Getting Comfy with Your Business Finances™
a coaching cohort for service-based solopreneurs DIYing their books
Melissa created such a nurturing and clear space for learning, allowing me to feel more confident and empowered in my financial journey. I now have clear goals and a renewed sense of excitement about my business finances.
~ Human Design Coach
You know "just get Quickbooks" is terrible advice, right?
Business finances can be so very complicated. 🫠
Especially when you see numbers here, numbers there, numbers numbers everywhere… 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 make sense of your business finances with an expert beside you the whole time?
Getting Comfy with Your Business Finances™
...so you can stop spending time clunking around with your business finances pretending to make sense of it.
Here’s what you can expect to achieve:
✔️ The ability to confidently track income & expenses
✔️ Having everything buttoned up for your tax preparer
✔️ Receipts labeled and easy to find
✔️ Looking in the mirror & saying “Damn! I’m good with money!”
And a byproduct of all that…
✔️ The confidence to share your prices with your clients, because now you’re comfy with money
Allow me to introduce...
Getting Comfy with Your Business Finances™
October 13-November 17, 11a PT/1p CT/2p ET sessions
(timing is flexible if the group prefers alternate days/times)
Six Weekly Group Coaching Sessions
Five Modules
One Community of Entrepreneurs
Week One: Orientation +
Discovering Your Relationship with Money
You’ll get to know everyone in the room (because trust is a huge part of this process) + 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 will set the stage for us!
Week Four:
Running Reports
Want to be in the know... I've got you! Being able to run monthly reports for your business is crucial to long-term success!
Week Two: Getting Familiar with QuickBooks
Implementing a system is good, but understanding how to use it is better. We’ll walk through the important parts of QuickBooks, because it can get overwhelming fast!
Week Five:
Accounting for Taxes
Ensuring money is set aside for taxes and not being hit with a surprise bill will change the game for you!
Week Three: Knowing Your Business’s Numbers
Understanding what money comes & goes in your business is foundational, so let’s dive in!
Week Six:
Wrap Up + Q&A
There will be loose ends, and this is the perfect time to make sure you’re feeling good!
$1599
payment plans available through Affirm & Klarna
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 dive deeper, 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
How is this program different?
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. Quick modules. Fast action. Implementation. Accountability. All with a Financial Consultant by your side!
Additional support?
Your wish is my command! You can purchase 1:1 sessions for $259 at any point during the group program.
Refund Policy?
Every entrepreneur deserves peace of mind. When you join, you have 7 days to decide if the program is the right fit for you. If, for some reason, it’s not you’ll receive half of your money back.
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Melissa, 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 ☑️
Additional Cost?
Yes-ish. Your QuickBooks subscription is not covered in this program.
More Questions?
Email me at hello@melissamitt.com and let's chat!