Business Owners Advocate, Not A CPA
Mindset Makeover and Personalized Goal Setting!

Business Owners Advocate, Not A CPA

In the world of entrepreneurship, financial clarity is crucial, yet many business owners find themselves overwhelmed by the numbers. As someone frequently asked if I am a CPA, I understand the confusion. While I am not a CPA, my journey and purpose have led me to develop a unique approach that goes beyond traditional accounting.

Here are seven key things I teach that you won’t find on the CPA exam:

  1. Create a List of 100 Things to DO, BE, and HAVE:
  2. What Do You Want?
  3. Why Do You Want It?
  4. How Much Does It Cost?
  5. Decision-Making:
  6. Pay Yourself:
  7. Certified Jack Canfield Trainer:

Many people start a business for legacy, purpose, time freedom, and money freedom but get bogged down in the daily grind. They lose track of why they started their business in the first place. My mission is to help you work on your business, not in your business. For example, if you want someone to handle your marketing, we’ll figure out who you like and how much it costs. Then, we'll determine how many clients you need to cover that expense.

In conclusion, here are four key takeaways:

  1. Know What You Want:
  2. Know How Much It Costs:
  3. Know Your Break-Even Point/Your Numbers:
  4. The Money Mindset Makeover:

Thank you for reading. If you have any questions or want to learn more about how I can help you achieve financial clarity and business success, feel free to reach out. Your journey to a fulfilling life and successful business starts with a clear vision and purposeful actions.

You Got This,

Becca

Business Owners Advocate: Financial Literacy and Personalized Accountability


P.S> Thank you Brenda Ryan for inspiring me to change my title last minute. My business name and purpose have everything to do with Advocacy, I need to encourage it :)


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