Create a Personalized and Sustainable Plan for Your Business Finances

So you can stay on top of your numbers and confidently act as your own CFO — even if the term "business finances" makes you cringe.

JOIN FINANCIAL FITNESS FORMULA™
 

Join the Financial Fitness Formula™ Waitlist

In my signature course learn how to gain control over your business finances in 60 days without the head-scratching jargon or confusion about where to start.

Create a Personalized and Sustainable Plan for Your Business Finances

So you can stay on top of your numbers and confidently act as your own CFO — even if the term "business finances" makes you cringe.

JOIN FINANCIAL FITNESS FORMULA™

You’re a passionate entrepreneur with big dreams.

Maybe you’re just starting out, or maybe you’ve been around a while and are wanting to take your existing business to the next level. Wherever you are in your business journey, I bet that you’re looking to bring home more money and feel more confident in managing your business finances.

And despite the fact that...

...you already know that you need a proven process and tools that really WORK;

...you already know how important a solid understanding of your business finances is to the success of your business; and

...you already know that "winging it" or "figuring it out as you go along" doesn’t work and can lead to a potentially costly mistake...

You still find it hard to map out a plan for your business finances. This means you might still be in that dreaded pattern of... 

… working your tail off all day every day

… wondering whether you'll have enough cash to pay your bills

… dreading looking at your bank account

... and crossing your fingers, hoping that the situation isn’t as bad as you’re imagining

It’s like seeing yourself through a two-way mirror, watching as you consistently do all the things you know not to do...

Which isn’t on you, by the way — 

Self-employed individuals are one of the most underserved markets in the business world when it comes to quality finance and accounting advice. 

But please don’t lose hope.

Because imagine what you could do if you had someone in your corner…

Guiding you as you step into the driver’s seat and take control of your business finances.

Hey there, I’m Jamie Trull!

Financial Literacy Coach and Profit Strategist, Hamilton superfan, enjoyer of a glass of Cabernet with a good book, and — if you like — that very someone to help guide you on your financial journey.

You see, I’m a self-professed numbers nerd and I've got the credentials to prove it. I have a Bachelor’s in Analytical Finance and a Master’s in Accounting. I’m a CPA with 10+ years of experience working in Finance Leadership for one of the biggest brands in the world.

In other words, I know a thing or two about business finances.

And my #1 mission is to see more entrepreneurs not just surviving, but THRIVING in both their professional and personal lives. 

Because the more you understand the financial side of your business, the more you can use it to transform not only your own pocketbook, but also the world around us. 

Sound like a plan? 

Great, then you’re in the right place…

Introducing...

Financial Fitness Formula

A step-by-step roadmap to maximizing your profit and managing your cash in a way that works for YOU. A way to break the overwhelm-anxiety-shame cycle and take CONTROL over your business finances once and for all in a way that serves YOU best! And you can do it in under 60 days.

Financial Fitness Formula™ is the ONLY program of its kind that…

  • Is easy to understand even for a newbie - no confusing jargon to trip you up and make you want to throw in the towel.  We even include a jargon-decoder that explains business terms simply!
  • Gives clear step-by-step instructions and resources to show you precisely HOW to get results quickly in your business. 
  • Teaches you how to be your own CFO and feel informed and confident in the strategic decisions you make for your business.
  • Is built SPECIFICALLY for smaller growing businesses, including solopreneurs, side hustlers, and businesses with 20 or fewer employees.
  • Will help you MAKE and KEEP more of your hard-earned money!

So, if you’re ready to finally gain control over your business finances and ditch the stress, anxiety, and overwhelm that has you making THIS face....

Here’s what we’ll cover inside Financial Fitness Formula™

  Module 1 

Shifting Money Mindset and Setting Goals


Before you make a plan, you first have to know where you’re going! That means considering what might get in your way… including your very own money mindset.

We’ll also dive into what your own personal goals are for YOUR business and YOUR life (NOT someone else’s). Those goals will help you drive the financial decisions you’ll make in later modules. 

In this module, you’ll…

  • Assess where your money mindset is at and how it might be holding you back.
  • Learn strategies and techniques to transform that mindset into one that better serves you and your business.
  • Map out your major business and personal financial goals to use as the basis for your PROFFIT Plan™. (Get ready to dive deep, cause we don’t do cookie-cutter plans around here!) 

Module 2   

Setting Yourself Up for Success as Your Own CFO

As a business owner, we know that we need to operate as the Chief Executive Officer (CEO) of our business. What we often forget, however, is that we ALSO function as the Chief FINANCIAL Officer (CFO) of our business. 

This is often an intimidating space for many business owners who do not have a degree in Finance or an MBA. We’ll talk about why it’s important to lean into this role and HOW to set yourself up for success as your own CFO. 

In this module, you’ll…

  • Determine exactly what it means to be the CFO of your own business. 
  • What financial tasks to outsource, when to outsource them, and who to hire. 
  • How to shift your focus away from the busy work and more towards the FUN side of numbers. 

  Module 3

Choosing Optimal Pricing and Profit Margins

Revenue (a.k.a. "the top line") is where we'll start our deep dive into your company's finances. While revenue is less important overall than profit...you can't have a profitable business without revenue.

It is important to set our prices and profit margins for each product or service we sell intentionally to ensure our business is profitable.

In this module, you’ll…

  • Determine the formula for profitably pricing your products or service by using our plug and play pricing worksheet. 
  • Learn how to value your own time (something entrepreneurs rarely do!)
  • FInd out what your current profit margins are, whether they are healthy, and what you may need to tweak to make them healthier.

Module 4   

Managing and Prioritizing Costs

Now it's time to take a peek behind the curtain at your business costs.  These are the costs that tend to eat away at our "Bottom Line" without us even realizing it.

In this module, you’ll…

  • Learn the different types of expenses most businesses have and how to prioritize them.
  • Determine spending on various categories of expenses and how to evaluate where to allocate your money in your business.
  • Quantify your base operating costs and set up a spending budget that helps you achieve your goals. 

  Module 5

Planning for and Maximizing Profit 

Now that your costs are optimized and sorted, you’re ready to determine what to do with your cash. This is the exciting part where we create your own personal PROFFIT Plan™. 

Your PROFFIT Plan™ will be created by you based on your specific goals and priorities determined back in Module 1.

In this module, you’ll…

  • Intentionally plan to ensure you can pay yourself your desired income out of your business, even if your revenue is variable.
  • Allocate your cash profit to save for taxes, reinvest in your business, and meet your personal and business goals (including FUN!). 
  • Set up a 12-month spending plan (a.k.a budget) for your business that aligns with your financial goals.

Module 6   

Creating Sustainable Habits

We're going to talk about the financial habits you should be developing to stay on the right track. We'll also chat about the tools you can use to help make your plan easier to implement and manage!

In this module, you’ll…

  • Successfully implement and systematize your PROFFIT Plan™ to make it easy and FUN!
  • Learn the best practices you should be doing daily, monthly, quarterly, and annually and the tools to make it easy and painless.
  • Determine the best tools to simplify the monitoring and management of your business finances.

  Module 7

Forecasting the Future

Last but not least, using your PROFFIT Plan™ as a base, we’re going to create a 3-5 year forecast that takes EVERY possibility into account. (Remember that feeling when COVID-19 first hit? Yeah, that’s exactly the kind of scenario we can plan for.)

In this module, you’ll…

  • Set up your P&L to make it useful to you in analyzing your performance and making decisions about your business.
  • Learn the difference between a budget and a forecast, and how to use each one in your business.
  • Learn how to create a long-term forecast for your business using our plug-and-play forecast template.

  PLUS: Tools for Your Business

This program provides more than education, it also includes ALL the tools you need to easily step into your role as CFO of your own biz.

MY plug-and-play worksheets just HAPPEN to be famous, my former students RAVE about them and you can use them for years to come!

Just a FEW of the awesome tools you'll get…

  • Entity Structure Guide
  • Pricing Worksheet (the actual FORMULA to setting your prices - one for both product AND service-based businesses)
  • Indirect Costs Worksheet
  • Spending Guide
  • Profit Calculator and PROFFIT PlanTM Worksheet (to help you manage your cash)
  • Income Tax Guide
  • Habits Tracker
  • Metrics Tracker
  • Five Year Forecast Template

...and MORE (seriously...it's a treasure trove of awesome tools!)

YES! I WANT FINANCIAL FITNESS

But that’s not all, here’s what else you get when you enroll today

  Bonus 1

Lifetime access to the course and tools

What exactly does lifetime access mean?  It means that your access to the course and tools DOESN'T expire...there is no end date where your access will disappear.  You'll keep your access to the resources to reference for as long as you need.

PLUS, when I make future updates or add future tools to the course - you get those too! 

 I’m not just gonna teach you the content and send you on your way. I want you to have these tools and resources at your disposal whenever you need them!

Can't take the course right away?  That's ok! Take it on your own time, and lock in THIS low price...because it will only go up from here!

  Bonus 2

A private FFF Podcast where you can stream our lessons on the go 

 

We get it, you are busy and on the move. That is why we have taken all of the audio from our FFF Video lessons and created a private podcast that you can listen to while you are on the go! 

Completing the program on your terms and timeline is now easier than ever. 

  Bonus 3

LIVE Retirement Workshop for Business Owners

In this workshop, The Business Owner's Guide to Retirement Plans...Your resource for finding a plan that fits your needs, you will learn how to select the retirement plan that best fits your needs. You will also get a workbook and cheat sheet to help you.

Our Certified FFF Pro, Laurie Bodisch, CTFA™ from Her Wealth Coach™ will lead this special LIVE Event only for our FFF members on May 11th, 2022 at 12 pm CST (date subject to change).

  Bonus 4

A private Facebook community for members only with two live Q&As per week

 While the core modules of the course can be done on your own time at your own pace, I'll also be right there with you helping you along!

We'll have a private community set up for the duration of the course to help keep you from getting stuck, answer questions, and connect with others. 

I want to ensure that you have ample time to get allllll your questions answered, so I will be running two live Q&As per week for our whole timeframe of the course together (plus one Q&A a week for an additional few weeks after the last module is released).

These Q&As are your chance to check-in and have your questions answered in real-time. I’m here to help, all you gotta do is ask!

We commit to answering 100% of the questions officially submitted to us related to the course material...for a literal FRACTION of what it would cost to ask another finance professional. 

  Bonus 5

Community Pods

You know those courses where you jump in all excited to go through the lessons and put your newfound knowledge to work… but then you, uh, don’t? 

If that’s been you, then trust me, you’re not alone. And that’s exactly why I’ve built accountability and community into the FFF curriculum. 

We'll help connect you with other business owners going through the program to help you form relationships and stay accountable!  We love to see our FFF fam make close friendships and form lasting relationships!

Plus - You will be able to access our FFF Member Business Directory to take your networking a step further. 

 

When I wrapped up Financial Fitness Formula™ I felt a huge sense of relief, my profitability skyrocketed. In the first quarter of 2021, I made more than I did in all of 2020."

Nancy Maurer, Service-Based Business

Personal & Leadership Development Coach


Ready to make your story the next FFF Success Story?

JOIN THE NEXT CLASS
HEAR MORE SUCCESS STORIES

Take this course, and you will FINALLY be able to make a plan for your business and create a plan to support the lifestyle you started your business to create...it all gets to happen!"

 

-Chandra A. Livingston

Service Based Business

Workplace Development & Management Consulting Firm

I am a hands-on learner so having worksheets is great for me. I love Jamie's teaching style, she demystifies what can be a challenging aspect of running a small business."

 

- Laura Anderson

Service Based Business 

Home Pet Care 

This course was definitely an investment but SO worth it! So much to learn and that you'll actually [apply in your business]. Jamie explains everything so well!"

 

-Marla Taase

Service Based Business

Photographer

The Financial Seal of Quality

The Financial Fitness Formula is a one-of-a-kind program that has been designed specifically with you in mind.

I know without a doubt that you will get results with this program.

I'm so confident in this fact that if you don't feel more financially organized within the first 14 days (i.e. after you received the THIRD module), just show me your work and I'll refund you IN FULL! 

Simply reach out to me directly at [email protected], show me your work on Module 1 and 2, and I'll refund your investment. That means ZERO risk for you! 

Got questions?
I HAVE ANSWERS!

READY TO GET NERDY WITH ME? LET’S GO!
 

 ”I feel like a mini financial guru and for me to be saying that is insanity! After FFF I felt like a completely different person."

Yvette Saddik, Service Based Business

Lawyer & Immigration Attorney


Ready to make your story the next FFF Success Story?

JOIN THE NEXT CLASS

Financial Fitness Formula™
is PERFECT for you if…

  • You've been in business for some time and are bringing some reasonable revenues in the door, but you keep wondering where it's all going because so little of that money seems to be making its way to your pocketbook.

  • You're just getting started in business and want to get started on the right financial footing.
  • You are ready and willing to put in the work needed to transform your finances and your life.

  • 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 create a customized plan that allows you to regularly pay yourself more profits from your business, reinvest for growth, and have FUN!

  • You are ready and willing to change some previously held beliefs or habits in favor of new ones that will serve you better financially!

 

If you said “yes” to at least 5 of the above, I can’t wait to meet you inside Financial Fitness Formula!

“Having a business is one thing, but understanding your numbers is another. Here’s my pre-FFF scenario: my sales were growing on my website and Etsy. I had been BUSY. I had raised my prices several times. I was paying two contractors as much (or more) as I was paying myself. But no matter how much my sales numbers increased, my bank account DID NOT.

THAT is some frustrating crap.

But now, after FFF: my sales excite me again instead of stress me out! I used the pricing formula to raise most of my prices by at least 50%. Now, every time I get a sale I know that my pricing is guaranteed to make me a profit. Before Jamie’s course, I didn’t understand how to price some of my products. After only module 1, I fixed my pricing and the new profits from just a few sales covered more than the cost of this course!

Jamie, thank you so much!

I was killing myself, trying SO HARD with so little to show for it. Questioning if I should give up. But your course turned it all around and for the first time in five years, I will be profitable in 2020 — COVID-19 or no COVID-19.

- Crystal

Hear More Success Stories
 

”Financial Fitness Formula™ by Jamie Trull changed my life. It gave me a template in which I can run my business. You don't need to know anything going into it."

Kendra Corman, Service-Based Business

Marketing & Advertising Firm



Ready to make your story the next FFF Success Story?

JOIN THE NEXT CLASS

I SEE YOU!

Being an entrepreneur is not easy...especially when it feels like so much is out of our control.

 

I know it feels like you've been living in crisis mode for far too long.

We've had to put aside what is really important in favor of dealing with the urgent.

At some point though, regardless of what is going on in the world around us, we need to make the DECISION to take back control.  

Many of you have told me that the pandemic has illuminated to you how much you need to get a better handle on your finances, which is a topic I'm clearly super-passionate about. I want to help you do just that. I want you to have the peace of mind that comes with having a proven strategy for your business finances...one that alleviates so much of the anxiety we feel as business owners on a daily basis...especially right now. 

I truly believe that you will see a great transformation and return on your investment if you take the leap and commit to this program. I believe in its power to change businesses (and lives).

So whether this is the right time or not, I want you to know that I'm here for you and cheering for you. I'm committed to continuing to show up for you.

Thank you for allowing me to be a part of your journey. It is an honor.

Join the Program