Budgets, Bottom Lines & Bermuda Triangles

If your numbers feel unclear… if profit seems to disappear… you’re not alone.

This is where it gets fixed.

As a bookkeeper, you spend your time inside other people’s numbers — but when it comes to your own business, it’s easy for things to get murky.

In this bootcamp, we roll up our sleeves and get to work — identifying exactly where your profit is leaking and what to do about it.

You’ll complete three focused “get to work” assignments, each designed to help you plug the leaks and take back control of your numbers.

You’ll be guided step-by-step by Taunya Woods Richardson using The Cashflow Canvas™ — a proven, founder-first framework — while Glinda*, Nail The Numbers’ purpose-driven AI guide, supports your work behind the scenes, helping you build a clear first draft of your financial plan quickly and without judgment.

Where You’ll Plug the Leaks

1. Revenue — Sculpt Your Offer

Move beyond scattered services and hourly rates, and shape your top three offers or packages — the ones that can drive 80% or more of your revenue.

2. Direct Costs — Uncover What’s Draining Profit

Take a closer look at what it truly costs to deliver your services — including time, tools, subcontractors, and hidden inputs — and identify where your margins are being quietly eroded.

3. Pricing — Capture the Value You Deliver

Align your pricing with your true costs, positioning, and the real value of your work — so your business can hold onto what it earns.

What You’ll Walk Away With

By the end of this bootcamp, you will be able to:

  • Identify where profit is leaking across your business
  • Strengthen your core revenue streams to drive better results
  • Accurately assess direct costs, including materials, inputs, subcontractor costs and direct labour
  • Align pricing with true costs, market position, and value delivered
  • Find clarity and confidence in your own numbers so you can better help your clients find theirs 

If you’ve ever looked at your numbers and thought, “Where did my profit go?” This is where you find out — and take it back.

Why Bookkeepers Attend

Because it’s one thing to help your clients with their numbers… and another to be fully grounded in your own. This is where you step into that — and lead with clarity and confidence.

Frequently Asked Questions

This live session will not be recorded or made available after the event. 

Event Speaker:

Taunya Woods Richardson

About the Facilitator 

Taunya Woods Richardson is the Founder + CEO of Nail The Numbers and the creator of The Cashflow Canvas™ — a proven, founder-first framework that has helped thousands of business owners take control of their numbers and build stronger, more profitable businesses.

With over 30 years immersed in entrepreneurship, Taunya is a nationally recognized expert in founder finance, known for turning complex financial concepts into clear, practical action. Her work has taken her across Canada, collaborating with banks, credit unions, economic developers, and small business champions — all with one mission: to strengthen the minds and bottom lines of Founders.

On stage, Taunya brings a rare combination of insight, energy, and real-world experience — guiding entrepreneurs to uncover where their profit is going, and more importantly, how to take it back.

Event Category: Workshop

Event Date: April 7, 2026

Event Time: 1:00 PM - 4:00 PM (ET)

Delivery: Virtual

CPD Points: 3

Non-Member Registration Fee: $249

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Member Registration Fee: $199

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