Achieve Lasting Results
Join a Small Advisory Group and Know Exactly What to Do to Grow Revenue, Profit and Cash Flow.
Common Struggles for Business Owners
Challenge #1: Cash Flow Confusion: Many business owners struggle to keep track of their finances, leading to unpredictable cash flow and sleepless nights worrying about paying bills or meeting payroll.
Challenge #2: Overwhelmed by Bookkeeping: Juggling bookkeeping tasks often feels like a never-ending chore, especially when you’re not sure if everything is accurate or compliant. This can lead to costly mistakes and wasted time.
Challenge #3: Isolation and Lack of Support: Navigating the complexities of business ownership can feel lonely without a network of like-minded peers to share ideas, challenges, and victories. The absence of support can leave you stuck and uncertain about your next steps.
Because of these three challenges, many business owners fall into a trap of owning a low-paying and highly stressful job instead of owning a business that makes real money. Our mentorship program is designed to address these challenges head-on, providing the clarity, guidance, and community you need to succeed.
WHY AN ADVISORY GROUP
Here's How It's Different
Mentor - Led
Access to an experienced advisor who will help you navigate your business challenges, provide tailored guidance, and empower you to achieve consistent growth and success.
Growth Plan
You need a clear plan to transform your business into a cash-flow machine, giving you the financial freedom and profitability you’ve been striving for.
Community
Surround yourself with a small group of like-minded business owners who genuinely care about your success. Be in business for yourself, not by yourself.
You get all three of these things in our Done-With-You Advisory Group just for small – medium business owners only.
Entrepreneurship Doesn't Have To Be Lonely
Running a business can feel isolating, but it doesn’t have to be that way. We provide a safe and encouraging space for you to share the highs, lows, and everything in between. Here, you’ll find the support you need to navigate the challenges of scaling a business, along with an insider’s perspective on systemizing, growing, and thriving as an entrepreneur.
Here’s what you’ll get…
Advisory Peer Group
You’ll belong to a small group of other business owners that will meet via Zoom for an hour a week for a ‘mastermind-style’ meeting. These meetings are structured to help you:
- Stay accountable to your goals
- Share and overcome challenges
- Commiserate on the losses, and…
- Celebrate the wins!!!
Growth Plan
A one-size-fits-all approach won’t cut it—you need a tailored plan designed specifically for your business.
When you join, an advisor will work with you to build a strategic plan that, when followed, will increase your revenue, profit, and cash flow.
Our Growth Planning Process
Step 1: Set Clear Targets
We’ll help you set targets (goals) that directly drive revenue, profit, and cash flow—giving you a clear goal to aim for this year.
Step 2: Track Progress with a Monthly Scoreboard
You’ll receive a simple yet powerful tracking tool (built in Excel) so that you know exactly what is preventing you from hitting your targets. Each key metric is color-coded (red, yellow, green) so you can instantly see what’s on track and what needs attention.
Step 3: Implement a Monthly Action Plan
We’ll guide you in building a monthly Action Plan. If you accomplish it, your Scoreboard will improve, shifting from red/yellow to green—meaning you’re on track to hit your targets.
By following this process, you’ll strengthen your business, increase profitability, and improve cash flow.
Ready to take control of your financial future? Let’s get started.
Cash Flow
Does managing your business’s cash flow feel like riding a roller coaster—thrilling one moment, terrifying the next? One month, you’re on a high, and the next, you’re wondering how to cover expenses. Sound familiar?
Master your cash flow with access to a powerful cash flow software that simplifies management. Predict, control, and grow your cash flow with confidence—plus, get expert support in our dedicated cash flow forum.
Say goodbye to uncertainty and hello to financial stability. Let’s get your cash flow working for you.
Bookkeeping Support
Get access to a specialized bookkeeping forum where you can ask questions, troubleshoot issues, and share best practices with experts and fellow business owners.
Weekly Bookkeeping Office Hours – Join live Zoom calls with a bookkeeping expert to receive hands-on support and guidance to ensure your books stay accurate and up to date.
Community
“If you want to go fast, go alone. If you want to go far, go together.” – African Proverb
Entrepreneurship can be lonely, but you don’t have to do it alone. This program is designed to surround you with like-minded business owners who can offer support, share ideas, and build lasting relationships.
We provide this in three key ways:
- Business Owners-Only Forum
Gain access to our exclusive member forum where you can connect with other business owners and industry experts on critical topics like marketing, sales, accounting, HR, and operations. Get real-time advice, share experiences, and grow your network. - Advisory Peer Groups
Each quarter, you’ll have the opportunity to join a small group of fellow business owners. These regular virtual meetups provide a trusted space to discuss challenges, share strategies, and gain valuable insights to help you grow. - Live Business Masterclasses
Each month, we host a live Masterclass on essential topics designed to help you grow and scale your business. Not only will you gain valuable insights, but you’ll also have the chance to engage with other business owners in a dynamic learning environment.
Success in business isn’t just about what you know—it’s about who you surround yourself with. Join us and build the connections that will help you go further, together.
Monthly Workshops and Intensives
- We conduct live Masterclasses on a regular basis.
- In each Masterclass, we will do a deep dive into a specific topic to help you get better at building and scaling your business.
- Each Masterclass is recoded, and the entire library is available on-demand.
Why You Should Join
If you are currently experiencing any of the following, you need to join!
Frequently Asked Question
Small -medium sized business owners who want to gain control of their finances, grow their businesses, and connect with a supportive community.
No! This program is designed for all levels, providing step-by-step guidance and support.
Exclusive access to a user-friendly cash flow software that simplifies financial management and forecasting.
Office hours are live sessions where you can ask questions, receive guidance, and interact with mentors and peers.
Results vary, but many participants notice significant improvements in their cash flow and financial clarity within a few weeks.
While we can’t guarantee specific outcomes, our proven methods have helped countless businesses achieve measurable success.
Yes, you can cancel your membership at any time without penalty.
Sweet Words From Clients
Hear What Our Clients Are Saying About Working With Our Team.
Highly recommend
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