Getting Comfy with Your Business Finances
a group program for entrepreneurs
I was worried she would judge me and tell me what I should be doing... this was not the case! Melissa came with a non-judgmental, problem-solving mindset that made me feel supported.
~Social Media Manager
You know "just get Quickbooks" is terrible advice, right?
Business finances can be so very complicated. 🫠
Especially when you see terms like gross income, bottom line, profit margin… all right already!
As someone who isn’t using a bookkeeper yet, you can take a totally different approach.
Since I know you’re sick of winging it, let’s get rid of this:
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Trying to force your business & lifestyle into someone’s cookie-cutter system
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Googling how to create a financial spreadsheet
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Using a checking account as your business health barometer
Alas, I am here to help you understand your business finances in a way that will set you free (and help you keep running your business for as long as you want to)!
What if you could EASILY make sense of your business finances?
Getting Comfy with Your Business Finances
So you can stop spending time in your piecemealed spreadsheet
Here’s what you can expect to achieve!
✔️ The ability to confidently track income & expenses
✔️ Squashing those feelings of “I’m bad with money”
✔️ Having everything buttoned up to send to your tax preparer or CPA
✔️ Saying goodbye to randomly tagging money things in your email inbox
✔️ Finally grasping Cash Flow management
Allow me to introduce...
Getting Comfy with Your Business Finances
Each month, we’ll have one 45-minute workshop + one 1-hour implementation session
All Modules are LIVE
Plus, a Slack channel for questions along the way!
Discovering Your Relationship with Money
I’ll guide you through a few exercises to get to the heart of your relationship with money. We can’t just jump to the tactical; this work is just as important (if not more)!
Uncovering the Surprises
“I forgot about _____ bill,” has been said by every entrepreneur under the sun. By uncovering the “surprises,” you’ll make financial management a breeze.
Determining a System that Works for You
Spreadsheets or Software… there are endless possibilities with each. You’ll see some options in action while assessing the best place to start for you!
Managing Cash Flow
Having money in your business bank account to pay for expenses when they are due is an art form… called cash flow.
Knowing Your Numbers
What good is a system if you don’t know how to interpret those numbers?! I’ll walk you through what numbers are significant and how to keep track of them.
Paying Yourself with Confidence
If you’re currently paying yourself whenever money comes in, hold on tight because you’re about to create some financial stability → which becomes security.
One payment of
$1599
OR
$269/month
Bonuses
Early Bird Bonus
If you opt to purchase within the first three days of the launch, you’ll receive one FREE ticket for use at any of these workshops:
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Tax Preparation: Because Who Wants it to be so Difficult?
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The Retirement Runway for Entrepreneurs
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Debt Repayment Strategy Implementation
For everyone!
My exclusive monthly earnings calculator which helps you calculate how much to set aside each month to account for PTO, taxes, and an annual bonus based on your desired “paycheck.”
Is this for me?
You're a perfect fit for the Getting Comfy program if...
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You’re an entrepreneur who wants to get better at understanding your business inflow & outflow
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You’ve tried to implement a system, but you have no clue how to use it
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You’re not ready to hire a bookkeeper yet (typically below the 10k month mark)
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You enjoy talking about the masculine (tactical & strategies) and feminine (mindset & manifesting) when it comes to money
It might not be the right fit if...
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You are currently using a bookkeeper and plan to continue doing so
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You know your exact Revenue, Net Income, and Profit numbers from the last quarter
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You’re operating smoothly with an accounting system already
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However, if you want to learn more about how to get yourself organized with your personal finances, email me at hello@melissamitt.com, and we can chat about 1:1 options
Hiya! Melissa here
Can I be honest with you?
Sixteen years ago, I was knee-deep in spreadsheets and Word doc invoices...
Business income and expenses were tangled up in my personal bank account.
If you had asked me how much I made in a year, I would have opened my checking account and filtered on deposits.
As a variable income earner for over 16 years + a personal finance meltdown, I mean it when I tell you--I KNOW money. My relationship with money used to be the "burst into tears" kind.
That's the old me.
I reversed my financial meltdown, read every book and podcast on the subject, and earned my Accredited Financial Counselor® designation.
So why did I create Getting Comfy with Your Business Finances? So you, too, can feel confident and secure about your business finances!
FAQ
Why $1599?
We will spend an hour and 45 minutes together each month for six months. 45-minute session: Go over the goal of the month (workshop style with slides) 60-minute session: Implementation session (your chance to implement what was discussed earlier & ask me questions while you’re doing so) All sessions are live. The 45-minute session will be recorded and distributed for later viewing. If you’re over your money feeling like a hot mess, let me help you solve that. We’ll walk through each step together… DWY (Done With You), if you will. So you can find your financial stride with pride. The only question left to ask is, is $1599 worth it to YOU to get those results? Whether it is or isn’t, I’m rooting for you! And, if you’d prefer to look at a more DIY option, I have a 15-page guide that you might love!
Why 6 months?
In my experience, getting momentum takes four to five-months. I opted to break things down into very clear and manageable sections that will completely change how you manage your finances! Don’t forget to peek at the outlined modules to see the whole picture.
Are you qualified?
I think about this in two facets: my street cred & my academic cred. As for my street cred… I’ve been a business owner since 2009 in one capacity or another. I have ridden the variable income roller coaster for so long that it’s as if I’m on a smooth train ride now. i.e., I’m a gal who understands an entrepreneur's financial ebbs and flows. PLUS, I’ve created so many spreadsheets it’s almost a hobby… As for my academic cred… I have my Bachelor’s Degree in Business Administration, which included Finance classes ☑️ I passed a rigorous AFC® test (Accredited Financial Counselor®) ☑️ I completed 1,000 experience hours ☑️ I officially gained my AFC® designation in January 2024 ☑️
Refund Policy?
Every entrepreneur deserves peace of mind. That’s why I offer a 100% risk-free guarantee. When you join, you have 14 days to decide if the program is the right fit for you. If, for some reason, it’s not, here’s what’ll happen: If you’ve paid in full, you’ll receive a pro-rated amount back. If you’re on the payment play, you won’t receive any additional invoices.
Additional support?
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Your wish is my command! You can purchase 1:1 sessions for $159 at any point during the group program. Also, there are three live* add-on workshops available for $97 each: Tax Preparation The Retirement Runway for Entrepreneurs Debt Repayment Strategy & Implementation *a replay will be made available if you cannot attend live
How is this different?
All our sessions are LIVE! This isn’t another pre-recorded course where you have to implement what you’ve learned on your own. You will be in a cohort of folks who are going through exactly what you’re going through. There is no cookie-cutter system or spreadsheet you’ll be forced to use. I will lay out several options for you to choose from, and you’ll select one to try out. We’ll move on to your second choice if it doesn't fit the bill.
Additional Cost?
If you opt to use a digital system (such as an app or software), that cost is not included in the group program cost.
More Questions?
Email me at hello@melissamitt.com and let's chat!
Consider this your invite!
Two calls per month for six months:
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One 45-min workshop (recordings available)
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One 1-hour implementation session
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In month six, one additional Q&A call
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Slack group specifically for your cohort
One payment of
$1599
OR
$269/month