Small Business Finance Mentorship

Understand your finances and grow your profits!

Are you ready to understand your business finances ? Are you tired of guessing if you have enough money to pay yourself, over drafting your bank accounts and drowning in credit card debt from all the “investments” you made in your business that haven’t turned into paying clients? Does the thought of tax season make you cringe?

Then the small business financial mentorship is for you!

What you’ll get

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    2023 Bookkeeping Clean Up - includes setting your business up in Quickbooks if you aren’t already. Categorizing and reconciling transactions and 2023 financial reports. 90 minute group call to review your 2023 bookkeeping reports and understand how to read your financial statements.

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    Access to pre-recorded modules on categorizing financial transactions, reconciling your bank accounts, understanding key financial concepts and mastering your money mindset.

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    Monthly Co-Woking Session to hold you accountable for completing your monthly bookkeeping and to answer questions.

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    Quarterly 90 minute instructional calls. Each quarter we will review a new topic so you have a better understanding of your business finances and hot seat coaching.

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    Money Mindset Work. Your financial data is only half the story when it comes to mastering your business finances. The other piece so many business owner’s miss is the mindset work. Which is just as important.

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    Group Voxer support, ask your questions inbetween calls, share your wins and learn from other business owners in your cohort.

What You’ll Learn

Understand Key Term

Confused by financial lingo? I got you covered. Learn the key financial terms you need to know to understand your business finances and grow your business in a sustainable manner.

Financial Management

Master tracking your income, managing expenses, making strategic investments and steering clear of common financial pitfalls.

Money Mindset

Increase your profits by deep diving into your relationship with money, reframe your limiting beliefs and self-sabotaging tendencies. To transform your mindset and sales strategy to connect with ideal clients from a place of abundance rather than scarcity.

Transform your business's financial future!

The Investment:

  • $2,200 (Payment plans available $800 up front and 10 payments of $140)

  • Paid in full bonus: 90 minute financial deep dive

What's Included:

  • 2023 Bookkeeping Clean Up - includes setting your business up in Quickbooks if you aren’t already. Categorizing and reconciling transactions and 2023 financial reports. 90 minute group call to review your 2023 bookkeeping reports and understand how to read your financial statements. ($1,800 value)

  • Access to pre-recorded modules on categorizing financial transactions, reconciling your bank accounts, understanding key financial concepts and mastering your money mindset. ($500 Value)

  • Monthly Co-Woking Session to hold you accountable for completing your monthly bookkeeping and to answer questions. ($50 per month Value)

  • Quarterly 90 minute instructional calls. Each quarter we will review a new topic so you have a better understanding of your business finances and hot seat coaching. ($200)

  • Money Mindset Work. Your financial data is only half the story when it comes to mastering your business finances. The other piece so many business owner’s miss is the mindset work. Which is just as important.

  • Group Voxer support, ask your questions in-between calls, share your wins and learn from other business owners in your cohort.

*Reminder: spaces are limited to 8 spots per cohort and 2023 Bookkeeping cleanups start at $1800.

How Money Mastery is Unique

  • This is not a typically DIY course. Yes, there will be some pre-recorded content to help you get things started ahead of our calls but I will be personally guiding you through setting up your bookkeeping every step of the way!

  • There is NO FLUFF. I hate buying a course that is filled with fluff and feelings like I didn't get anything out of it. That's why we are getting right to the point!

  • This is not a DIY program it is a DWY (Done WITH You) program! I will be here to guide you every step of the way and available for questions in REAL time

✺ Frequently asked questions ✺

  • Absolutely! This course is designed for entrepreneurs at all levels, including beginners. We start with the basics and gradually build your bookkeeping skills from the ground up.

  • We know you are busy! You can get results from just setting aside 1-2 hours a week! One hour for learning and one hour for getting your bookkeeping in order! As you gain more knowledge and keep your bookkeeping in order you will spend less and less time on it each week!

  • Yes, you'll retain access to all course materials, including videos and resources. You will also have the opportunity to join our community and continue receiving ongoing monthly support! We believe in providing ongoing support to help you succeed! And keep your bookkeeping up to date!

  • Absolutely! Our course is designed to help get your bookkeeping up to date no matter the starting point! Joining the course will provide you with the knowledge, tools, and support needed to organize and manage your 2023 bookkeeping effectively, ensuring you start on the right financial track in 2024!

  • Absolutely! This course isn't just about numbers; it's also about nurturing a positive money mindset. We provide guidance and resources to help you overcome financial fears, develop a healthier relationship with money, and gain the confidence to make empowered financial choices, ensuring that you not only master bookkeeping but also transform your overall approach to finances.

  • We've got you covered! You'll have access to bi-weekly Q&A sessions, a supportive community, and direct contact with the course instructor via Voxer to ensure your questions are answered promptly and you feel supported on this journey!

  • No worries at all! The "Bookkeeping Roadmap" course is precisely designed to guide you from square one. We'll help you establish a solid foundation for your business finances, from setting up your bank accounts and payment processors to your bookkeeping systems and understanding key financial concepts. We want to ensuring you're well-equipped to take control of your financial journey.

  • This content is geared towards service based businesses. Well some things carry over to product based businesses I strongly recommend for product based businesses to hire a bookkeeper and not go the DIY route as product based businesses can be more complex. That being said you can still use the course to get a better understanding of bookkeeping and to get your accounts in order!

  • Yes, while the course primarily offers group learning and support, there will be opportunities for one-on-one support sessions with the course instructor to address specific questions, clarify concepts, and provide personalized guidance tailored to your unique business needs at an additional cost.

  • Not at all! This course is designed to simplify complex financial concepts and bookkeeping terminology, making them accessible to individuals with varying levels of mathematical proficiency. We focus on practical, real-world applications and provide step-by-step guidance to ensure that even if you've struggled with math in the past, you can excel in this course and confidently manage your business finances.