LEARN BUSINESS
FINANCE BASICS
FAST
and feel INSTANTLY
more confident!
Imagine in as little as 3 days saying...
"I LOVE feeling more confident in handling the financial side of my business!" -Samantha Financial Fitness Member
Important question for small business owners and self-employed individuals who STILL feel lost and frustrated when anything related to finances, accounting, and taxes comes up:
If there was a clear and understandable resource to distill all that complicated information into only the key concepts you REALLY need to know…
Would you finally feel confident taking a step towards understanding your business’s finances?
Here’s why anything short of a HECK YES is costing you big time.
Every day, hundreds of thousands of entrepreneurs are facing the harsh realities of running a small business during the coronavirus pandemic.
Question is... How will YOUR business fare?
Whether you just bought your first domain name or you’ve been working in the trenches for years- the state of your financial freedom rests heavily on your answer to this question.
So if you know that you’re missing out on important accounting and tax related information because you can’t quite wrap your head around what it all means…
Or if your knowledge of finances feels like swiss cheese and you get a panicky feeling in your chest everytime someone mentions your "financials"…
Then keep reading.
Because what I'm about to share with you could EASILY be your most pivotal moment.
The one you look back on a few weeks from now when you feel confident around your finances and aren’t afraid to look at your Profit and Loss statement. (<< those can actually be pretty exciting!)
BUT FIRST...
We've got some myth busting to do!
MYTH #1: Math just isn’t my thing.
Sound familiar?
I hear stuff like that SO often, and most of the time they’re coming out of the mouths of talented, smart, and capable women.
But you guys...
NONE of these statements are true.
They are EXCUSES that validate your own inner insecurities.
They are EXCUSES that keep you stuck.
They are EXCUSES that validate why you don't make a change.
They are EXCUSES that just flat out aren't even true!
Understanding your business finances isn't as hard as you've made it out to be in your head -- that’s just a narrative you decided was the truth at some point in your life.
Because the truth is, you CAN learn what you need to know. You just need a bit of a perspective shift.
MYTH #2: It’s too late for me to learn about money.
Actually, I’d argue that now is the perfect time! Just listen to what a recent student of mine had to say:
“Even for a tenured business owner, this review course offered clarity and some new insights on how to approach my business. Post COVID, I feel like I’m starting fresh, and Jamie is a brilliant financial storyteller!”
Prior to COVID, Dora felt pretty confident about her business’s finances… but now? Not so much.
She’s having to shift her definitions and relearn everything she thought she knew about finances -- and you have the opportunity to do the same!
MYTH #3: Accountant’s are boring middle aged men who call you “little lady” and make zero sense whatsoever.
Ok, I’m with you on this one…
Despite being a CPA myself, when I hear “accountant” my mind still conjures up an image of a balding man with the thickest glasses you’ve ever seen, fervently typing away on a calculator and talking about net operating loss carryforwards.
Not someone I’d want to get coffee with and talk about finances, that’s for sure.
But here’s the thing. As business owners, it’s CRITICAL that we understand our finances -- and NOT just in April for tax time.
For our businesses to truly be able to thrive, we need to be regularly reviewing them and decoding the messages they tell us about our businesses.
And that’s where I come in.
I’m not your average accountant. I explain things in REAL words, not complicated accounting jargon. I’m dead set on making sure you have that “aha” moment where it all just clicks and suddenly makes sense.
So if you’re ready to make positive changes in your business finances and commit to no longer doing this…
then I could not be more excited to introduce you to:
FINANCIAL FITNESS BASICS
Module 1
Fundamentals
This module is all about setting the foundation of business. We'll talk about how to properly set up your business for success.
Module Highlights:
In this module, you'll learn:
- The difference between business entity types and how to choose the best one for you;
- The steps to take to make sure you are operating your business as a business; and
- How and why to track your data, and what primary data you need to track.
Module 2
Decoding Financial Statements
In this module, we'll be breaking down how to read and understand the key Financial Statements in your business. This includes the Profit and Loss (P&L), Balance Sheet, and Cash Flow Statement.
Module Highlights:
In this module, you'll determine:
- What type of activity shows up on a Profit and Loss, and why it matters;
- What shows up on a Balance Sheet, and whether you should have one;
- How the Financial Statements interact with one another, and why profit and cash are often different; and
- Why cash flow matters and how to forecast it.
Module 3
Demystifying Taxes
What the heck are all these taxes, anyway? We'll talk about the different types of taxes you encounter as a business owner, how to calculate them, and how to pay them.
Module Highlights:
In this module, you'll learn:
- What the different types of taxes are that may impact your business;
- How these taxes are generally calculated and paid; and
- Some good strategies for reducing taxes, as well as some not-so-great strategies.
Here's what members are saying
Don't take our word, see what real members have to say after completing Financial Fitness Basics!
Here’s what you’re getting when you enroll today:
Financial Fitness Basics Course PLUS:
- Bonus 1 - All about S Corps - limited time BONUS MODULE
- Bonus 2 - Guides and Workbooks to accompany the course and make it actionable
- Bonus 3 - Lifetime access to the course, along with exclusive offers on future courses as a Financial Fitness Basics alumni.
- Bonus 4 - Quickbooks Online Basics workshop with Courtney Boudet! Learn how to get setup and troubleshoot with QBO! Workshop is pre-recorded and available on demand in the course!
Those bonuses alone are worth WELL over $500, but I’m giving you the opportunity to enroll today for just...
Pay Monthly
3 Monthly Payments of
$97
OR
Pay Upfront
One Time Payment of
$279
Frequently Asked Questions
Questions You May Be Asking Before Enrolling in Financial Fitness Basics
Financial Fitness Basics was created with small businesses and self-employed individuals in mind. It teaches the basic concepts of business finances that are relevant for any type of business to understand. It is a great place for beginners to start, or those who have been in business for a little while but realize they need more education on the topic of business finances/accounting/taxes in order to be effective in their role as business owner.
Not a chance. Financial Fitness Basics is a jargon-free zone. We even include a free jargon-decoder that you can easily reference for conversations with your tax preparer or to impress at your husband's company Christmas party ("Business is going great! We've made some capital investments that had a great ROI which really improved our EBITDA this year!")
But seriously, we've put a ton of thought into making this as pain-free and non-intimidating as we possibly can. No talk of debits and credits...just real actionable advice that you can painlessly put into practice!
I believe that EVERY business that is generating any kind of reasonable revenue should be able to pay the owner. It all comes down to intentionality and following a plan. Financial Fitness Basics will tell you exactly how much you have to sell and spend in order to reach your income goals, and you can start paying yourself immediately!
This course is an investment into yourself and your business. We believe that committing to learning and taking action with this course will can have an exponential benefit on your business.
Plus, its a tax deduction! Win-win!
The course is 3 Modules long and should take no more than 3 hours to complete the core content. If purchasing the course prior to Jun 29, 2020, you will gain access to the course on that date. If you purchase the course after June 29, 2020, you will have immediate access to the course. Watch your email for login information.
Why, thanks for asking! With the Financial Fitness Basics course, you'll get access to the course plus additional resources to help you put what you learn in the course into practice.
AND THAT'S NOT ALL! [cue the cheesy announcer voice]. Check out the next section for the bonuses you get in the program!
This is a self paced course. You will be granted access to the course portal. There you will find recordings and workbooks available to you to take the course on your own time. You also have lifetime access to this course so you can start it right away, wait until you are ready, or come back later when you need the information again. You do not need to plan to attend at specific times.
Financial Fitness Basics (FFB) is all about setting the foundation. It is a "crash course" in what you need to know about the basics of finance, accounting, and taxes.
Financial Fitness Basics is perfect for the business owner or self-employed individual that want to start from Square 1, but just aren't sure how to get started. This course will help you immediately feel more confident in understanding financial topics. Think of this one as "Business Finances 101"!
By contrast, Financial Fitness Formula (FFF) focuses on financial strategy, including setting profitable prices, maximizing profit margins, managing cash, and paying yourself more.
FFF is my signature program that only opens once a year, as participants go through the course together with live Q&A support from me. Join the FFF waitlist here to make sure you know when doors open again!
While FFB is not required before taking FFF - the two are a great pair to really take your finances to the next level!
Here’s what you’re getting when you enroll today:
Financial Fitness Basics Course PLUS:
- Bonus 1 - All about S Corps - limited time BONUS MODULE
- Bonus 2 - Guides and Workbooks to accompany the course and make it actionable
- Bonus 3 - Lifetime access to the course, along with exclusive offers on future courses as a Financial Fitness Basics alumni.
- Bonus 4 - Quickbooks Online Basics workshop with Courtney Boudet! Learn how to get setup and troubleshoot with QBO! Workshop is pre-recorded and available on demand in the course!
Those bonuses alone are worth WELL over $500, but I’m giving you the opportunity to enroll today for just...
Pay Monthly
3 Monthly Payments of
$97
OR
Pay Upfront
One Time Payment of
$279
Financial Fitness Basics is PERFECT for you if…
- You're just getting started in business and want to get started on the right financial footing.
- You've been in business for a time but have realized you need to get a better grasp on the finance/accounting/taxes aspect of your business.
- You are ready and willing to put in the work needed to learn about these topics and are committed to taking action.
- You've declared that this is the year you will get a better handle on your finances and have started to seek out resources to help you achieve that goal.
- You know that finances are a weak spot for you and have worried that the business you love may suffer as a result.
- You are aware of and excited about the opportunity to feel more confident in the numbers side of your business.
- You are ready and willing to change some previously held beliefs or habits in favor of new ones that will serve you better financially!
Now, tally up your score.
Fewer than three? Maybe next time.
Three or more? I can’t wait to meet you inside Financial Fitness Basics!
Here’s what you’re getting when you enroll today:
Financial Fitness Basics Course PLUS:
- Bonus 1 - All about S Corps - limited time BONUS MODULE
- Bonus 2 - Guides and Workbooks to accompany the course and make it actionable
- Bonus 3 - Lifetime access to the course, along with exclusive offers on future courses as a Financial Fitness Basics alumni.
- Bonus 4 - Quickbooks Online Basics workshop with Courtney Boudet! Learn how to get setup and troubleshoot with QBO! Workshop is pre-recorded and available on demand in the course!
The course and bonuses are VALUE packed and worth over $500!
Course price: $279
Pay Monthly
3 Monthly Payments of
$97
OR
Pay Upfront
One Time Payment of
$279
I’ll leave you with one last thought…
By now you know that your best chance at getting your business through COVID-19 without pulling out your hair or falling into deep burnout…
Is to master the basics of finances, accounting, and taxes.
And when you enroll in Financial Fitness Basics and start binge watching the 3 course modules, your confidence around money will increase DRAMATICALLY and your dreams of financial freedom will become a whole lot more attainable.
So, if you’re ready, I look forward to partnering with you as you stop making excuses and start understanding your business’s finances.
You in? Scroll up and click the button.
"I have been putting off managing my business finances for several years. Jamie's Financial Fitness Basics gave me the motivation to do it NOW. I have a better understanding on what I need to do to get my business finances organized and become financially fit!"
