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Balanced Books, Business Brilliance: A Positive, Hands-On Business Finance Workshop!

Date: October 3, 2025 8:00 am -
4:00 pm
Location: Mod Ledger: 277 South Main Street - West Bend, WI

Are you Ready to Take Control of Your Business Finances (and Finally Feel in Control)?

Join Us for a Full Day Workshop on YOUR Business!
Balanced Books, Business Brilliance Workshop!

Click Here to Register!

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This is not your average workshop. This is where clarity meets confidence and your numbers finally start working for you.

Balanced Books, Business Brilliance is designed for entrepreneurs!

If you’ve ever thought:
“I just need to sit down and figure this out…”
“I know I’m making money, but I don’t feel it.”
“I’m ready to grow, but my finances feel messy.”
…then this workshop was made for you!

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Running a business means juggling a lot, and finances are often the piece that gets pushed aside. Not because you don’t care, but because the numbers feel overwhelming, unclear, or like they never quite add up to the full story. You’re not alone. Many successful business owners struggle with financial clarity, even while they’re growing.

That’s why this workshop was built, to bridge the gap between what’s happening in your business and what the numbers are actually saying. Because strategy is power, and when you apply the right financial strategy to your goals, everything changes.

Maybe your cash flow feels tight, or your profit isn’t where you thought it would be. Maybe you’ve been making decisions based on guesswork, not data. Or maybe you’re doing “fine,” but you know there’s more potential, more growth, more freedom, more stability, if you just had a clearer roadmap.

This workshop isn’t about becoming a financial expert overnight. It’s about creating a direct, actionable connection between your goals and your numbers. You’ll learn how to spot patterns, identify red flags, and build a strategy that supports the long game. Because strategy is power, and power in your business starts with understanding what’s really happening financially.

You’ll leave with tools to measure progress, systems to stay on track, and a renewed confidence in how you lead your business forward. This isn’t a one-size-fits-all session. It’s tailored, hands-on, and designed to meet you exactly where you are, whether you’re cleaning up your books or prepping for your next big leap.

It’s also a judgment-free space. No shame. No fluff. Just real support and financial empowerment that puts you back in the driver’s seat.

If you’ve ever said, “I need to figure out my finances,” this is your moment. You deserve a business that supports you, not just in theory, but on paper.

Because when your strategy is clear, your power is undeniable.

Let this be the day that changes everything.

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What to Expect:
A full day of hands-on strategy, personalized insight, and financial empowerment designed specifically for business owners who are ready to stop winging it and start making informed, powerful decisions with their money. You’ll walk away with tools, frameworks, and clarity that you can actually use right away, showing you strategy is power in your business.

 

We’ll Cover:

  1. What your numbers are really saying (and how to listen)
  2. Spotting financial leaks, gaps, and growth opportunities
  3. Simple strategies for stronger cash flow, profit, and sustainability
  4. Creating a financial strategy that fits your business goals
  5. Answers to the questions you’ve either been wanting to ask…or have been avoiding asking.

 

This isn’t another boring seminar.
It’s action.
It’s strategy.
It’s power.

You’ll get time to work on your business, not just learn about it. With guidance, support, and accountability baked in you will feel how strategy is power, truly.

 

Who This is For:

  • Founders
  • Freelancers
  • Business Owners

All founders, freelancers and business owners who want to feel financially grounded and unstoppable heading into year-end and beyond.

 

Don’t keep saying “I’ll figure it out later.”
Later is here! This is your moment to build real financial confidence.
Seats are limited  and lunch will be provided.
Strategy is Power! Let’s make this the moment your finances finally click.

 

Financial Strategy is Power Agenda:

8:00 am – 8:30 am
    Welcome!
8:30 am – 9:45 am
    Financial Foundation Check-Up
9:45 am – 10:00 am
    Break
10:00 am – 11:30 am
    Cash Flow & Profit Strategy
11:30 am – 12:30 pm
    Lunch + Clarity Coaching Roundtable
12:30 pm – 1:45 pm
    Backend Financial Systems & Workflow Alignment
1:45 pm – 2:00 pm
    Break
2:00 pm – 3:15 pm
    Financial Strategy & Implementation Sprint
3:15 pm – 4:00 pm
    Wrap Up, Commitments & Continued Support

Click Here Register!

 

Balanced Books, Business Brilliance is a workshop for business owners on finance and bookkeeping. Topics include pricing, taxes, and financial strategies. Located at Mod Ledger, West Bend.

Are you curious about our other educational offerings? Check out our calendar of events:

Upcoming Events!

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