Date: Thursday, September 18, 2025
Time: 8:30am to 4pm
Location: In-Person, full day workshop, Sky Oro Cowork, Bozeman, MT
Investment: $250 pp (Sky Oro member discount available)
This interactive, in-person workshop is designed for business owners who want to finally feel clear, confident, and in control of their finances. Whether you’re running a growing business or just getting serious about your numbers, this hands-on day will give you the tools, guidance, and space to get your financial foundation in order—without the overwhelm.
You’ll walk away with a personalized plan, streamlined systems, and a deeper understanding of what your numbers are actually telling you!
This isn’t just a workshop—it’s a working session built to help you align your financial setup with the future you’re building. Expect real conversations, hands-on exercises, and practical tools that speak to the actual needs of business owners.
What We'll Cover:
Reasonable Compensation & Entity Selection
Planning for the Future & Tax Strategy
Tracking, Budgeting & Cash Flow
Reverse Engineering Your Goals
Delegation & Support Systems
Marketing That Aligns With Your Financial Goals
Financial Reports That Make Sense
Who this is for:
Entrepreneurs, freelancers, and small business owners
Anyone ready to better understand their numbers
Business owners who want structure, not spreadsheets
People who learn best with support and space to focus
Your ticket includes:
Full-day workshop with guided coaching and small-group support
Actionable templates and resource guides
Event workbook
Access to a private follow-up Q&A office hour (virtual)