Know Your Numbers: From P&L to Plan, Turning your numbers into 2027 Goals

About this event

Your Profit & Loss statement tells the story of your business, but only if you know how to read it. This program is designed for business owners and leaders who want to move beyond glancing at the bottom line and truly understand what their numbers are saying. In the first part of the program, you'll learn how to read your P&L with confidence and clarity. We'll break down revenue, cost of goods sold, gross margin, operating expenses, and net profit in plain language, and show you how to spot trends, identify what's driving your results, and ask the right questions of your financial data. Book keeper and self proclaimed, lover of numbers, Melissa Headrick will guide you through your numbers.

Then we'll put that knowledge to work. Barb Stevens, EOS Implementor, will lead the goal-setting portion of the program, guiding you as you translate your financial insights into clear, measurable goals for the first half of 2027. With Barb's expertise, you'll set priorities for Q1 and Q2 that are grounded in real numbers, not guesswork, so you can walk into the new year with a focused, actionable plan. You'll walk away with: A clear understanding of how to read and interpret your P&L Insight into the key numbers that drive your business's profitability Specific, measurable goals for Q1 of 2027 A plan built on financial reality and aligned with your leadership team Who should attend: Business owners, CEOs, and leadership team members who want to make smarter, numbers-driven decisions, no accounting background required.

$15 for Members $20 for non-members