Person using a calculator and writing in a notebook at a desk with financial documents, a computer monitor, and a keyboard.

90 DAY ROOT OF PROFIT SPRINT

A Focused Sprint to Clarity that Fuels Confident Decisions To Grow Your Business with Less Overwhelm

Learn what drives (and drains) your profit, how to price and prioritize with purpose, and how to use the numbers to grow a business that’s not just busy. You want a sustainable, scalable, and rewarding business.

Overview

You started your business to make a difference but you lack confidence in your numbers. You aren’t alone. Read my blog post “The Hidden Roadblock to Small Business Success: Financial Acumen.”

The Root of Profit Intensive is a premium 90-day coaching experience designed specifically for small business owners who want to deeply understand their financials, plug profit leaks, and grow with confidence.

I pair expert financial insight with practical, human coaching, so you feel empowered in your role as founder and decision-maker. This is not CFO work. It’s strategic financial coaching rooted in clarity, systems, and growth.

This Experience is for You If:

  • You’re generating consistent revenue but aren’t sure where the money is going

  • You want to pay yourself reliably and make smarter, faster decisions

  • You’re ready to use your financials as a tool for growth and stress less

  • You need a systems-minded thought partner to help you connect the dots

What’s Included in the 90-Day Intensive

  • Profit Clarity Scan & Analysis
    A deep diagnostic to uncover hidden profit opportunities, system breakdowns, and strategic blind spots

  • 6 Private Coaching Sessions (90 minutes, bi-weekly)
    Highly customized, founder-focused, results-driven coaching

  • Personalized KPI Scorecard + Owner Pay Plan
    Align your financial data to your goals — and build a simple, sustainable rhythm to monitor it

  • Strategic Financial Systems Mapping
    Identify and resolve inefficiencies in pricing, delivery, and cash flow

  • Shared Coaching Dashboard
    A digital space where we track your numbers, session notes, action plans, and milestones

  • Between-Session Email/Text Support
    Stay supported as decisions come up between sessions

  • Boutique Tools & Templates
    Dashboards, planning guides, and pricing calculators crafted for service-based businesses

  • Absolutely. your bookkeeper is responsible for recording all your financial transactions. Your Tax Accountant will still complete your annual returns and give you tax strategies.

    I will help you understand your financial data, identify leaks, improve pricing, and align financials with your growth strategy.

    I will also help to ensure you and your bookkeeper are properly aligned.

  • A Fractional CFO focuses on managing your financial reporting, forecasting, and performance — often doing the work for you.
    I do something different. I work with you — not just on the numbers, but on how you lead, price, hire, and grow. As a CPA and Certified Systems Business Coach, I help you understand your finances, connect them to your strategy, and build the systems and skills to run a business that’s both profitable and sustainable.
    Think of me as your Chief Clarity Officer — empowering you to make bold, confident decisions with your numbers as your guide.

  • Are you small business that doesn’t feel connected to your financials - then yes this is for you.

    Do you want to learn and grow your business - than yes this is for you.

    You are likely a company with 3-50 employees/contractors and between $350,000 and $1,500,000 in revenue without a full time designated accountant - than yes this is for you.

  • Book a discovery call with me. On my contact page.

  • You receive a copy of the Successful Business Field Guide, a $249 value

    6 - 90 minute one on one virtual coaching sessions

  • I have you covered! There are a couple of different ways we can continue to work together

    BEYOND THE ROOT

    A Coaching journey for business owners who have a dream.

    BRANCH & BUILD

    Strategic planning and execution program for leadership teams designed to scale profitably, lead with clarity, and build systems that sustain growth.