If your budget is just a guess, your business is at risk.

Running a small business without a clear budget is like driving without a map—you might move forward, but you have no idea where you’re heading. A solid budget helps you see what’s working, where to cut costs, and how to plan for seasonal changes.

This workshop will teach you how to develop a business budget that actually works—one that doesn’t just record numbers, but guides decisions, predicts challenges, and helps you grow.

What You’ll Learn:

✅ Why a business budget matters: Stay efficient, plan ahead, and minimize debt
✅ How to examine your revenue: Learn what to include and how to forecast
✅ Fixed vs. variable costs: Understand how to categorize your expenses
✅ Setting up a contingency fund: Be prepared for unexpected costs
✅ Calculating your profit: Know when you’re truly making money
✅ Finalizing your budget: Turn data into a clear financial plan

Meet Your Speaker: Mercedes Givens

This workshop is led by Mercedes Givens, Private Wealth Manager and Partner at Creative Planning. With over 15 years of experience in financial services, Mercedes specializes in creating and maintaining customized financial plans that address every aspect of a healthy financial life—from investments and tax planning to risk management and retirement. As a Certified Financial Planner® professional, Mercedes brings practical insights and a client-focused approach to helping business owners achieve their financial goals.

Why Attend

Budgeting is more than just tracking expenses, it’s about driving growth and staying prepared. This workshop will guide you through the process, help you avoid common mistakes, and leave you with a budget that actually supports your business goals.