Your First Wins - Free!
- What is PROFIT
- Why is it IMPORTANT
- Tips for getting started TODAY
- How to BOOST your small business profits
- How to get ahead on ANNUAL expenses
- The #1 tool I use to help clients AVOID cash crunches
A simple, practical guide with cash management tools and the #1 tip Agent O uses to help clients stabilize their business finances fast.
Learn At Your Pace
What gets measured gets managed — without the spreadsheet drama.
- How to identify the BIG problems in your business
- How to determine which problems you should fix FIRST
- How to tell if you are making improvements
- The trick to making your team accountable
A self-paced course that teaches business owners how to track the RIGHT business metrics for their business - consistently and confidently.
Includes bonus: “Top mistakes people make when choosing KPIs.”
A lifetime-access video library with short, powerful how-to videos.
Perfect for owners or employees looking to build real-world spreadsheet skills.
In Just a few hours, you will learn:
How to sort data quickly
How to fix phone numbers
How to combine two or more columns of data together
Three FAST ways to add up a series of numbers in a row
Plus you get lifetime access to any updates!
Done For You - Targeted Fixes
Second-guessing your books? Let’s take a look — no stress, no shame, just clarity.
A low-ticket diagnostic review of your QuickBooks Online file. Delivered as a simple, jargon-free report with expert insights, red flags, and best practice suggestions.
No fixing — just a trusted expert peeking under the hood.
Need an expert to peek inside??
Can You Say Yes To Any of These?
- Your business is 3 months or more in reconciling accounts.
- You lost / fired your bookkeeper months ago.
- You cannot rely on reports in your QuickBooks.
- You have items on your Balance Sheet that you do not understand.
- Your business is behind on tax filings because you do not have reliable data.
- You have a bookkeeper but you are not confident that he or she is doing their job correctly. You want reassurance.
What You Get From a QuickBooks Confidence Checkup
- An expert peeking into your financial data to check for errors and common mistakes.
- A review of best practices to see if your books are in order.
- Status Report of where your books stand right now.
- Peace of mind knowing that your data can be fixed and an outline of how to get there.
A 12-month revenue recalibration system that uses your real numbers to set realistic monthly sales goals and track your progress. Think: Google Maps for your financial destination — with updated directions every month.
- Is your business seasonal?
- Do you have predictable low revenue months?
- What was your best month ever?
- What was your worst month ever?
- How does your revenue compare to previous years?
- Are you doing better than last year?
- If you have a sales goal for the year, are you on track to make that goal?
- Better data means that you can make better, more informed decisions
- Learn how to budget when your sales fluctuate
- Even if your sales are up from last year, you may not be ahead. We teach you how to know.
- Learn the correct way to create a monthly sales goal
Hint: It is not to divide the annual sales goal by 12.