BUILD CONFIDENCE to take control of the financial side of your business.

Skip the unpleasant surprises, sleepless nights, and worry over making payroll.

Are you…

Frustrated by “lumpy” cash flows in your business?

AKA it feels like ‘feast or famine’ for you and you’re tired of it. You’re done with not being able to match up your cash outflows with your revenue inflows.

Struggling to feel confident when it comes to the finance-y side of your business?

Are you constantly thinking: “Can I afford to expand to a second location or hire that 6th team member? Is now the time to raise my rates? How is inflation impacting my profit margins? Am I going to get a surprise letter from CRA??

Worried because you don’t have a plan for where you’re going financially?

… And you’re scared that you might actually take what would otherwise be a very successful business and essentially “drive it into the ground” because you don’t understand your business finances.

It’s time to get the money side of your biz sorted so you can welcome in more of what you want: perfect-fit clients, more cashola, free time for family and friends, fancy meals out, or travel.

Whatever it is. It’s within reach.

Getting audited by the CRA means you have to take time out of your week to prep records and submit proof of your income and expenses (or pay a CPA $400/hr to do this for you). And you’ll potentially suffer cash flow issues if CRA doesn’t agree with your submission.
If you can’t easily do things like ‘make payroll’ or fund other normal operating expenses, you’re not gonna be able to sleep at night because cash is the lifeblood of your biz and you’re bleeding out.
And worse yet - if you don’t have ONE BIG PLAN for where you’re going financially over the next few months, you might accidentally take what would otherwise be a very successful biz and essentially drive it into the ground because you don’t understand how to work with a basic set of financial statements.

Financial mistakes in your biz are unique because they have the ability to seriously disrupt (or end) your biz:

Real talk

Now for the good news.

Let’s put more money in your pocket at the end of the month because living “the good life” is important to you.

You value being protected from a tax perspective because you don’t love surprise expenses anymore than I do.

Saving + protecting your income is important because you believe being a great biz owner means planning for your future, too.

You want clarity over your financial situation.

You desire confidence in making investment decisions.

You want to gain knowledge about how you compare to others in their industry

You need a clear sense of what your cash flow/budget is for the next 3, 6 and 12 months

And I can help you move towards significantly higher profits because I KNOW you want to be able to invest in yourself and your biz without wondering “can I afford to pay my team next month if I don’t get a new client??”

Here’s how we’ll get you there.

Club members receive…

TEACHING VIDEOS EVERY 1-2 WEEKS

I’ll go over the latest and greatest ideas and techniques for managing the finance-y side of your biz.

ON-DEMAND SUPPORT VIDEOS

These videos are for YOU to ask any money-type questions that have come up in your business over the past few days.

These videos are pre-recorded and allow me time to answer your questions in a way that is technically correct which means a better service for you (i.e. you’re not just getting my “off the cuff” answer - you’re getting a technically correct answer).

My team and I will collect your questions (anonymously) and provide you with a video twice a month.

RESOUCES, TEMPLATES, & CHECKLISTS

These come with each video – because I can teach you all the accounting/money/biz growth theory in the world, but if you don’t have the 1-2-3 on how to implement the knowledge, then you’re kinda wasting your time and money.

COMMUNITY

You’ll also have a community of other biz owners to cheer you on.

The Investment

Right now: JOIN US INSIDE

$800/month

+ GST/HST

Regular Price:

$1,000/month

+ GST/HST

(minimum 6 month commitment)

WHERE DO I SIGN UP?

Client Wins

Clients that have used the templates, techniques, and ratios I teach in this club have gone on to have big financial successes that have meant huge things for both their lives and businesses.

Rich B$tch Client Wins

Win #1

One client completely reimagined her 1:1 offering from a 3- or 4- month commitment to a 12 month commitment at a changeout rate that was almost DOUBLE what she was originally charging. And guess what? Her clients loved it and signed up. She’s going to continue to make BIG waves in her industry because she’s one of the few that are actually charging what they’re worth aka a minimum of $200/hr.

Win #2

Another client hit $20k of monthly revenue within 5 months of going “all in” on her business. This is real BDE and shows huge evidence that this client did the mindset work necessary to feel deserving of this level of revenue.

Win #3

Another client was able to say “please f*ck off” to a lender that talked down to her and made her feel small for inquiring about financing options for her life/biz. She went on to work with a lender that gave her a great rate AND treated her with the respect she deserved. And you best believe that she was honest with the original lender when a “feedback survey” came her way.

Still not sure if The Formula is right for you?

Good things come to those who commit time and attention to making changes in their business.

The money side of your business is serious, but it doesn’t have to be scary.

And sometimes taking the first step to assess “what is” can be the catalyst to help you grow your business to the next level.

Here’s how to know if you’re ready to join:

1

You’re willing to dedicate time each week to learn how to make better financial decisions in your business based on a deeper understanding of the rules of the money game.

2

You want to learn how to review records, understand advanced financial analysis techniques, and dig into the latest developments in how to get strategic with your money (aka improving your profitability by turning the right dials).