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Money management for solopreneurs who just aren’t into the details.
I work alongside other money pros like your bookkeeper, CPA and financial advisor to provide organization, action plans and accountability specific to your business finances.
You’re hitting your sales goals but still feel confused, anxious or broke. You have no idea how much you should be keeping in cash, paying yourself, or using to pay down debts. You have lots of ideas but struggle to figure out what to do first. You hear conflicting opinions on the best way to run your business, and you wish you knew what advice to ignore. Get solutions to problems like these:
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs
’m a Virtual Money Manager (aka the CFO you didn’t know you needed, and probably didn’t know existed). Psst... If you’re hitting your sales goals, you’re not too small for a CFO! Are you a big picture thinker, a visionary or a social butterfly? Do details give you a headache? No shame! My role is to help you focus on the important stuff, while I make sure your finances are on track behind-the-scenes.
What is CLEAR? C L E A Commission income, sales, deposits, revenue. No matter what you call it, your personalized system will track, project, and manage it with ease. Lifestyle. It's your business - let's set it up to support the lifestyle you want. Allocation. Eliminate confusion about how much you have available to spend, save, and celebrate. R Return. Get the most from your money by investing intentionally in what gets results for your business. Expenses. No more feeling like money is always going out faster than it's coming in. The CLEAR system is a roadmap. It guides the process of discovering where your business has been, where it is now, and where you want it to go, in each of five core money management areas.
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs
I know you’re busy. That’s why I’ve refined my money management process so you get the guidance you need, fast. Here’s how the process goes:
onboarding services, monthly services
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs
So you're nervous about the process. Are you going to feel overwhelmed, intimidated, or plain old bored? Nah.
What types of businesses are a good fit? Commission-based businesses Real estate agents Sales reps Mortgage and insurance brokers my O.G. clients! click here for more on specialized programs

Whether you're skeptical, curious or ready to get started yesterday, the first step is scheduling your consultation meeting.

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