
Who This Is For? This master class is for small business owners who:
Feel overwhelmed by finances and aren’t sure where their money is really going.
Struggle with inconsistent cash flow and unpredictable revenue.
Start the year with good intentions but lose focus and momentum as the months go on.
Want to grow but lack a clear, structured plan to guide their decisions.
Dread tax time because their books are messy or incomplete.
Spend more time reacting to problems than proactively building their business.
Are ready to shift from being “busy operators” to becoming confident CEOs of their business.
You’ll learn how to:
Build a clear and actionable financial plan that aligns with your goals.
Identify the 18 Touch Points that keep you accountable all year (monthly, quarterly, mid-year, and annual check-ins).
Break down financial data into simple steps that guide decisions instead of overwhelm you.
Turn your numbers into clarity, confidence, and control.
Shift your mindset from “just surviving” to scaling with purpose.
