You can learn to understand your money, make financial decisions with confidence and grow the business of your dreams.

Imagine knowing exactly how many clients or sales you need to close per month to achieve your personal finance goals. 

Knowing how much your monthly business expenses are with no sales. Knowing the key ingredients to a financially successful business.

You can….

  • Be empowered by your money and financial statements

  • Get excited to talk about and look at your monthly income and expenses

  • Take  consistent pay from your business to help manage your personal finances more efficiently

  • Be confident with every financial decision you make and in planning for upcoming expenses and investments

  • Be recession-proof with savings in the bank for emergencies

  • And most importantly, operate your business to ensure your business supports your life, not the other way around

It’s time to start with the basics.

Imagine it’s just 3 months down the road.  You have dedicated CFO time weekly.  In that time,  you update all your financial information, lay out the plan for the week, and check your bank accounts.  You ensure you’re on track for your goals.  You pay your bills.  You send out invoices.  And then you get on with your day feeling incredible knowing you’re making a difference and a living. 

  • No more stress about unpaid bills and vendors

  • No more wondering if you need to pay for groceries from the business or your personal account

  • No more wondering if you’ll hit your financial goals this year

  • No more fear of your slow months and season

  • No more wondering if you should give up and get a j-o-b

Just a weekly plan and steps to ensure you’re on the right track with the business you love

I want to help you gain full clarity on your finances and simplify where your money needs to go so that you can focus on the parts of your business that you love. 

You shouldn’t feel like you need to have an accounting degree to be successful in business!

With the Small Business Starter Bundle you’ll learn:

  • The 7 Key ingredients for a profitable business

  • How to differentiate between expenses and investments

  • How to run an expense analysis on your business to ensure you’re getting maximum value from expenses

  • What cash flow is and how to gain control

  • How to reverse engineer how much you need to make in your business on a monthly basis to server your personal goals

  • The difference between a budget and forecast

  • How to budget for your business

  • How to make financial decisions based on your budget

  • The steps to take to manage your business finances efficiently in under 30 minutes a week

  • And more!

What's Included:

Click each section below to learn more

    1. Welcome! Let's get this party started!

      FREE PREVIEW

    2. What's included in your Business Starter Bundle?

      FREE PREVIEW

    1. A brief intro to the E-Book

    2. Download the Ebook

    3. Download the Workbook

    1. A brief introduction to 'Control Your Cashflow'

    2. Download the Ebook

    3. Your Simple Expense Analysis in More Detail

    1. Why Your Legacy Plan Matters

    2. Your Legacy Plan (Downloadable PDF Steps)

    3. Accounts & Passwords Log

    1. Personal Income Targeting

    2. Personal Income Targeting & Reverse Engineering Your Business Exercise

    3. Your Target Allocation Percentages (Refer to Fig 2. in this PDF for the exercise)

    4. We'd love to have your feedback!

    1. Why I geek out over budgets

    2. Your Budget - A Blueprint For Success

    3. The difference between a budget and a forecast

    4. Your Downloadable Budget (Google users make a copy)

    5. How To Use This Sheet

    6. An example between two companies & the power of the process

About this course

  • $19.00
  • 22 lessons

“I’m currently taking the Small Business Starter Bundle and am finding the course very helpful, thank you!”

With the Small Business Starter Bundle you’ll get:

  • My signature Ebook, 7 Simple Steps To A Profitable Business

  • The follow up Ebook, 5 Easy Steps To Controlling Your Small Business's Cash Flow

  • An exercise walking you through conducting an expense analysis on your business

  • Steps to creating your financial legacy plan

  • Personal income targeting exercise so that you can feel confident in your sales

  • A tutorial on budgeting for your business and access to the spreadsheet I use with clients

  • A Weekly CFO checklist to learn how to maximize your time and money

“Great course BTW! The Spreadsheet is exactly what I was after. Much appreciated :-)”

It’s time to get your financial foundations in place so that you can thrive in your business. When you have your money not just in order, but simplified, everything else will start falling into place.

If you don’t get control of this now, where will you be in 6 months?
This starter course can help you:

  • Break down the basics of business finance in a more understandable way

  • Understand what cash flow is and why it’s important to your financial success

  • Learn the key ingredients to creating a profitable and sustainable business

  • Budget for your business successfully

  • Identify steps to help you gain clarity within your business

  • Start with small steps you can take today toward becoming a master of cash flow

This program might be for you if…

  • Feel overwhelmed by the finance side of your business

  • Are newer to business and not ready to make the investment to a coach yet

  • Are under $100,000 in revenue

  • Feel like you grasp the large concepts of finances, but you’re missing something and not sure what

  • Feel like you’re spinning your wheels with sales and spending, never coming out ahead

  • You feel like you keep working harder, but aren’t making progress

“I started reading the 7 steps Ebook (they seriously looked into my soul - all the hopes/dreams/fears I have!) I’m going to re-read it again. It’s well organized and I can (mostly) comprehend the business jargon when that’s not my forte - not even close! Thank you!"