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™

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.

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…

In the conversations I have had with thousands of small business owners these are the 5 most common beliefs that have kept business owners from becoming financially fit...

Belief 1

"I'm Not a Numbers Person"

I hear this one all. the. time.  Perhaps you think your brain works in a different way and you get overwhelmed by too much data, wondering how to make sense of it all. 

But the truth is, you don't HAVE to have gotten an A in high school calculus to understand what's important about business finances. Nor do you need an MBA to decode what your numbers are telling you.  

All you really need is to cut through the noise and understand what actually MATTERS, which is really only a few key concepts that anyone can understand, no matter how right-brained they may be!

Belief 2

"I Don't Know Where to Start"

We live in an age of information overload.  Well-meaning Google searches leave us more confused than ever. In all the noise, its hard to filter out what actually applies to YOUR business.

The problem is, most of the information you find out there centers around the WHAT, but not the HOW.  

It's no wonder we can't get beyond Step 1. What you really need is a clear roadmap to follow with clear directions on how to get from Point A to Point B.  No more aimless wandering that lands you back where you started!

Belief 3

"I Don't Have Time"

You're a business owner, which makes you inherently busy.  Add on top of that a family to take care of and/or a day job, and you're down-right exhausted from keeping up with all the things.

It's easy to feel like other things are more urgent, especially when trying to build a successful business. There is always a client that needs something, social media to schedule, and sales to make. 

But here's the thing - if your business isn't set up in a healthy way, all of this work could be for nothing.  Being financially healthy means that you are making the MOST out of the hours we are working, and ensures you actually have something to show for it in your bank account.

 

Belief 4

"I Only Need to Know my Numbers for Taxes" or "I Have an Accountant for This"

If you've read up to this point, you probably know that understanding your business finances is WAY more than just something you do once a year for taxes. 

As a business owner, it's on YOU to understand what is going on with your business so you can make better strategic decisions, including decisions around pricing and spending. No one knows or cares as much about your business as YOU do! 

Having a system that is rooted in year-round habits around your finances means that you'll be better able to make decisions AND reliably pay yourself. 

Oh, and it will make tax times a BREEZE too. 

Belief 5

"Numbers Aren't Sexy" 

Maybe looking at financial statements makes you go cross-eyed.  You'd literally rather get a root canal than open your Quickbooks file.  Because it's just....so...booooorrring!!

Sure - when you are in the weeds, it can be a bit mind-numbing at times. Snooze-worthy even.

But you know when numbers ARE interesting and sexy?  When they are BIG.  Like, a few extra $00s big. And that only happens when we put ourselves in the driver's seat.

So, get that double espresso brewing and let's get to work!

Now I’m going to let you in on a little secret...

There is a literal FORMULA to financial fitness.  But it is NOT cookie-cutter. Your business and your goals are not the same as someone else's...so why should your financial plan be? 

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....

It's time to get financially fit! Financial Fitness Formula™ is a 9-week online course for those who want to understand their business finances and create a PROFFIT Plan™ (Yep, that’s profit with TWO f’s!) that works for them and enables them to become more financially fit.


 

Financial Fitness Means

 

  • Knowing that your business finances are working for YOU - breathe a sigh of relief, friend. Those days of working day and night without anything to show for it are nearly over.

  • Frequently and reliably pay yourself - how would you feel about actually paying yourself — and not just once, but on a reliable schedule of your choosing?!

  • Never again guess at whether you “should” make a purchase - you’ll know exactly how much money you can spend and still reach your income goals. Wahoo!

  • Work less and pay yourself more - fiiiiiinally get that extra time to spend with the people you care about and actually LIVE a life you love!

  • Confidently act as your own CFO - no one knows about or cares about your business as much as you do. Add a little financial know-how to the mix and you’ll go from unsure to unstoppable.
SAY NO MORE, I'M IN!

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.
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 financial resource library


Nope, I’m not just gonna teach you the content and send you on your way. 

Along with the 7 course modules (and all future updates!), you’ll also gain access to my library of premium plug-and-play financial templates and related tutorials — including my pricing calculators, budgeting worksheets, financial forecasting worksheets, and more.

It's the motherload of nerdiness... and it's all yours!

  Bonus 2

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 12 weeks to help keep you from getting stuck, answer questions, and connect with others. 

I'll also be running two live Q&As in the group per week for our whole 9 weeks together (plus an additional 3 weeks after the course ends!).

These workshops are your chance to check-in, get 1:1 support, and have your questions answered in real-time. I’m here to help, all you gotta do is ask!

  Bonus 3

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 members form lasting relationships!

“FFF helped me take the anxiety around money out of my business

I finally feel like I have control and know how to plan for scale and expansion as those opportunities present themselves. 

Bonus — taxes are going to be waaaaay easier this year.” 


- Ashleigh

“Financial Fitness Formula™ helped me to stop fearing my business finances and understand how to use these numbers as a tool to make better decisions for my business.” 


- Charlotte

“Jamie is meticulous in helping small business owners get their financial house in order

She lays it out without using jargon and explains each step of the process

This course can help you to save $1,000s of dollars and finally give you the knowledge you need to make better decisions.


- Kami

Got questions?
I HAVE ANSWERS!

READY TO GET NERDY WITH ME? LET’S GO!

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

“Financial Fitness Formula™ gave us a solid footing for where we are and what we need to be looking at going forward.  

We finally know what the numbers mean and how often we need to be looking at them.” 

- Rachel

I GET IT!

It's been a hard year on all of us.

 

2020 has challenged us in a lot of ways.  We aren't all in the same boat, but have weathered the same storm. 

Many of you have told me that this past year 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. 

I believe that you will see a great transformation and return on your investment if you take the leap and commit to this program. That said, I also know it may not be the right time financially for some of you who are still heavily affected by Covid-19 and have seen a massive fall in revenue as a result.

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 create free resources to help you through this.  

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

Join the Waitlist