FREE MASTERCLASS

How To Build A Financial Plan For Your Business (Without Needing A Financial Background Or An Expensive CPA)

From Financial Confusion to Clarity: My Proven 5-Step process to get your business financial house in order and create the financial plan that will have have you making smart, confident, money decisions.

RESERVE MY SEAT

In This Masterclass

YOU WILL LEARN

1

The Most Impactful Way To Shift Your Profits

Hint: If you're generating sales in your business, but barely have any leftover after you pay your expenses, you don't want to miss this.

2

My Easy Strategy To Build Your Financial Plan...Even If You Have ZERO Financial Background or Tell Me "I'm No Good With Numbers" 

"P&L", "balance sheets", "opex", "overhead", "bottom line"...throw all that fancy financial and accounting terms out the window. I'll simplify things and dive deep into what's most important for you to focus on as the business owner.

3

How To Know If Your Business Is Ready For A Financial Plan 

It's time to stop "hustling", working more hours than you ever thought possible, not paying yourself well or consistently, and having very little to show for all of this hard work. I'll show you exactly how to use this essential tool (when you're ready) to ease the madness.

4

Why A Financial Plan Is The Key Tool To Your Business' Profitability

My top strategy for building my own empires and making countless of businesses more profitable. Your business WILL be more profitable if you implement these strategies.

"My company valuation grew from $333K to $6 Million, that's 18x growth in just 4 months of working with Marguerite! Getting financial clarity with my business has helped me to be a better business owner and leader to my team. The way I'm able to use real numbers to back my plans and decisions has been an invaluable transformation. I'm able to set the direction of my company more confidently, not to mention it has helped immensely with my success with investors! You don't just learn finances working with Marguerite, you learn real actionable strategies and tactics focused on profitability. If you're serious about the success of your business, working with her is an investment you can't afford not to make."

FARAH ALLEN
Founder & CEO

This Is A Must Attend If...

 

  • Profits are lower than you expected.
  • You've been avoiding looking at your finances out of fear for what they'll tell you.
  • You're not making the kind of money you need to fuel the lifestyle you desire.
  • You've been operating your business from "gut" feelings
  • You've just been handing off your financials to someone else to handle.
  • You DON'T yet have a viable financial plan for your business (one that actually works that you can use daily/weekly/monthly to make decisions in your business).
  • You've been working hard on your business for years but don't have the financial returns to show for it.
  • You don't fully understand your finances and how to use them to justify your business decisions.
  • You have unpredictable cash flow and don't know how to fix it.
  • You haven't been paying yourself a steady paycheck and have no clear path to afford it.
  • You're ready to get serious about your business finances.

A Note From Marguerite...

As the business owner knowing the financial side of your business in and out is one of the most critical factors to generating substantial profits. Yet, the financial aspects to running a business can be the most intimidating and overwhelming part. But I promise it doesn’t have to be.

As an experienced CFO with over 16 years of combined training and experience, I help you master the financial side to running a business in a way that any business owner can understand. Complex financial speak?! Um, no thanks! I’ve got you covered!

There's one tool that successful business owners use to make confident money moves and skyrocket their profitability. I can not wait to share it with you.

Here's my plan for you...after this 60-minute masterclass you'll never be able to say "I don't have anything to show for all of my hard work". Give me your hand and I'll help you turn that passion into more profit growth! 

MARGUERITE! SAVE MY SEAT!