Many small business owners focus on sales but overlook the financial statements that truly reveal the health of their business. Your Profit & Loss (P&L) statement isn’t just a report—it’s a powerful tool that can help you identify opportunities, cut unnecessary costs, and make informed decisions that drive profitability.
If you’re not using your P&L statement to its full potential, you could be leaving money on the table!
Join us for a FREE, hands-on workshop designed to help you understand, analyze, and use your Profit & Loss statement to make smarter business decisions and improve financial stability.
What You’ll Learn
✅ The key components of a Profit & Loss statement and what they mean
✅ How to track income, expenses, and profit like a pro
✅ The difference between cash basis and accrual accounting (and which is right for you)
✅ How to analyze financial data to spot trends and opportunities
✅ Simple strategies to improve your bottom line and boost profitability
Meet Your Expert Speaker, Patricia Lee
This workshop is presented by Patricia Lee, a licensed tax professional (Enrolled Agent) with over 20 years of experience in tax strategy, accounting, and financial planning. As a Tax Planner at Covenant Accounting and Business Services, Patricia has spent decades helping small business owners understand their financial statements, maximize profitability, and stay tax-compliant.
She understands that financial statements aren’t just numbers, they represent the success, struggles, and future of your business. With her people-first approach, Patricia ensures you walk away with practical strategies to take control of your business finances and improve your bottom line.
A P&L statement shows exactly where your money is going, but do you know how to use it to your advantage? Whether you’re struggling with cash flow, looking for ways to increase profit, or preparing to apply for funding, understanding your P&L can help you take control of your business finances and make confident financial decisions.
We’re offering both in-person and virtual attendance options so you can join us from anywhere. Just choose your preference when you register!
🚀 Your business success starts with financial clarity; don’t miss this opportunity to take control of your numbers!
