Blurred Office Interior

𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗙𝗢𝗨𝗡𝗗𝗔𝗧𝗜𝗢𝗡𝗦

Are you tired of feeling like you aren't in control of your business finances ?

Do you know you need a solid financial foundation, but just don't have 1,000 hours to learn all the accounting jargon because you're busy running your business?!

 

Are you just wishing that someone could teach you this using SIMPLE actionable steps and REAL words? 

If you find yourself nodding your head to these, then this course is just what you've been looking for!

PNG.png
White Background
You started a business dreaming of financial freedom & impacting lives...

But instead, you feel like you're constantly focused on bringing money in, but unsure of what your bank balance will be the next month. 

 

In my 25+ years of working with small businesses, I have witnessed so many small business owners who are frustrated & overwhelmed when it comes to the numbers side of their business.

You're stressed about not understanding it and maybe one of these too...

  • You've tried to learn, but it feels like it's all in a foreign language.

  • You feel like an imposter because you *should* know more about your business finances.

  • You don't know where to start with your business finances so you mostly just avoid it.

  • You worry that your business isn't set up as it should be.

  • Your accounting system is mainly designed to get information to your tax advisor every spring rather than to give you information to help you run more successfully. 

  • You're working non-stop, but the only way you can gauge the success of your business is by your bank account balance.

  • You don't have a system in place to produce accurate complete financial statements monthly, or if you do, you don't understand what you are supposed to be doing with them. 

 

Whether you've been in business for years or you are just getting started, there is no way you could know how to make sense of those numbers unless someone taught you. 

 

Well, I have some great news for you!  This doesn't have to be complicated!
 

I KNOW that every business owner NEEDS & DESERVES the CONFIDENCE & COMPETENCE that comes from establishing a solid financial foundation. 

I created this course for business owners just like YOU using SIMPLE actionable steps & REAL words!

By the end of this course...

You'll feel motivated to WANT to learn (vs SHOULD)

Regardless of how the words "accounting" or "math" used to make you feel, we are going to tackle that head-on.  You are a business owner, my friend, and there is NO REASON for business finances to overwhelm you or limit your success.  You'll learn that you CAN do this & will walk into financial meetings with that CONFIDENCE that comes from knowing your numbers.

You'll understand the foundational steps to take (or correct!) and the tools you'll need to build a solid financial foundation.

You'll determine which entity structure is right for this phase of your business as well as make decisions about accounting software.  By the end of this course, you'll also understand the different roles of the financial staff you may use - from bookkeepers to accountants to CPAs to tax advisors.  You'll also know what the accounting terms you hear mean in real words!

You'll know how to implement this system & when you'll need to do the different steps.

You'll understand accounting basics  & make decisions about what accounting method is right for your business.  You'll learn about when you need to take care of the different steps as well as the time saver of batching.  Not everything has to be done immediately, but you'll know what you need to do quickly so you can use that data to run your business better.

You'll understand your business's financial statements & start to use them to run your business more profitably & effectively!

This was the whole point of why we spent the time to set your accounting system up well!  It's all so we can produce financial statements that provide golden insight to get you from where you are to where you dream of going with your business.  You'll understand cash vs profit, budgeting, forecasting, and even which Key Performance Indicators to watch!

5 Modules in SIMPLE chunks

Module 1:

START WITH THE END IN MIND

We must get our mindset right or we won't actually implement the action steps well!

>>   Why a strong financial foundation matters
>>   Sucking at math & other lies we tell ourselves
>>   Visioning Success

Module 2:

DESIGNING A SUCCESSFUL BUSINESS

Whether you're just starting out & designing your business from scratch or you've been in business for awhile, it's important to understand these basics and set them up correctly for the current phase.

>>   Entity structure - legal vs tax
>>   Bank Accounts
>>   Registering with the state

Module 3:

WHAT & WHO YOU NEED TO SUCCEED

You don't build a home foundation without materials and a crew.  The same is true for your business.  These are the tools we will need and some of the crew we might consider.  Naturally, we also need to understand the lingo.  

>>   Accounting software options & recommendations
>>   Deciding: DIY, bookkeeper, CPA, tax advisor
>>   Knowing the words that actually matter

Module 4:

HOW & WHEN WE DO ALL THIS

Now that we have what we need, it's time to start laying that foundation.  This is where we discuss the tactical steps of implementing the system you chose, selecting an accounting method, batching and deciding when you do what.

>>   Accounting basics
>>   Chart of Accounts
>>   Selecting an accounting method

>>   Batching

>>   Daily, weekly, monthly, quarterly, annually

Module 5:

SUCCESS STARTS WITH KNOWLEDGE

Now we can actually start USING our foundation to start building your dream business well! With accurate timely financial statements, we can gain insight to achieve our goals.  This is my favorite part!  I love to help clients see how to utilize this information.  You'll love it once you learn it.  Pinky promise!

>>   Financial Statements - what's in them & how we use them
>>   Cash vs Profit
>>   Forecast & Budget

>>   Key Performance Indicators - which to watch

WANT TO GET ACCESS TO THE COURSE?
IMG_9676.JPG.jpg

20+ Years

Experience

Hi! I'm Christie, Nice to Meet You!

I'm a 25 year CPA & business coach.  I love helping entrepreneurs and small business owners grow confident in understanding their business finances. 

 

Financial statements tell the story of a business.  You just have to know how to read the story.  Once I understood that, I became passionate about teaching business owners how to produce & understand their numbers so they could read that story well. 

Business finances don't have to be complicated.  I use simple actionable steps and everyday words when I work alongside my clients.  

I created this course because I knew that every business, no matter how big or small, needs and deserves a solid financial foundation.  

Your success is my goal!

What You'll Get

Small Business Financial FOUNDATIONS is a  simple way to get a strong financial foundation in place so you can get back to running your business and know this is taken care of. 

 

What I can't wait for is your a-ha's when you start to see that finances don't have to be complicated & you can get insight from them!  You'll be in group coaching with others who are facing similar challenges so you'll have many opportunities to learn from each other.

This course is not being offered right now, but

you can sign up for the WAIT LIST 

to be notified when it is next offered!

  • 5 modules of lessons taught by Christie in 20 short, easy to understand videos released weekly for you to watch at your convenience 

  • PDFs of additional lesson content and assignments for implementation

  • LIVE Group Coaching to answer lesson questions & hold you accountable for the results you want

  • Access to a private Facebook Group for the course participants (where the course materials will be)

  • Community Accountability & Support with others in the course who are business owners like you

  • Invitation to continue with private 1:1 coaching support for laser focus 

Got questions? Text us at 214.620.0650 or DM Christie on LinkedIn, Facebook, or Instagram.  

We can't wait to watch you build your CONFIDENCE & COMPETENCE and see your business soar!  

READY TO GET STARTED?