More Business Cash Flow, More Impact

MORE CASH FLOW=

more impact

MORE CASH FLOW=

more impact

CULTIVATE AN EMPOWERING
MONEY MINDSET

SIMPLIFY YOUR FINANCES AND
CREATE MORE CASH FLOW

PUT PROFIT FIRST AND WATCH
AS YOUR WEALTH GROWS

CULTIVATE AN EMPOWERING
MONEY MINDSET

SIMPLIFY YOUR FINANCE AND CREATE MORE CASH FLOW

PUT PROFIT FIRST AND WATCH AS YOUR WEALTH GROWS

You have such big dreams for your business

and you understand that the work that you do has the power to impact so many.

But in order for you to do the things that will make a big difference, you need to invest in the right people, strategies, and resources. But you may already be in debt and your cash flow is suffering. You wish you could do more. After all, you got into this type of business because you wanted more freedom to create the lifestyle you envisioned. You wanted to have more time and independence while feeling empowered and excited every single day you stepped into your job.

MEANWHILE, YOU...

Do you feel like no matter how much money you bring in, it seems as though you are stuck in the same place?

Have you had to get into a lot of debt to build your business to where it’s at - and now you don’t know how to get out of it?

Are you exhausted of spending the whole month obsessing about finances, only to start over the following month?

Is your cash flow keeping you from saying yes to growth and impact in your business?

Do you feel that while you have been successful, you have nothing to show for it?

Are you embarrassed to admit that even though you are ‘successful’ your bank account doesn’t reflect the same?

The truth is that it doesn't have to be this way

You have a lot of incredible skills that have brought you to where you are, but to get to the next level? You need to be able to master your finances. To uncover all the emotional attachments and stories that you might have around money and learn the right system to support your growth while bringing in the cash flow you need.

schedule a consultation call

Trust me, I get you

I am a Certified Profit First Professional and Business Coach. Driven by a need to change industry standards in Sales and Profit, I take pride in providing the best coaching experience possible. As a Certified Profit First Professional, my goal includes driving profitability in businesses and maximizing cash flow opportunities. In addition to my Coaching Practice, I have been recognized by the Profit First Community for my extraordinary commitment of helping as many businesses as possible implement a proven system for ensuring and measuring profitability. I have the expertise to turn your business into a Profit Making Machine. And when I'm not strategizing profit, you will most likely find me on my Peloton Bike.

Trust me, I get you

THAT'S WHY I FOCUS ON

Profit First

So that you can simplify your business and effectively manage cash flow as you get out of debt and cultivate a powerful relationship with your business finances using Profit First methodology so that you can turn your business into a profit-making-machine.

WHAT IS PROFIT FIRST?

Profit First is a simple yet effective accounting strategy that will transform your business. Created by Mike Michalowicz, The Profit First system explains the why of instead of focusing on living check-to-check as an entrepreneur, you can ensure your business becomes amazingly (and permanently) profitable from every single sale you make.

HOW IT WORKS:

The GAAP (Generally Accepted Accounting Principles) formula for determining a business's profit is Sales – Expenses = Profit. It is simple, logical and clear. Unfortunately, it's a lie. The formula, while logically accurate, does not account for human behavior. In the GAAP formula profit is a left over, a final consideration, something that is hopefully a nice surprise at the end of the year. Alas, the profit is rarely there and the business continues on its check to check survival.

~~sales – expenses = profit~~

SALES - PROFIT = EXPENSES

With Profit First you flip the formula to Sales – Profit = Expenses. Logically the math is the same, but from the standpoint of the entrepreneur's behavior, it is radically different. With Profit First, you take a predetermined percentage of profit from every sale first, and the remainder is allocated to taxes, owner's pay, and expenses. This ensures that your business becomes and remains profitable from Day 1 of implementing this methodology.

OUR PROCESS

ADOPTING THE PROFIT FIRST

METHODOLOGY

Uncover a system for building your business in a sustainable way that will allow you to create long-term success and growth while flipping the common model around in your favor.

PROFIT FIRST

FOR YOUR BUSINESS

Understand the importance of running a Fiscally Healthy Company by taking Profit First, not last. The path to Financial freedom is now paved with simple, habit changes that become systematized and automatic.

DESIGNING AN ASSESSMENT

AND ROLL-OUT PLAN

Create attainable financial goals following the Profit First method that easily meet or exceed your goals with incredible confidence as you stay aligned with your mission and have more accountability.

IMPLEMENTING THE

METHODOLOGY

Implement the Profit First Methodology for your business and start to see your business finances improve and stop hoping there is money left after sales as you generate massive momentum.

WHAT THIS MEANS:

The path to Financial freedom is now paved with simple, small habit changes that become systematized and automatic
Having a business that has sustained profitability which establishes long-term growth
Implementing regular Profit Allocations from the beginning so you can finally give yourself a quarterly bonus
Have a SUPER plan on how to reduce your expenses over time to bring more owner’s pay into your pocket
Create and identify different allocation accounts that keep your business in a profitable state every single quarter

READY TO EMBRACE THE

profit experience?

schedule a consultation call

READY TO EMBRACE THE

profit

EXPERIENCE?

schedule a consultation call

FREQUENTLY ASKED QUESTIONS

Financial Coaching is a collaborative, educational relationship that empowers you to achieve financial freedom. Financial Coaching bridges the gap by providing a powerful, professional partnership designed to create action. A Financial Coach works to educate their clients on the basics of personal finances, offers accountability, practical experience, and build their financial literacy. They work with people who need help making budgets, paying down debt and creating a livable financial plan. Their goal is to empower their clients to make smart financial decisions and take responsibility for their choices. A Financial Coach is not licensed to give specific investment advice, which makes them different from financial advisors. Through a series of meetings they help you develop a personalized financial plan tailored to your situation. Financial Coaching is the link between knowing what to do and actually getting it done. That’s why it works.

No, I work virtually from my office and essentially I come to you through the use of Zoom. Zoom is a web conferencing tool to bring a virtual meeting together in the comfort of your own home. Once you schedule your session, you will receive an email with the link to join our meeting from your computer’s browser. No need to drive remotely to a meeting location unless you live in my area and prefer a one-on-one meeting in person.

You certainly could and chances are you’ve tried. Knowing there are millions of budget forms out there and resources of information does not mean that a person is automatically set up for success. That’s where I come in. I set you up on a plan that is tailored to your specific financial situation and through a series of meetings, we build on that financial foundation to once and for all bring you accountability and financial freedom.

After scheduling an appointment, you will receive information about the meeting as well as a questionnaire in order for me to see where you are at in your financial position. Once I receive that information 48 hours before our session, I will spend time reviewing everything and gathering my recommendations and changes that I will share during our meeting. This is so that I don’t waste our time together just talking about the numbers. I want to utilize our 2 hour session powering through strategic changes, tackling your top 3 concerns with your money, and devising a plan specific to your needs.

A Financial Coach is not someone who sells investment products such as mutual funds, stocks, retirement accounts, or insurance. We do not give specific investing advice about investing or how much to invest. Financial coaching never provides specific market or securities recommendations.

If you have maxed out the free resources on your own and realized you need additional assistance, have tried a budget but couldn’t stick with it and are still in debt, or read financial magazines and books but don’t know how to put the plans in action, then you’d hire a Financial Coach. But if you have a robust savings, not in a lot of debt, and are ready for investing suggestions for your future, then you’d hire a Financial Planner/Advisor. Traditional financial advice from Financial Advisors/Planners are all about the money, not the problems people have associated with money. That’s where I can help! I’m the starting point to get you to a place where you will have the money to build wealth. Most people try getting out of debt and building wealth at the same time, but it doesn’t work. Financial Coaching can educate you on a wealth building strategy without the bias of selling you an investment product.

I am a graduate of the Financial Coach Academy as well as part of the Dave Ramsey Solutions Master Coaching Team. I have the tools and the knowledge to set you up for Financial Success if you follow the principals and plan I create for you. The financial history I’ve recovered from in my own life is a testament to the fact that I have the expertise necessary to help others advance to a place where they are financially stable and have a clear picture of where they want to be in 6 months, 1 year, or even 5 years. If you work with me, we can set you up on a financial plan by gaining clarity of your current situation, identifying key problem areas, and implementing strategic steps to get you in the financial position you want to be in.

more impact

more impact

You have such big dreams for your business

The truth is that it doesn't have to be this way

Trust me, I get you

Trust me, I get you

Profit First

profit experience?

profit

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