A 90-minute intensive to help you turn your dreams into a financial game plan
if you can actually hit your goals?
about what the tax implications of hitting your goals will be?
on whether you can afford the support that you will need to hit those goals?
that hitting those goals will take more time than you actually have?
that your personal financial needs don't leave room for investing in your business?
Confidently know how many sales you needed to close each month in order to make your dreams a reality
Hit record sales months and know that you could still afford your tax bill at the end of the year
Build out a team without taking home any less money
Create a game plan to regularly increase your prices
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!
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 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.
instead of feeling scattered
and disorganized in your business,
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!
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!
90 minute LIVE intensive
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/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!)
organize your goals and turn them into a clear path for financial success!