Take control of your
business finances
—in just 6 weeks—
Pay yourself. Optimize expenses. Plan for growth.
Never wonder, “Can I afford this?” again.
why it feels like
you’re always behind
You’re tracking income. Paying yourself. Maybe even using QuickBooks.
But cash still feels unpredictable.
You’re never quite sure what’s safe to spend—or when.
You thought you’d have more clarity by now.
Instead, you’re stuck reacting to fires with gut-feel decisions.
You’re profitable on paper, but cash is always tight.
Big expenses knock you off course.
Hiring (or making other investments) feels like a gamble.
You’re not paying yourself enough—or consistently.
Getting ahead feels like a luxury.
→ You’re running a real business. But…
your financial system isn’t keeping up.
But What if your finances felt
as solid as your service?
Imagine knowing:
Exactly how much is safe to spend this week
That your next tax bill is already covered
When to pay yourself—and how much
Whether you can afford to hire or expand
How to track profitability without waiting for a report
That’s what we build in the Business Clarity Kickstart.
The business
clarity kickstart
6 weeks. 1 powerful system. Lasting Control.
This is a done-with-you financial transformation.
In just six weeks, we’ll install a forward-looking method that simplifies decision-making, smooths out your operations, and strengthens the financial backbone of your business.
We’ll create a system you can trust—built to give you control, confidence, and room to grow.
What’s Included:
6 weekly 90-minute strategy sessions to build your system step-by-step
A clear, customized plan for allocating revenue — including owner’s compensation, taxes, profit, and operating expenses
Full YNAB setup with integrated Profit First strategy so your money is organized and working for you
Done-for-you templates and tools to streamline decisions, track progress, and make growth inevitable
Unlimited support between sessions for questions, feedback, and real-time guidance
1:1 coaching from a certified YNAB expert who understands small business inside and out
“Coaching has given me the confidence that my business can succeed, and it’s given me the tools to make that happen.”
Robin
Owner, Stash Fabric
“Andrew’s financial and business analysis gives me more confidence in the health and trajectory of my business than I ever had before. He helps me navigate critical decisions with certainty.”
Tyler
Owner, Uncommon Accommodations
What we’ll cover Together
Session 1: Foundations & Financial Baseline
Map your business model, income patterns, and biggest financial stress points. Define what stability looks like — and set the goals we’ll hit over the next 6 weeks.
You’ll walk away with: a clear view of where you stand today—and a strategy for what stability looks like tomorrow.
Session 2: Cash Flow Mapping & Profit Priorities
Audit your current accounts and build a custom Profit Blueprint using your real numbers. You’ll walk away with clear TAP targets for Tax, Profit, and OpEx — and a plan that actually fits your business.
You’ll walk away with: a custom roadmap showing exactly where your money should go—and why.
Session 3: YNAB Setup & System Design
Connect your accounts, categorize past spending, and design a simple, intuitive budget structure that mirrors how your business actually works — not just how it looks on paper.
You’ll walk away with: a fully functional system that makes every dollar in your business easier to manage.
Session 4: Real-Time Budgeting & Spending Alignment
Put your system into action. Track spending, run your first expense audit, and begin building weekly habits that create control and clarity.
You’ll walk away with: real clarity on what’s essential, what’s wasteful, and what can be optimized right now.
Session 5: Profit System Implementation & Automation
Apply your finalized TAPs. Automate transfers, savings, and owner pay. Lock in your weekly/monthly routines so your system runs — even when things get busy.
You’ll walk away with: a plug-and-play money system that runs reliably—even when life or business gets messy.
Session 6: Strategic Planning & Ongoing Support Path
Zoom out. We’ll review your wins, revisit your big-picture goals, and map out what’s next — with a clear path into ongoing coaching if you’re ready for more support.
You’ll walk away with: a clear plan to maintain your momentum and tackle whatever comes next with confidence.
The Business Clarity Kickstart
Is perfect For You If…
You feel unclear or reactive when it comes to money — and you’re ready for control.
You’re making good money, but complexity is rising and you need a system that scales.
You’re tired of guessing, scrambling, or feeling behind when it’s time to make decisions.
You want clear, forward-looking guidance — not just backward-looking reports.
You’re looking for a trusted partner to simplify the numbers and help you move forward.
(but this Probably Isn’t For You If…)
You’re hoping someone else will fix your finances without your active involvement.
You’re not willing to look under the hood and do the work inside your business.
You want a DIY course, a done-for-you service, or a hands-off experience.
You’re looking for bookkeeping, tax prep, or legal compliance help (this isn’t that).
Business Clarity
Kickstart
$4,995
Make the smartest investment in your business this year—build a system that pays you back every single month.
Payment plans available upon request.
Backed by my
clarity Guarantee
In just 6 weeks, we’ll build a system that gives you clarity, confidence, and control over your business finances.
If we reach the end and you’re not fully equipped? I’ll keep working with you—at no extra cost—until you are.
This isn’t about checking boxes. It’s about building a system that supports your business today, tomorrow, and for years to come.
What happens
after the kickstart?
By the end of the 6-week Kickstart, your financial system will be fully up and running. But staying in control of your business money takes consistency, adjustment, and care over time.
That’s why many clients choose to continue with monthly coaching.
Ongoing support helps you:
Keep your system running smoothly as business evolves
Refine your TAPs and adjust strategy as revenue grows
Plan for hiring, reinvestment, or new service lines
Audit expenses, build reserves, and increase profitability
Integrate personal financial goals—like debt payoff, investing, or lifestyle upgrades
Together, we’ll map the best next step based on your momentum, needs, and goals.
Frequently Asked
Questions
-
I work with ambitious small business owners—whether you’re a solo operator, have a small team, or are juggling multiple income streams.
Most of my clients are service-based businesses, but I also work with product-based businesses, retailers, and creative entrepreneurs. If you’re committed to building a more sustainable, profitable business, this is likely a great fit.
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Good. That’s exactly why you’re here.
Every client I’ve worked with has felt some degree of disorganized, reactive, or even shameful about their business finances. That ends here.
We’ll sort through the noise, eliminate the stress, and build a system that makes you feel in control. You’ll leave the very first session feeling better—and after 6 weeks, you’ll feel transformed.
-
It’s a relaxed, no-pressure conversation to see if we’re a great mutual fit.
We’ll talk about your business model, current challenges, and what success looks like for you. If I believe I can help, I’ll invite you to enroll.
Even if we don’t move forward, you’ll walk away with valuable insight and next steps. No pitch. No push. Just clarity.
-
Yes. In fact, it’s one of the best reasons to work together.
We’ll make sure the system works because of your current situation, not in spite of it.
There are two kinds of business debt:
Strategic debt (like real estate or inventory) can serve as a tool.
Problematic debt (like high-interest loans or bloated expenses) needs a plan.
We’ll optimize your finances first, then use ongoing coaching to manage or eliminate debt in a sustainable, confident way.
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No — and it shouldn’t.
QuickBooks (or your spreadsheet) tells you what already happened. I’ll help you build a forward-looking system that guides your future decisions.
We’ll still use your accounting software for reports and compliance. But now you’ll have an expert partner in your corner to help interpret the numbers and turn them into clear strategy.
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Plan for 90 minutes per week in-session, and another 30–60 minutes to complete your action steps and stay current with your system.
You won’t be on your own — I’ll walk you through everything, and provide simple tools that keep things manageable, not overwhelming.
-
The Business Clarity Kickstart is $4,995.
Most clients pay in full, but I also offer flexible payment plans by request. We’ll align on what works best for you during your Free Clarity Session — no surprises, no pressure.
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By the end of our 6 weeks, your system will be fully implemented and running.
Many clients choose to continue with monthly coaching to ensure:
Financial routines stay on track
TAP targets evolve with growth
Planning for hiring, new offers, or expansion
Personal goals like debt, savings, and lifestyle are supported
We’ll map your best next step together.
Your next step:
Let’s make your money work
as hard as you do.
You’re already doing the hard part.
Let’s install the system that gives you control, confidence, and room to grow.