Here’s What You Get:

• Get coached on money mindset

• Get your financial strategy questions answered

• Or just ask a clarifying question about the curriculum

THE FINANCIAL COMMUNITY

We use Circle, an online platform, to host our financial community. You can ask a question Mon-Fri and get a response from the Money School coaching team within 24 business hours.We use Circle, an online platform, to host our financial community. You can ask a question Mon-Fri and get a response from the Money School coaching team within 24 business hours.

• Get coached through paying for taxes or paying off debt

• Ask a clarifying question about the curriculum

• Share a win with the community

• Introduce yourself and meet other School Members

• Get all the links for the program in 1 place

CFO REPORTING

The BEST feature in Small Business Money School is access to our CFO Reporting. Once a quarter you’ll submit your businesses Profit & Loss and we will go through it with a fine tooth comb.

• What money to leave in your checking, and what to move to savings

• How to get on track for tax savings

• What your owners pay should be, and what you can afford

• Go over 6 months of income and expenses with you

• Create a cash flow plan based on your unique business

MAKE MORE MONEY REVIEWS

Feeling stuck in your business sales wise? We recognize that no amount of financial management can help if you’re just not making sales. With our Make More Money Reviews we’ll help you identify what you need to do in your business to make more sales in the next 7-14 days.

• A private personalized loom video

• Delivered to your inbox for maximum privacy

• Actionable next steps to earn more money in the next 7-14 days

SAFETY SPREADSHEET SUITE

There is no other business spreadsheet suite like ours that is specifically designed to help you build your Safety Fund, and pay off business debt fast.

• Do your monthly bookkeeping fast with our spreadsheets

• Review your full year in 1 dashboard

• Project forward your next quarter so you stay safe financially

CLEAN UP YOUR BOOKS MONTHLY CALL

Every 1st Friday of the month we host a community co-working call where you will come and get shit done. These calls are fantastic for the person who needs accountability in getting shit done.

• Do your bookkeeping for the month

• Go through the modules

• Set up your spreadsheets

• Make your spending plans

MULTIPLE LIVE CHALLENGES

I love hosting live challenges throughout the year depending on what’s going on. We’ve done tax challenges in January, Summer Savings Challenges in June, and Debt challenges in December.

Our next live challenge is in Q4 2025!

HOT MONEY MESS CLEAN UP DAY

Feel like a hot mess with your finances? Have everything co-mingled with personal? Never set up business accounts before? The Hot Money Mess Clean Up Day is the perfect day for you to get everything sorted out with a clean slate.

Recordings of our last live day available year round