Description

This isn’t a finance workshop for finance people. It’s a clarity session for the ones making it all work.

Whether you’re running the business or just holding it together, this workshop helps you link your everyday decisions — about cost, time, and staffing — to real financial performance. No spreadsheets required. No jargon. Just useful, straightforward strategies that work.

You’ll learn how to:
• Use 4 key ways to impact profitability (even if your prices can’t change)
• Read and interpret the financial statements you’re already getting – and use them to guide decisions beyond tax time
• Forecast using the patterns you already track in your head — even if they’re not in your books (like weather, typical clients by season, or staff energy)
• Decide what to track and how often — to stay grounded, make confident decisions, and avoid surprises
• Use simple AI tools safely to help with your decision-making

Takeaways

• A one-page checkpoint that links team decisions to business outcomes
• A practical decision-guide and plan for tracking what matters — not just money in and out, but risk, seasonality, and gut-checks you’ve been doing all along — with numbers that help confirm or challenge what your instincts are telling you

Register today and save a seat at the table!


About Saga Works
Saga Works is led by Laura Bock Blumes (MBA, M.EdTech) and Mike Blumes (CPA), a Whistler-based team with deep experience in operations, fi nance, and modern learning design. With decades of real-world practice ? and current certifi cations in change management and AI for business ? they specialize in tools that actually work for small teams. Their sessions are practical, accessible, and built for busy people navigating fast-moving change.