Money programs

Keep more of what you earn, and feel calm about it.

Growth only feels good when you know where the money goes. These programs help you understand your money, from the story behind it to the numbers that run your business, with a CPA who has spent 20 years in business advisory.

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From your money story to CFO-level support

Start on your own, and when you want someone to read your real numbers with you, pick the program that fits the size of your business.

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Start here

Rewrite your money story in thirty days

Financially Whole

One short theme a day helps you understand why you do what you do with money, and then build a plan for your money that you wrote yourself.

What you get

  • Your own definition of wealth, and a why that holds on the hard days
  • Your money story written out, and the belief you are ready to put down
  • A budget, your net worth and a 30-day action plan you wrote yourself
On your ownThirty daysStart tonight
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For businesses under $250k a year

Know how your business is really doing

Empowered Money Method

Ninety days together, where I read your real numbers with you, so you know how well your business is really doing, what you can take home, and which moves will get you to your goals.

What you get

  • A clear snapshot of your income, your spending and what is left
  • Your net worth today, and a money system with a weekly habit that keeps it running
  • A plan for the quarter ahead, plus trackers and templates that stay yours
One-on-oneNinety daysUnder $250k a year
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For businesses at $250k a year and up

CFO-level support for growing businesses

Financial Architecture

We set up your numbers, your systems and your plan, so you pay yourself properly, grow your profit and stop guessing.

What you get

  • A review of your pricing, offers and financials
  • A 12-month budget and pay plan, with your financial systems set up and running
  • Or ongoing fractional CFO support to stop money leaking out and get paid faster
CFO-level$250k a year and up
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Sales programs

Win the right clients

Programs for the sales side of your business, from your free Selling Blueprint to twelve weeks one-on-one.

Not sure where to start?

Schedule a discovery call, and we'll look at where your business is now and which step makes sense first.

Schedule a discovery call →