Many business owners work relentlessly to grow their operations, only to find themselves uncertain about their true financial health. Revenue may be increasing, yet profitability and cash flow remain unclear. This financial ambiguity often results in stress, stalled growth, and reactive decision-making.

This complimentary class is designed to provide a rapid but powerful reset—a process to help you clarify your financial priorities, eliminate confusion, and establish a focused path forward. Whether your books are disorganized or you're simply unsure what to track, this workshop offers a clear starting point.

Class Contents

At the core of this session is our 3-Part Financial Reset Framework, developed to meet the needs of business owners, regardless of their financial background, and help them take immediate action with confidence.

Step 1: Identify Your Primary Financial Challenge

The first step toward financial clarity is naming the specific pressure point affecting your business. Without identifying the root issue, efforts to fix it often lead to more frustration or wasted time. During this stage, we guide you to reflect on questions such as:

• Are you generating revenue but not retaining profit?
• Is cash flow unpredictable or consistently tight?
• Are you unsure whether your current pricing is sustainable, or how much you should be charging?
• Do you lack clarity on which financial numbers to focus on to drive better decisions?

These questions help pinpoint whether your biggest challenge is profitability, pricing, cash flow, or simply knowing where to begin. With that insight, we’ll help you take meaningful action in the rest of the workshop.

Step 2: Conduct a Targeted Financial Cleanup

Once you’ve named the issue, it’s time to declutter and organize. This doesn’t require perfect books or expensive software—just a commitment to reviewing a few key elements:

• Pull your most recent 2–3 months of financial data (revenue, expenses, and cash flow)
• Identify the top 5 expenses and evaluate their strategic value
• Assess the condition of your bookkeeping tools (QuickBooks, spreadsheets, or other systems)
• Clarify whether key numbers are up to date and categorized properly

This step helps you transition from fog to focus, creating a solid financial foundation for informed decisions.

Step 3: Prioritize and Take Immediate Action

Now that you’ve identified the problem and reviewed the current data, it’s time to take action. But rather than overhauling everything, we focus on one small, high-leverage habit or metric:

• Choose a financial KPI (Key Performance Indicator) to begin tracking weekly (e.g., cash balance, net profit, or owner pay)
• Schedule a recurring “financial check-in” on your calendar
• Eliminate or adjust one unnecessary expense
• Improve one aspect of pricing or billing based on insights from Step 2

This third step is about momentum—creating a small win that builds consistency and restores your confidence in managing your business finances.

Why Attend This Class?

• Learn a framework that brings structure and relief to financial uncertainty
• Gain confidence in reviewing and interpreting your business’s financial performance
• Understand which numbers matter most—and which ones don’t
• Begin building healthy financial habits that support long-term growth
• See how our structured coaching program can help you turn clarity into strategy

About us

At Bespoke Business Advisory, we bring over 20 years of experience advising small and mid-sized businesses. We specialize in translating complex financial data into clear, strategic actions. We help business owners achieve sustainable growth by equipping them with systems for better decision-making and stronger profitability. During this class, you’ll have the opportunity to engage with our education team and experience how our advisory approach supports real-world business success.

Limited Spots Available!

Reserve your seat now — availability is limited to ensure a high-quality, interactive session. Before the class, you will receive an email with the Zoom access link.

Can't Attend the Live Event?

No problem! We have alternatives for you. Check out our on-demand training: The 5 Financial Metrics Every Business Owner Must Know, in which you will unlock the secrets to boosting your business's profitability.