Membership

Cash | Margin

Strategic Financial Leadership

12-Month Group Financial Coaching

⭐ Are you a small business owner who's ready to take your financial understanding and business growth to the next level, but you are struggling to prioritize what to focus on?

⭐ Are you ready to use your bookkeeping data to make decisions for your business, but you need support and guidance on next steps? 

⭐ Are you excited to build out a business roadmap with specific goals and targets for your business, but you're not sure where to start?

Look no further!

Our 12-month membership program is designed just for you.

Our Program is designed for Business Owners who are:

  • Growing their consulting, service-based, or agency business

  • Achieving 6-figures in annual revenue, but ready to see scalable and sustainable growth

  • Utilizing bookkeeping support but your financial reports are not driving confidence in your business decisions (if you do not currently have bookkeeping support, please reach out, we would love to help you)

  • Ready to lead their business with gained confidence in your data and clarity in your business targets and the path to achieve goals

What's Included in our Program:

  • 12 Month Membership: Dive deep into the world of financial clarity with our year-long program that meets once a month. 

  • Monthly Zoom Coaching Calls: Get personalized guidance and insights to steer your business in the right direction.

  • Access to Slack Community: Connect with like-minded entrepreneurs, share experiences, and network for mutual growth. The community is moderated and supported by Financial Professionals.

  • Template Vault: Gain exclusive access to a treasure trove of templates to streamline your financial processes and decision-making.

  • Discounted rates on 1:1 Consultations

Membership Program Highlights

Growth Strategy

Develop a roadmap tailored to your business's growth trajectory.

Cash Flow Management

Master the art of managing cash flow to keep your business proftiable. Understanding your business cash needs and how to prevent cash flow challenges.

Budgets and Forecast Builder

Plan for the future with confidence using effective budgeting and forecasting techniques.

Leading as a Chief Revenue Officer

Equip yourself with the knowledge and tools to effectively support your business's revenue goals.

Data-Driven Decision Making

Harness the power of data by learning how to create and utilize dashboards with personalized KPIs.

And So Much More!

Register today for our 2025 Cohort that begins in January.

January Cohort Schedule of Monthly Zoom Calls:

  • All calls are held the second Thursday of each month at 1pm EST and recorded.

  • January 9, February 13, March 13, April 10, May 8, June 12, July 10, August 14, September 11, October 9, November 13, December 11

$997 one-time payment for 12 month membership

Discounted Rate of $797 for first 10 Registrations!!! Use code “FIRST10”