your money systems!
I get it...
Bookkeeping, budgeting...BORING!!
This is coming from a Silicon Valley Controller & CFO.
But also...I'm an entrepreneur.
AND I've been helping entrepreneurs get organized and stay compliant for over a decade.
Many will gladly warn you: not being prepared and organized NOW will end up costing you THOUSANDS later.
Don't be that person.
The #1 reason businesses fail: CASH FLOW ISSUES.
During the 6 weeks I spend with you, I'll show you the very minimum you need to know and teach you how to keep it up.
We'll meet once per week for 6 weeks (for 45 minutes) and we'll cover a minimum of the topics below, as well as any business strategy questions you have.
If we have time, we can also dive into mindset work.
I will recommend biz systems based on your goals and show you how to use them.
Don't worry...I have FREE options when it comes to systems.
(I know how all the tech subscriptions can add up, so I always find free options.)
Here's a sample of what our time will look like:
Week 1: Understanding you, the biz, and goals.
Week 2: Choosing your systems & setting them up.
Week 3: Continuing to set-up the systems.
Week 4: Preparing for our first month-end close & reconciliation.
Week 5: Closing out the month, going over reports, creating a cash flow forecast.
Week 6: Wrapping it all up and answering your questions.
And... don't worry.
If you have ongoing questions, I'll have discounted pricing for ongoing calls AND a discounted price for in-house bookkeeping (if you decide you'd rather we handle it FOR you).
But I ALWAYS recommend understanding how your books are organized and knowing which reports to review for insight, which I'll cover with you.
After working in some great (and not so great) firms, I decided I wanted to create my own. Especially when I realized how badly the accounting and finance world REALLY needed some mindset shifts.
In parallel to that, I've been running a coaching business where I help entrepreneurs clear blocks quickly utilizing Rapid Resolution Therapy.
I can't wait to work with you inside the 6 Week MBA!
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6 Week MBA (Master your Books Accelerator)$999
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- 1x6 Week MBA (Master your Books Accelerator)$999-+
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