I know that you will experience greater levels of success when you combine an awesome tool with easy support and super valuable training.  One really doesn’t work without the others, and with ProfitBoard, you get everything listed below, for one low monthly investment.  

(And, when you enroll now, into the Founder’s Circle, you receive an incredible discount! We are almost full so it will be closing soon – don’t miss out on this great opportunity!) 

Our first step together is a Profit Session: 2 calls of about 30 minutes each.  

We begin with a 1-1 call with myself and/or my team, where we will dig deep into your metrics.   And make them meaningful to you.

We will also begin the customization of your ProfitBoard, connect in your existing platforms, and learn more about your business.  You’ll walk away from this session knowing exactly what you need to track in your business to meet your unique goals!  

During your second session, we’ll unveil your ProfitBoard, show you how to use it, and guide you to your next steps for maximum profitability.  

(We also record both of our sessions together – so you can go back and reference them at any time!)


You’ll also receive access to short, easy to implement (fun!) training.  

Topics like:

My proven tips for setting up your QB or Xero for easiest profit tracking (use yourself or with your bookkeeper)

How (and how much) to pay yourself as the CEO

Your Multiplier  – what it is + how to use it (It’s the most important number you MUST know for your business)

Easy cash flow management 

How to hire and best work with your bookkeeper + CPA

It’s ever growing based on what our members need to learn.

+ Plus + Awesome Support:   

Each Month, I will focus on one metric or training to do a deep dive,and then the lines will be opened up for you.

Use this time to ask me all of your questions, get support, or take a turn in the hot seat.

Bring your business questions and let’s work them out together.

Have a question that can’t wait for the monthly call?

You can get support each day in the private members only Facebook group.

Our whole team is in here to support you – and you can also surround yourself with a group of people who are focused on their profit – that’s powerful!

Working with a new software? Need another metric added to your dashboard?

No problem – and no extra fees.

Our unlimited technical support makes it super easy for you to get the support you need so your ProfitBoard grows and changes right along with your business.

What is the investment? And what the heck is the Founder's Circle?

The Founder’s Circle is a way for us to reward the early adopters of the program by offering a great discount!

While our regular price is $497 for the first month and $97/month to maintain access, as a member of the Founder’s Circle, you pay only $197 – and as long as you remain a member, you ‘ll never pay more than $57 for your access – no matter what our rates increase to.


What if I am just getting started in my business?

That’s awesome.  In fact, I can’t think of a better time to start your tracking!  One of the most common things I hear from clients who are using the tool is “I wish I would have started doing this years ago…imagine how much more successful my business would be today!”

Do you connect with all of the software I am using in my business?

We have a very extensive list of software we are currently connected to.  And, a wish list of things that our developers are working on.  So, even if we don’t connect with yours today – that doesn’t mean that we won’t next month.  And, most times, we have a pretty easy work around for you to use while we are building out the connection.

The choice is yours…



Boring Spreadsheets & Financial Reports



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