From concept to paying customers, Carrie will guide you every step of the way in creating a sustainable, profitable business. Through a process of rigorous coaching based in financial reality, you will learn how to align with your core values and create the business of your dreams.

Our work together includes:      

• Guidance for customized set-up of business finance software 

• Michael Gerber’s book E-Myth Revisited

• Email access to Carrie between appointments

• Access to Carrie’s personal network of talented professionals from web designers, branding experts, marketing experts, CPA’s, bookkeepers, professional organizers, remote IT support, virtual assistants, executive assistants and beyond

• A myriad of tools including Money Script Inventory, MONIE$ (map of non-monthly income and expenses), Needs vs. Wants, and an Action Plan. You will be offered Money Affirmations, Values Clarification, and a Holistic Approach to Debt, Savings, and Net Worth. Other resources include Gratitude and Success Journals, 3 Stages of Wealth, 4 Solutions to a Shortfall and 5 Reasons We Overspend, Stress Inoculation, Financial Partnership Questions, Advanced Life + Money Questions, Legacy Intervention and Small Business Finance Routines.

We will cover:

• Setting goals and timelines for what you want to accomplish and need to do in your business

• Creating systems

• The do’s and don’ts of networking

• Marketing necessities

• Rate setting

• Tax planning 

• Emotional and psychological side of entrepreneurship

• Letting go of “Money Fog” – avoidance and fear of money

• Practicing financial awareness on a consistent basis

• Creating and maintaining a flexible monthly business spending plan (a.k.a. budget)

• Developing a debt repayment plan, if needed

• Handling fluctuating income

• Saving for Non-Monthly Expenses, a Safety Net, and Retirement

• Laying the foundation for your short and long-term business financial plan

• Mastering financial tools and distinctions

• Self-care