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.
Concierge to Success
Accountant, Speaker, &
Master NLP Coach
"This event was so eye opening. I have a notebook full of great takeaways and I haven’t ever been so ready to go back and review after an event.
Biggest takeaway is that really breaking down my goals is the only way I will achieve the … Same with my budget."
"Tons of information for personal and professional and stepping back to look at what you don’t know about your goal setting tactics to get your personal and professional on track or to move forward to the next level.
Biggest takeaway was really looking at Pros and Cons of goal setting and putting an action plan into place."