Most owners have a sense for their finances. But more often, they don't know how to interpret the data or make the time to dive deep into their finances. This is a small-group, hands-on session where you work on your own business numbers with Joa Garcia of Prism Consulting, who works with small businesses on taxes and finances.

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You don't need accounting software or a profit and loss statement. Bring three things, even if they're rough:

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• Monthly sales for 2026, split by product, service or sales channel if you can

• Monthly total costs in a few categories (supplies, rent, payroll, fees, and so on)

• The tax and loan payments you made this year

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If you don’t have all these, please don’t let that stop you from attending!

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Together we will:

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• Build a simple monthly picture of your year, including the months that were tight

• See what earned money and what took more effort than it returned

• Walk through what is likely to come due at tax time, what to set aside, and what to ask your accountant

• Choose one or two places to put your effort in 2027

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You will leave with your own one-page summary, a template you can reuse, and a way to reach a professional afterward for a short follow-up. Lunch is provided.