For visionary business owners

Make more money. Keep more money. Change the world.

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You thought making money was going to be the hardest part of running your business.

Once you finally figured it out, sales and marketing isn’t your biggest challenge anymore. But months or years into your business, you still aren’t sure how to manage your numbers. You wish you had more cash in the bank. You have no idea if your business is “healthy” or if your profit margin is “good”. Making big investments is terrifying because you just don’t know if it’s the right move. You hired a bookkeeper because that’s what you were “supposed” to do. You’re a visionary with big goals and ideas but don’t have a monthly plan to achieve them. You know there’s potential to grow your business and your team, but you feel stuck and unable to unleash that potential. Even though you appear successful, some days you feel like a terrible CEO because you still don’t “get” your numbers.

Here's the thing

Using and understanding your numbers doesn’t have to be hard.

You don’t have to be a “numbers person”. You don’t need hours every week dedicated to spreadsheets. You don’t have to be an Excel whiz or crazy organized or Type A. You don’t need a multi-million dollar business to start thinking about your numbers.

The worst part is:

This problem is not just costing you time spent agonizing over your numbers, but it could be costing you money too.

Making the wrong investments, not maximizing your ROI on what you’re currently doing, hiring the wrong people. The list goes on.

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You may have a bookkeeper and think that’s enough. Here’s why it’s not.

A bookkeeper codes and reconciles transactions in the past. This is ancient history! While history can help assess mistakes and change course, it’s not where the money is. The money is in the future. Future thinking tells you how to spend your money to maximize profit. Future thinking tells you your most profitable products and services so you can double down. Future thinking gives you a crystal ball so you can make your next move with confidence.

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Imagine this:

You keep more of the money you make.

You invest in the right things in your business and stop wasting money on expenses without an ROI.

You know exactly what works in your business and what’s profitable, so you can do more of that.

Your tax accountant is pleasantly surprised with how organized your numbers are compared to last year.

Your business finances no longer take up valuable brain space and worry.

You check into your finances every month, are no longer surprised by your numbers, and have a clear plan for your growth!

What makes The Purpose & Profit Collective so different than anything you’ve tried before?

There are plenty of bookkeeping courses out there to teach you how to run a P&L and reconcile your bank account.That’s a great skill to have! However, bookkeeping is only one piece of the puzzle.

Last month’s financials are ancient history. You need a plan and a vision for the future. You need to set revenue, profit, and cash goals AND create a month-by-month plan to make it happen. There are also lots of big promises out there from the entrepreneur gurus: how he made 7 figures his first year in business, how her launch brought in 6 figures last month. But that marketing advice is completely unattainable without a financial roadmap and consistent monthly routine.

That’s why this program is designed to give you both: a realistic roadmap to achieving your wildest goals AND consistent support every month to help you get there.

Let me promise you — if you follow my guidance in this program, your entire business WILL change. That’s a powerful statement that I confidently stand behind.

Now let’s make this happen!

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Introducing

The Purpose & Profit Collective

A program to help you get clear on your money goals, measure the health of your business, make smart decisions, and achieve your goals.

I want you to make more money, keep more money, and change the world.

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What's included?

  • Two monthly CFO strategy and group coaching calls (value: $3,600)
  • On-demand CFO access by Slack and email to answer all of your questions and help you maximize your profit (value: $4,800)
  • Templates for forecasting, metric tracking, and planning your profit (value: $300)
  • Lifetime access to all course materials and templates (value: $500)

Plus these bonuses:

Bonus One:

Priority access to our team of CFOs and Bookkeepers for any additional services like cleaning up your books or reconciling your accounts (value $1,000)

Bonus Two:

Snail mail package (value $100)

Bonus Three:

A one-on-one strategy session with a CFO to start off on the right foot (value: $600)

Enroll Now