GO FROM SCATTERED TO STREAMLINED
the CFO
masterclass
A 90-minute intensive to help you turn your dreams into a financial game plan
JOIN THE CLASS
Big financial goals for your business, but have no idea if you can actually make them a reality.
You have
That's exactly what we help you do!
WHAT IF YOU HAD A PERFECTLY LAID OUT PLAN FOR HOW TO MAKE YOUR FINANCIAL GOALS A REALITY?
if you can actually hit your goals?
Uncertain
When you think about your financials goals for your business, :
about what the tax implications of hitting your goals will be?
Anxious
on whether you can afford the support that you will need to hit those goals?
Confused
that hitting those goals will take more time than you actually have?
Afraid
that your personal financial needs don't leave room for investing in your business?
Nervous
are you
You are
not alone
Luckily for you, we are! And we are sharing Jackie's very own, step-by-step process for mapping out your financial goals into a clearly laid out game plan that you can actually follow!
MOST BUSINESS OWNERS ARE NOT ACCOUNTANTS OR FINANCIAL PROFESSIONALS.
Imagine if you could
THIS IS WHAT THE CFO MASTERCLASS WILL HELP YOU MAP OUT!
let's do this!
Confidently know how many sales you needed to close each month in order to make your dreams a reality
01
Hit record sales months and know that you could still afford your tax bill at the end of the year
02
Build out a team without taking home any less money
03
Create a game plan to regularly increase your prices
04
JOIN THE CLASS
Being able to easily see my numbers projected for the year and not having to worry about any of the formulas, because who understands how to use those, is SO helpful!
The spreadsheet jackie gave us is pure gold
Rhiannon Rae Designs
it was so easy to understand and add everything in. I can now see my exact numbers (and dream ones). It feels great seeing it all in one place.
I loved the way jackie broke everything down
Liz
lux & vita
I avoid them, and she made it so much less scary. Like someone shining a flashlight in a scary cave. She made me feel really great about the rest of my year.
Jackie made it so easy to look at my numbers
Olivia
olive marie consulting
Have a clear method for increasing prices so that you hit your financial milestones
after the cfo masterclass
you will:
Know how many sales you need to make each month for each of your core offers
Be able to confidently invest back into your business, worry free
Understand the tax implications of additional sales and be able to plan for them now, not later
Have a game plan for building up a business savings account
Know your take-home pay each month, after you've saved for taxes and future investments
The CFO Masterclass will give you a clear path to follow so that you can hit your financials goals with confidence!
instead of feeling scattered
and disorganized in your business,
$297
investment
Next class is August, 24th 2022 at 12:00pm CDT*
*will get access to call recording if you are unable to attend
12 Month Planning Workbook:
You will receive your own copy of our 12-Month Planning Workbook, which is what Jackie built to plan and grow her own business worry-free!
BONUS:
During The CFO Masterclass, Jackie will walk you step by step through mapping out your income and expenses over the next twelve months so that you can grow your business confidently by saving for taxes and paying yourself appropriately!
The CFO Masterclass
90 minute LIVE intensive
JOIN THE CLASS
YOUR NEW FAVORITE ACCOUNTANT
introducing
Hi, I'm Jackie -- CPA, small business accountant, and chips & queso enthusiast!
I have been a CPA for over 13 years and have spent the last 3 years helping small business owners in the online space gain control of their finances. The financial side of your business isn't just about clean books or neat financials (although that’s also important!) It's also about using your financials to grow your business confidently. My mission is to empower female service providers with the knowledge to scale worry-free!
I've been where you are - growing a business, but lacking confidence to make the investments that will actually move the needle. I was completely bogged down with trying to balance my family's financial needs with my businesses financial needs. Once I mapped out my goals into a game plan that I could follow, I was able to confidently make business decisions that propelled my business forward!
Like you, not all of my business goals are financial. I am a mom to three (very wild) boys, and having time to spend with my family (because their Dad is pretty awesome, too) is just as important to me. I want to build a business that supports my lifestyle (which is chaotic at the moment!) and that means hiring a team and nailing down pricing!
Jackie made my numbers easy to digest
Rizpah Estelle
Jackie made my numbers/finances easy to digest and look at but she also helped me look at things as a whole!
(Not to mention the spreadsheet she created is the best thing to freaking happen to my business!)
happy clients
What clients are saying
ARE YOU READY TO GET ORGANIZED AND GROW YOUR BUSINESS WITH A GAME PLAN?
organize your goals and turn them into a clear path for financial success!
