THE BUSINESS BLUEPRINT

You’re ready to start feeling calm, relaxed, and CONFIDENT with your money.

Christy sits on a velvet couch looking at her computer, her leg tucked underneath her

You’re ashamed to admit it, but right now you don’t really know what goes on in your business. You make sales randomly, pay bills what seems like constantly, and at the end of the month there never seems to be as much left as it feels like there should be….

Your revenue goals are based on what the online business world tells you they should be. I’m guessing it’s some pretty, round number like 10k months or multi six figure business. But you don’t actually understand what that revenue means for your personal paycheck.

Christy stands, leaning with her hand on her hip, looking toward the text on the screen

Your revenue goals are based on what the online business world tells you they should be. I’m guessing it’s some pretty, round number like 10k months or multi six figure business. But you don’t actually understand what that revenue means for your personal paycheck.

Speaking of taking home…you currently have no system for that. As you need to pay bills at home, you check the business account and see if you can afford to send money to yourself. In good months, it’s great, but in slower months you panic and desperately do what you can to get more money in the door.

And TAXES?! Are you kidding me? They want me to pay those things every quarter?

Yeah, being a business owner is FUN. And it seems like nobody teaches you these things… UNTIL NOW.

INTRODUCING…

THE BUSINESS BLUEPRINT

A Planning Session To Change Your Relationship with Money

step one

Gather and Analyze
Once you book your appointment, we will send forms & information requests to collect all of the data we need to analyze your financial situation.
This will include personal information, business information & tax returns so we can see historical numbers and create predictions for future numbers. Our team will do a deep dive into this information and prepare a workbook with insights & recommendations for our meeting.
You can finally build a solid foundation for your business with our bookkeeping and tax help.
step two
Meet and Discuss
At our designated meeting time, we will meet via video conference (or in person if you’re a Houston local!) for 90 minutes. During this time, we will walk you through
You can expect to receive the following:
- Plan for the next year in your business (Where is the money going, what investments can we make?)
- Understand how much you need to take home each month and set up systems to take home the same amount regularly
- Prepare for taxes - you will get a CPA calculated tax estimate based on our forecasts
- Identify opportunities for improved profit margins and cash saving strategies
You will also receive a report and a recording of our meeting to reference in the future
step three

Act and Follow Up
After our meeting is over - It’s time to put our recommendations into action. However, we never want to leave you on your own!
You will have 1 month of access to the CBFS team via Voxer where you can ask questions, look for additional insights, and ensure you have support to implement our recommendations.
Then, one month after your meeting we will have a 30 minute follow up can so we can discuss your progress.

Save my Spot

Let Our Clients Speak for Themselves

Shayne Benson

“My favorite part was the way Christy explained everything to me! I wasn't in a way that made me feel stupid because it was way too dumbed down or completely lost because it was too high level for me to comprehend.
The way she laid out all of the data and thoroughly explained how the projections work, how I can use the sheet if anything changes and walked me through literally anything I had questions on. I feel way more confident in my business's income and my ability to reach my goal for the year!
I have a realistic projection of the steps I need to take to reach my goals! And I know I have Christy in my corner if/when things change!”
Shayne Benson, Online Business Manager
Serena & Dominic

“Since working with Christy, we have a completely better understanding of the health of our business, better systems, goal setting. We are looking forward to achieving financial goals & setting us up for retirement”
Serena & Dominic, At Last Entertainment/The Wedding Duo

$375/mo for 4 months

or

$1,500 Paid in Full

Prior to our meeting we will request TONS of information & analyze it. During the session we will have a 90 minute call where we will go over all the details and plan out your next 6-12 months of business. We generally have time to cover 2-3 specific topics determined by you!
Once the meeting is over you will receive a recorded copy of the call, and follow up reports with actionable items to help improve your business
Once the meting is over - we don’t leave you hanging! You will receive 1 month of Voxer access to pop in with any questions or concerns.
1 Month Later, we will have a check in call to see how things are going, make sure you don’t have any other questions and tie up any loose ends!