12:00 - 1:00 pm (AZ)


The Agenda:

  • Introductions - an opportunity to introduce yourself and your business to the group.

  • Reading the Profit & Loss Statement - I’ll enthusiastically explain the essentials of a P&L.

  • Pricing & Packages - Diving into common pricing pitfalls and strategies for setting prices. We will also touch on bundling services into packages for improved client value and business profitability.

  • Planning for 2025 - I’ll show you how a clear financial picture can help set realistic revenue goals and identify potential for service expansion or cost savings.

  • Q&A - Happy to answer your questions!


About the special guest, Heather Pranitis!

Heather founded The Number Nerd™ with a simple mission: to help small businesses thrive through expert accounting and management services. With 20+ years of experience in the financial industry, Heather has witnessed firsthand the challenges that small business owners face when it comes to managing their finances effectively. Her passion for numbers and a deep commitment to making financial matters simpler led Heather to create The Number Nerd™.

Kaizen Operational Solutions

Kaizen Operational Strategies provides fractional COO services, operational strategy development, and project-based solutions to service-based businesses, law firms, and health and wellness professionals. We help businesses streamline operations, improve efficiency, and scale for long-term growth through tailored strategies and hands-on leadership.

https://KaizenOperationalSolutions.com
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