The way to know what to do with every single dollar is to understand how each dollar is being used, where each dollar is coming from, and how each dollar contributes (or constricts) the growth of your business.

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When you understand that, you can answer questions like:

I have some extra money every month, where should I invest it?
If I were to put an extra $5,000 on a credit card because it would grow my business, where would I put that $5,000?
Can I afford to hire that new team member (and pay them)?

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When you understand exactly what each dollar is doing…

You can decide what actions to take to grow your business from a place of confidence and purpose, not panic…

You can feel masterful at managing your money instead of inept (or just plain scared)...

You can see exactly what’s working, so you can ditch what’s not to create a snowball effect of massive profit and market power…

And you can make your money make MORE money.

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That’s what CFOs DO -- they look at your financial data, find the patterns, connect the dots, and use it to drive growth.

I’ll teach you to do that too.

Be Your Own CFO

What Is It?

A five-month small group coaching program + mastermind, designed to teach you to think about your business like a CFO would -- to teach you to Be Your Own CFO.

Who Is This For?

I designed Be Your Own CFO for business owners who want to:

Feel wildly capable about your money so you can know exactly what action to take next… without spending tons of time stuck in Quickbooks OR feeling bad about mistakes you’ve made before.
Confidently make data-based decisions about how to grow your business.
Understand how your financial data informs your growth.
Connect the Dots -- understand how your operations, your finance, your team & your technology all connect to create the foundations of your business.
Build an efficient, resilient business that is actually fun to run.

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**Note: this offer is part of a pilot/beta program and because of that, I’m looking for business owners who want to help me develop the details of this program, help me shape the program YOU want to see and provide feedback throughout the process**

Here’s What You Will Discover, Clarify & Achieve Through Be Your Own CFO:

Strategy Sessions - We’ll tackle eight key areas of focus that each contributes to your overall understanding of your finances and operations. These sessions are hosted on Zoom and recorded for you to replay later. I’ll teach some of these sessions and for others, we’ll have guest teachers.

Here’s a look at what we’ll cover in each of the sessions:

1 - Audit & Action Plan

You have to know where you stand NOW to understand where you need to shore up and where the opportunities for real growth are. I’ll take you step-by-step through doing your own business audit.

We’ll look at your finance & cash flow health, your software & tech stack, your operations & team, and identify what’s holding you back and where you have some quick-win opportunities for improvements.

This is the same exact process I take every single one of my one-to-one clients through.

2 - Your Relationship To Money

How you approach your finances, both personally and professionally, is heavily impacted by your feelings about money and the stories you tell yourself about it.

Were your parents savers who pinched every penny, so you now rebel by spending every penny you bring in? Did your parents never have any money, so now you save like a chipmunk in winter?

Often, those money stories and beliefs are SO ingrained that you can't even see what's happening. It's like being in a glass box -- you can't see it, but it's keeping you in one place.

Money mindset issues are one of the most common ways I see business owners getting in their own way -- so we’re going to tackle them head-on.

3 - Understanding Your Financial Data

As a culture, we’re really uncomfortable talking openly about money. It’s not taught in school and when you became a business owner, it’s not like anyone sat you down and showed you how to read and understand financial statements. You might have picked it up along the way, sure, but even then it was probably just the basics.

In this session, we’ll talk about your financial reports -- what to actually look at on the regular (and how to create them yourself or request them from your bookkeeper or accountant).

You’ll understand not just how to read and interpret them, but how to read them like a CFO. When I look at financial statements, I see a TON of actionable data. I’ll teach you how to read your financial data like I do.

And we’ll talk about how to work with your financial team effectively -- so you can get the most out of your relationship with your bookkeeper and tax pro.

4 - Cash Flow, Budgeting & Taxes

Insufficient cash flow and failure to pay taxes are some of the most common reasons that businesses fail. We’ll cover how to forecast your cash flow, tools like Profit First you can use to help you out, and how to figure out how much to save for taxes.

5 - Interpret Your Data & Connect The Dots

The hallmark of a CFO is someone who can interpret all the data available in your business -- and then connect the dots. We’ll dig into the different sources of data in your business and how to see those connections.

Like how your time tracking or project data can show you who your best clients are. Or how the profitability of each individual product can show you where to invest your resources for a bigger payoff.

We’ll choose (and get systems set up to calculate) key metrics for YOUR business -- not the vanity ones, the ones that will drive profitability & growth.

So you can make decisions from a place of confidence and strategy, not panic.

6 - Your Team

Your team is often the highest single cost in your operation -- and it is one of the hardest to cut. So, you want to make sure that you don’t hire too early, or hire the wrong position, or the wrong person -- because it can really cost you.

In this session, we’ll cover: when to hire (and when to hold off), what kinds of positions get you the most bang for the buck, when to do it yourself, and when to bring in an expert (and what kind of expert to bring in).

7 - Technology & Systems

I like to say that technology is the last 10% of the puzzle. Technology is supposed to make your life easier -- often that’s not how it works out. We’ll cover cleaning up your tech stack, identify opportunities to simplify & automate to make sure your back end is efficient and effective.

8 - To Be Determined By YOU

I want to build this experience with YOUR feedback and input, so I’ve left one strategy session open for us to build in as we go.

Here's What You Get:

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Strategy Session Recordings: I’ll record each strategy session and you’ll get access to the recordings and resources we use to review later.

Group Coaching + Hot Seats: Three times per month, we’ll come together on zoom and talk through what you’re working on and where you’re getting stuck. We’ll take the fourth week of the month off, so you can catch up on other work or if you need some time to catch up on the work we’re doing in the group.

Business Battle Buddies: You’ll get access to a private communication channel for members of the group only. It’ll be a safe space for you to connect and get support in-between weekly calls. As a group, we’ll decide where this should live: slack group, voxer chat, etc.

1:1 Deep Dive with Susan: One deep dive 90-minute session with Susan at any point throughout the program for personalized strategy, accountability & leadership coaching. You choose when you need it most.

Be Your Own CFO

Acceleration Program

If you knew what to do with every dollar in your business...

then you would know exactly what action to take to grow your business.

The way to know what to do with every single dollar is to understand how each dollar is being used, where each dollar is coming from, and how each dollar contributes (or constricts) the growth of your business.

When you understand that, you can answer questions like:

When you understand exactly what each dollar is doing…

And you can make your money make MORE money.

I’ll teach you to do that too.

Be Your Own CFO

What Is It?

Who Is This For?

Here’s What You Will Discover, Clarify & Achieve Through Be Your Own CFO:

1 - Audit & Action Plan

2 - Your Relationship To Money

3 - Understanding Your Financial Data

4 - Cash Flow, Budgeting & Taxes

5 - Interpret Your Data & Connect The Dots

6 - Your Team

7 - Technology & Systems

8 - To Be Determined By YOU

Here's What You Get:

Want to hear about the next round of Be Your Own CFO?

ScaleSpark

What We Do

Be Your Own CFO

Acceleration Program

If you knew what to do with every dollar in your business...then you would know exactly what action to take to grow your business.

The way to know what to do with every single dollar is to understand how each dollar is being used, where each dollar is coming from, and how each dollar contributes (or constricts) the growth of your business.

When you understand that, you can answer questions like:

When you understand exactly what each dollar is doing…

And you can make your money make MORE money.

I’ll teach you to do that too.

Be Your Own CFO

What Is It?

Who Is This For?

Here’s What You Will Discover, Clarify & Achieve Through Be Your Own CFO:

1 - Audit & Action Plan

2 - Your Relationship To Money

3 - Understanding Your Financial Data

4 - Cash Flow, Budgeting & Taxes

5 - Interpret Your Data & Connect The Dots

6 - Your Team

7 - Technology & Systems

8 - To Be Determined By YOU

Here's What You Get:

Want to hear about the next round of Be Your Own CFO?

ScaleSpark

What We Do

If you knew what to do with every dollar in your business...

then you would know exactly what action to take to grow your business.