Financial Workshop



Video workshop info
Why book now?

Compliment your team with financial upskilling by learning the fundamentals and identifying their contribution to the P&L.

Who is it for?

Visionaries, integrators, and leadership teams who require a more comprehensive understanding of their organization’s finances.

How long is it?

4 hours

What is the cost?



More about the workshop

Learn the essentials of how to read, understand, and present financial reports. Gain a deeper apprehension of the impact of the numbers. This financial workshop helps a leadership team have more awareness, visibility, and accountability to their business’ cash flow and profit drivers. Schedule a 30 min call to learn more!

Build your business by design.

More about the workshop

Topics Covered...

Personal vs. Corporate Finance

Financial Statements

Profit & Loss.
Balance Sheet.

Cash Flow Drivers

Valuation Drivers

Financial Roadmap

Discover the powerful impact our workshops have had on leaders just like you

The Financial Workshop provided by the Profit Recipe was informative and interactive. It was especially worthwhile for our team that does not have a traditional business background in financial education. Because of our experience, we are now on the same page when it comes to reviewing the financials and making decisions that will move us forward in our growth plans. Learning together makes us stronger!
—Miren Oca, Founder at Ocaquatics
Before we started EOS we were successful in many ways but we were missing some things. We were two owners very involved every day with direction and leadership and eventually ran our perspective departments individually. This worked for a while however we lacked communication between departments and not everyone was on the same page. By implementing EOS we have discovered clarity in roles, identified individual strengths and weaknesses and it has brought unity, leadership and direction to our team.
—Steve Sigismond, Owner and Member at HomeZone Improvements
It was great! Looking forward to the next session. Excited to provide this training to the Mastermind Groups. As the 7FA coach, I am very happy to provide these advanced business building sessions.
—Jeff Fisher, Coach at Seven Figure Agency

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Want to learn more? Schedule a call with one of our experts to see which workshop will work best for you and your team.