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Profit Partnership
✨ This is your premium advisory retainer — perfect for clients who need a fractional CFO.
You get monthly One-on-One sessions giving you the focused time and personalized guidance you need to make confident money decisions, stay on track with your goals, and keep your business profitable all year long.
You get monthly One-on-One sessions giving you the focused time and personalized guidance you need to make confident money decisions, stay on track with your goals, and keep your business profitable all year long.
Additionally, every 1st Monday of the month, our group sessions bring together business owners across industries to track their progress over the last month.
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Who is this for?
Ideal for clients who are scaling, managing more complex projects or managing multiple income streams.
Monthly Group Coaching
Access to all monthly group coaching calls
Monthly One on One Calls
Monthly private sessions (up to 12 per year)
Profit First App
Access to the Profit First App for a dynamic monitoring of your cash flow
Continued Support
Priority email or chat support
Community Discussions
Private community discussions
Special events access
Access to special workshops
What's included?
Each monthly one-on-one call gives you the time, structure, and expert guidance to stay clear, confident, and in control of your business. Here’s what you can expect from every session:
💡 Personalized Financial Strategy
Each session is built around your business goals.
We review your cash flow, allocations, and spending to keep your money working for you.
You’ll leave every call with clear next steps and a plan that fits your business.
🌿 Beyond the Numbers
Your one-on-ones go deeper than cash flow.
We can talk through operations, pricing, hiring, or marketing — whatever helps your business run better.
It’s a full-picture approach designed to strengthen both your strategy and your systems.
📈 3. Accountability & Growth
Together, we’ll track your progress using your Profit First App and Relay dashboards.
We’ll celebrate wins, fine-tune what’s working, and adjust where needed to keep you profitable and confident month after month.
Monthly OneOnOne Meetings & Recurring Group Coaching Calls
Stay accountable here!
