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 Designed to Grow your Business

Your business is growing — but clarity isn’t keeping up. The numbers don’t feel connected to the work you’re doing or the results you want.

You’ve got a bookkeeper. You’ve got reports. But what you don’t have is insight. You’re asking yourself:

  • “Where is the money actually going?”

  • “How can I pay myself more — consistently?”

  • “What levers should I pull to double or even 10x my results?”

When your business is scaling but your financial clarity isn’t, growth becomes stressful, even risky. Profit leaks can go unnoticed. You are hesitant to hire, to invest, or to change pricing because you’re not sure what is driving your results. All this uncertainty begins to erode your confidence.

You didn’t start your business to become an accountant but you do want to lead like a CEO who knows what’s going on under the hood. This is exactly why I created The Root of Profit Sprint!

Over 90 days, we’ll turn your financial fog into focused clarity. You will get a new sense of clarity to see what’s really happening in your business and some strategies on what to do next. I blend my CPA expertise with systems-based coaching to help you understand, use, and trust your financials so you can make confident, strategic decisions every day.

This is not about bookkeeping or accounting. This is about using financial insight as your growth engine.

Just Imagine!

You’re making confident decisions about growth, pricing, and investment.
You finally have a system for financial clarity — one that works with you, not against you.

At the end of 90 days, you’ll walk away with:

  • A profit plan that supports your growth goals

  • A simple, actionable KPI scorecard

  • Confidence to make data-backed decisions

  • A rhythm for monitoring financial health with ease

You’ve built the foundation. Now it’s time to turn growth into profit — and profit into freedom.

Book Your Discovery Call and let’s see if The Root of Profit Sprint is right for your business.

Book Discovery Call

What is included:

🔍 Profit Clarity Scan & Analysis - A deep financial diagnostic to uncover hidden profit opportunities, leaks, and inefficiencies.

💬 6 Private Coaching Sessions (90 minutes, bi-weekly) - Founder-focused, results-driven sessions tailored to your business model.

📔The Successful Business Field Guide - A comprehensive manual stuffed full of resource to master the art of building, running, and selling a business.

📊 Personalized KPI Scorecard + Owner Pay Plan - Your financials translated into actionable insights that align with your targets.

⚙️ Strategic Financial Systems Mapping - We will start to identify where your systems are supporting or stalling profit.

💻 Shared Coaching Dashboard - One simple digital space to track numbers, notes, and progress milestones.

📞 Between-Session Support - Stay supported with text and email access between sessions.

🧭 Boutique Tools & Templates - Exclusive dashboards, pricing calculators, and other tools designed for small businesses.

🛡️ Guarantee - If you are not seeing the value at any time I will refund the prorated balance of the program fee.

Get Started with your Free Profit Clarity Scan & Analysis

Read my blog post “The Hidden Roadblock to Small Business Success: Financial Acumen.”

  • 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.

  • 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.

  • If your business is generating between $300,000 and $1,500,000 in annual revenue and you’re ready to double or even 10x that growth, the Root of Profit Sprint is a strategic investment — not an expense.

    Clients can recover their investment within months by identifying hidden profit leaks, improving pricing strategy, and making confident, data-driven decisions.

    The 90-Day Intensive is a premium private coaching experience, with investment beginning at $3,000 CAD.

    During your Discovery Call, we’ll discuss your goals, business model, and determine the best approach for maximizing your ROI — so you know exactly what to expect and how quickly you’ll see impact.