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Ways to Work w/ Me

Financial Audit

We look at the numbers in your biz and personal finance, figure out where you’re at, where you want to be, and provide tips and tools to get you started in the right direction.

1 session: $499

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Quarterly Tune-Up

We examine your financial statements for the most recent quarter and forecast results for the upcoming one. Buy an individual tune-up or buy the annual bundle (4) and save.

Individual: $499        Annual Bundle: $1799

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Pricing Strategy Assessment

We dig deep into your pricing strategy to discover where you’ve been leaving money on the table, and re-tool your strategy for more profits and greater customer satisfaction.

3 sessions: $1999

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1 on 1 Coaching

This fourteen week container follows the same course structure as my Abundantly Infinite Entrepreneur group program, but in 1 on 1 format for a more personalized experience.

14 sessions: $5999

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Group Coaching

My Abundantly Infinite Entrepreneur group container is for business owners ready to put together, and follow, a plan for using their business to create financial freedom.

14 sessions: $3799

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Group Program Test Drive

Test it out before you fully commit. Either way, you walk away with a full audit of your biz & personal finance, a price strategy session, short & long term goals, and more.

Onboarding + Lessons 1 & 2: $779

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Reports PDF Pack

This download has all the major financial reports you'll want to run to keep track of the financial health of your business: P&L, Balance Sheet, Cash Flow Statement, Sales Forecasts & more.

PDFs: $79

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Business Finance Audit

 

Are you ready to take control of your finances and unlock the full potential of your business? Our Comprehensive Financial Audit is designed specifically for business owners who want to streamline their personal and business finances, maximize profits, and build a sustainable path to financial success.

In this personalized audit, we’ll dive deep into your business and personal financial landscape. We’ll analyze your income streams, expenses, and cash flow to uncover opportunities for improvement. From reducing unnecessary costs to creating smarter strategies for making and keeping more money, we provide actionable insights that will transform your financial game.

 

Take the guesswork out of your finances and build a roadmap to success. Book your Comprehensive Financial Audit today.

$499

What You’ll Get: Single Session Audit (approx. 120 mins)

  • A detailed review of your business and personal financials.
  • Tailored strategies to increase your revenue and retain more earnings.
  • Suggestions on tax optimization, investment opportunities, and long-term wealth-building techniques.
  • Expert guidance on managing business expenses and personal budgeting.
  • A clear roadmap for financial growth that aligns with your business goals.

Who It's For: Business owners who want to...

  • Gain clarity on their financial position.
  • Optimize their business operations and personal finances.
  • Find hidden opportunities to boost profits.
  • Receive expert recommendations on achieving financial freedom.
Schedule Now

Quarterly Tune-Up

 

Stay on top of your finances and keep your business running smoothly with our Quarterly Financial Tune-Up. Whether you’re looking to review the past quarter or prepare for the next, our expert team is here to help you analyze your financials, run projections, and ensure everything is in order. This is the perfect solution for business owners who want ongoing financial clarity and actionable insights to grow their business.

Single Tune-Up: Perfect for business owners needing a one-time check-in or those preparing for a specific financial goal.

4-Pack (Quarterly Support): For those who want consistent financial management and long-term growth. Receive four quarterly tune-ups throughout the year to keep your financials in check, so you can stay focused on growing your business.

 

$499 Individual/$1799 Annual

What You’ll Get: Individual or Annual (4) Pack

  • A comprehensive review of last quarter’s numbers.
  • Detailed financial projections for the upcoming quarter.
  • A thorough check of your books to ensure accuracy and uncover potential issues.
  • Insights into opportunities for growth and cost-saving
  • Personalized recommendations for optimizing your financial strategy.

Who It's For: Business owners who...

  • Want to make sense of their last quarter’s financials.
  • Need accurate projections to plan the upcoming 1/4.
  • Want ongoing support to ensure books are accurate.
  • Want to uncover hidden opportunities for growth.
Single Tune-Up
Annual 4 Pack

Pricing Strategy Assessment

 

We deep dive into your current pricing approach. If you’re leaving money on the table or struggling to reach more clients, this assessment will help you refine your pricing to boost profits, serve more people, and ensure your prices reflect the true value of your offerings.

In this hands-on, tailored assessment, we’ll work with you to analyze your existing pricing strategy, identify areas for improvement, and create a custom plan to optimize your pricing. Whether you’re aiming to increase revenue or make your services more accessible, we’ll help you strike the perfect balance.

 

How It Works:

  • Session 1: Deep dive into your current pricing, goals, and financial data.
  • Session 2: Strategy development—updates to your pricing and ways to catch missed revenue.
  • Session 3: Final adjustments and a roadmap for implementing your new pricing strategy.

$1999

What You’ll Get: (3) Session Strategy Review

  • A comprehensive review of your current pricing strategy.
  • Expert guidance on updating and optimizing your prices.
  • Identification of hidden revenue opportunities and strategies to capture them.
  • Tools to structure your pricing for profitability and client growth.
  • Personalized action steps to ensure your pricing reflects the value you provide.

Who It's For: Business owners who want to...

  • Ensure they’re not leaving money on the table.
  • Serve more clients while boosting revenue.
  • Create a pricing model that reflects the true value of their services.
  • Fine-tune their pricing to support long-term growth.
Schedule Now

One on One Coaching

 

Take your business to the next level with our personalized 14-Week 1-on-1 Coaching Program. This intensive coaching experience is designed for business owners who are ready to gain clarity, start paying themselves first, and put together and execute on a road map for creating their financially free lifestyle.

Over the course of 14 weeks, you’ll receive tailored guidance and actionable strategies that address your unique challenges and help you reach your specific goals.

Experience the benefits of personalized coaching and transform your business with expert guidance. Book your spot in the 14-Week 1-on-1 Coaching Program today and start making the progress you’ve been aiming for!

$5999

What You’ll Get: (14) Sessions + (2) hr. Audit/Onboarding

  • Weekly 1-on-1 coaching sessions (60-90 minutes each) focused on your business goals.
  • A customized action plan designed specifically for your business.
  • In-depth strategies on financial management, pricing, investing and more.
  • Accountability, support, and guidance.

Who It’s For: Business owners who...

  • Are ready to commit to growing their business and increasing profitability.
  • Need tailored, one-on-one support to work through challenges.
  • Want to create a roadmap for long-term financial success.
  • Are looking for ongoing accountability to stay on track and achieve results.
Schedule Now

Group Coaching

 

Join a community of like-minded entrepreneurs in our 14-Week Abundantly Infinite Entrepreneur group container, designed to empower you financially so you can use your business to begin creating financial freedom. In this collaborative environment, you’ll receive expert guidance, actionable strategies, and the accountability you need to hit your goals—all while connecting with fellow business owners.

Over the course of 14 weeks, we’ll assist you in getting clear on your goals, what financial freedom means for you, and how much it will take you to get there. Then we'll begin to craft an individualized road map tailored to your investor's profile and time horizon. You’ll gain valuable insights not only from our expert coach but also from the experiences and perspectives of your peers, learning from them as they learn.

  

What to Expect:

  • Part 1: Establish goals, review numbers, examine pricing strategy, emergency planning and finding your magic number.
  • Part 2: Implement leverage plan, mastering accounting and reports, the personal income statement, assets and investing.
  • Part 3: Create freedom treasure map, short and long term planning, asset allocation and protection, retirement.

$3799

What You’ll Get: (14) Sessions + (2) hr. Audit/Onboarding

  • Weekly 90-minute group coaching sessions with a small group of motivated business owners.
  • Tailored business strategies focused on financial growth, scaling, and profitability.
  • Practical tools and templates to implement ASAP.
  • A supportive community for networking, sharing challenges, and celebrating wins.
  • Accountability from both the coach and your peers to keep you on track.

Who It’s For: Business owners who...

  • Want to learn from both expert guidance and peer experiences.
  • Are ready to become financially empowered and work consistently towards creating freedom.
  • Need structured support and accountability to achieve their goals.
  • Thrive in a collaborative environment and are eager to connect with other driven business owners.
Schedule Now

Group Coaching Test Drive

 

Curious about group coaching but not ready to fully commit? Our Group Coaching Test Drive lets you experience the power of our 14-week program risk-free for the first two weeks. This is your chance to "test it out" and see how coaching can transform your business.

You’ll get access to all the value of our onboarding process, including a full business and personal financial audit, plus two weeks of guided coaching where we gain clarity and set your goals—at no long-term commitment!

 

Test Drive Includes:

  • Onboarding Call & Audit: A deep dive into your current business and personal finances, identifying opportunities for improvement and growth.
  • Week 1: Gain clarity on your business, challenges, and goals in a focused group setting.
  • Week 2: Set strategic short- and long-term goals, with actionable steps to start implementing immediately.

 

Why Try the Test Drive?

  • No Commitment: Experience two full weeks of our coaching program risk-free.
  • Immediate Value: Walk away with a full financial audit, pricing strategy, and actionable goals—whether you stay or not.
  • Low Risk, High Reward: See if the group coaching program is a fit for you before committing to the full 14 weeks.

$779

What You’ll Get: (3) Sessions

  • A comprehensive audit of your business and personal finances.
  • A pricing strategy session to help you optimize your current approach and maximize profit.
  • Week 1 & 2 of group coaching sessions focused on clarity, short- and long-term goal setting.
  • Practical insights and actionable steps to improve your business right away.
  • The opportunity to experience the group dynamic and see if our coaching program is the right fit for you.

Who It’s For: Business owners who...

  • Want to test the waters before fully committing to a long-term coaching program.
  • Are seeking clarity and strategic direction for their business.
  • Need personalized insights on improving their financial and pricing strategies.
  • Thrive in collaborative group settings and want to experience how coaching can work for them.
Schedule Now

Biz Financial Reports Pack

 

Take control of your business finances with our Financial Reports & Projections templates bundle. Whether you’re a seasoned entrepreneur or just starting out, these essential templates will help you track, analyze, and plan your business’s financial performance with ease. This comprehensive toolkit includes everything you need to stay organized, make informed decisions, and project future growth.

With ready-to-use templates for Profit & Loss (P&L), balance sheets, cash flow statements, and more, you can instantly create professional, accurate financial reports. Plus, our sales and expense projection templates ensure you can forecast your future performance and set realistic goals for your business.

Why It’s Essential:

  • Clarity & Organization: Stay on top of your financials with clear, easy-to-use templates.
  • Informed Decisions: Use data-driven insights to guide your business strategy and make smarter choices.
  • Future-Proofing: Plan ahead with projections that help you manage growth and avoid financial surprises.

Download the Financial Reports & Projections Templates today and start managing your business finances like a pro!

$79

What You’ll Get:

  • Profit & Loss (P&L) Template: Track your revenue, expenses, and profitability to stay on top of your financial health.
  • Balance Sheet Template: Understand your company’s financial position with a clear snapshot of your assets, liabilities, and equity.
  • Cash Flow Statement Template: Monitor your cash flow to ensure your business is liquid and can meet its financial obligations.
  • Sales & Expense Projection Template: Forecast future sales and set achievable revenue targets; manage your operating expenses for better financial control.
  • Additional Tools & Resources: Includes extra templates and guides for organizing your finances, making informed decisions, and optimizing your business operations.

Who It’s For: Business owners who...

  • Want to stay organized and gain financial clarity.
  • Need professional-grade templates to manage and analyze their financials.
  • Are looking to forecast sales, control expenses, and make smarter financial decisions.
  • Want an easy-to-use solution for creating detailed, accurate financial reports.
Buy Now