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IT’S THE CASH FLOW MANAGEMENT SYSTEM DESIGNED TO CHANGE YOUR LIFE

THIS 3-MONTH 1:1 COACHING PROGRAM WILL . . .

  • REMOVE THE RISK AND UNCERTAINTY FROM VARIABLE SELF-EMPLOYMENT INCOME, ALLOWING YOU TO ACHIEVE TRUE FINANCIAL PEACE AND SECURITY!

  • DIG INTO YOUR PERSONAL AND BUSINESS FINANCES TO COMPLETELY FORTIFY YOUR CASH FLOW AND REWRITE YOUR FINANCIAL STORY.

  • DISCOVER YOUR POINT OF FULFILLMENT SO YOU CAN FINALLY FEEL LIKE YOUR BUSINESS IS SERVING YOUR LIFE.

 
 
 

THIS PROGRAM IS FOR YOU

 

The heart-led entrepreneur, who started this business to change her life.

The free spirit, on the journey of ditching the “9-5 life” to rely on her business full-time.

The creative soul, who feels frustrated that the numbers never seem to line up in her favor.

This is the program for the girl on a mission to rewrite her life story.

 

SO HERE’S HOW IT WORKS :

 

{step one}

Click the pink button and fill out the form to book your free Client Connection Call.

This program runs quarterly, which means any inquiries are for booking in the following quarter (starting in January, April, July, or October). This can be a great way to plan ahead and save up! ;)

{step two}

Once we’ve answered your questions and ironed out the details, we’ll move through the logistics! You’ll receive a contract, your first invoice, and the Dream Sheet questionnaire to fill out before our first call in the new quarter. This is also when we’ll set up our private Slack channel for ongoing, instant communication!

{step three}

We’ll start with a 90-minute Kick-Off Intensive to hash out the vision, cover the groundwork, address your mindset, and dive into the first stages of the process: your personal finances! You will receive a recording of the call as well as detailed call notes and a little bit of homework!

{step four}

We’ll then space out the next four calls bi-weekly and move through the main focuses of the program: your personal financial plan, your business finances, creating a powerful and functional budgeting system, building a business revenue plan, developing new routines, making financial decisions moving forward, and more! Again, each call comes with a recording, detailed notes, and a little bit of homework!

{step five}

We’ll finish with a shorter Wrap-Up call to finalize your final questions and any lingering issues! After that, working the plan is up to you - however, you also have a complimentary year of quarterly check-in calls, which I highly recommend you take advantage of so I can continue to walk with you on your journey!

 
 

Investment: $500 deposit to reserve quarterly slot
+ $499/month for 3 months during the program.
20% discount available for those who pay in full up front (we love cash flow)!

 
 
 
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Nap lover, buffalo wing addict, and overly-obsessed dog mom.

At one point in my life, I was crazy enough to get an accounting degree even though I’ve always been a creative soul.

I quickly learned that public accounting wasn’t the career for me, but that didn’t stop me from developing a passion for helping entrepreneurs with their money!

Now, I’m on a mission to remove the risk and uncertainty of self-employment income and teach heart-led girl bosses how to build a profitable business that serves the life of their dreams.

I take a holistic approach to money management by addressing all aspects of your personal AND business finances, helping the two to work together!

And I can’t WAIT to work with you!

 
 
 
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ELLEY MAE | BIZ SUCCESS COACH
ELLEYMAE.COM

“The second I saw Katie was offering Finance Coaching Calls, I knew I had to book. Despite our timezones being way off (I'm in Australia), I emailed Katie & she was kind enough to work with me at 7PM!

Having someone like Katie - someone as smart, witty & authentic - work with me and teach me ways to track my finances, manage my finances and actually feel good about my finances, now that's an investment worth making! Honestly, Katie made me feel so at ease with everything throughout our call… She's like a best friend & that's not something you can find just anywhere.”

 
 
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WHAT DO YOU LEARN IN THIS PROGRAM?

Cash Flow Strongholds is a blend of every money philosophy and financial principle I've studied over the years. I'm not just teaching you one system that someone else created - you can go read a book for that. 

Rather, I take a holistic approach and integrate what I've learned studying business finance, personal finance, bookkeeping, tax, accounting, budgeting, debt, organization, planning, and more!

The foundation for my teachings are the Profit First system for business finance and Dave Ramsey teachings for personal finance, with a few other experts sprinkled throughout. But these teachings have been adapted to fit the needs of creative-type entrepreneurs like me and you!

I'm going to teach you the fundamentals, but I'm also going to customize to fit who you are. I'm going to give you the tools and systems you need, and we're going to build it all into one cohesive system that you can maintain like the CFO-boss I know you are.

(It's also worth noting that this system is BEYOND bookkeeping. We can discuss bookkeeping solutions if you need it, but this program is focused more on managing the money you have coming in, not just tracking it!)

So if that answers your questions and assures you that this is the program for you, hit the button below to fill out your application! It'll only take a minute!

 
 

Investment: $500 deposit to reserve quarterly slot
+ $499/month for 3 months during the program.
20% discount available for those who pay in full up front (we love cash flow)!

 
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SHELLEY SMITH | Squarespace Designer & Copywriter
shelleysmithcreative.com

“I’m a creative entrepreneur and I’ve been running my own business for nearly a decade, but business finance has always been something that’s really scared me – I mean like properly freaked me out! I’ve always outsourced my bookkeeping and accounting, and I’ve been pretty terrible about keeping an eye on my business numbers. But I eventually realised that this confusion about money and finances was becoming a huge success-limiter.

So when Katie first offered her business finance coaching, I snapped up the opportunity. She helped me to set some clear financial goals for my business and to put processes in place to realise those goals . . .

And I think most importantly, her calm and friendly character, combined with her thorough and practical approach to business finance, has made me feel a whole lot less fearful about managing my business’s finances.”

 
 
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HERE’S WHAT YOUR NEW LIFE WILL LOOK LIKE

 
  • Never letting another dollar slip through the cracks.

  • Paying yourself a consistent salary.

  • No more swiping your emergency business credit card.

  • Never wondering if you can afford your next investment.

  • Live on LAST month's income - so you can breathe a little!

  • Paychecks that don't go to waste - your personal finances will be as pristine as your business'.

  • Following a debt payoff plan that speeds up your debt freedom exponentially!

  • Knowing your financial priorities so you can make ALL your dream come true - without struggling to do it all at once.

And so much more!

How’s that for ROI?

 
 
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Frequently Asked Questions



WhEN CAN I GET STARTED?

Cash Flow Strongholds is a 3-month program that runs quarterly, meaning that I start its clients in January, April, July, and October of each year! So if you come to me in February to book, we’ll start right in the beginning of April. If you book in June, we’ll start July! This allows me to keep things simple and streamlined on my end, and it allows you to plan ahead and even save up for the program, if you need to. ;)

What is the investment for this program?

This program requires an initial payment of $500 to secure your spot in the upcoming quarter. Then, once we start the program (in January, April, July, or October) you’ll begin paying $499/month for the three months of the program. This is broken down this way to space out the payments and make it easier for you to get the cash flow help you need - but know that you and I will be working together to remove your dependence on payment plans in the future! ;)

If you pay the full amount in cash (no credit cards!) up front, I’ll give you a 20% cash discount just to reward your cash flow prowess!

WILL YOU TEACH ME ABOUT MY CREDIT SCORE / GETTING APPROVED FOR LOANS?

Short answer, no. Long answer, I believe in debt-free living. Perhaps a little extreme, but my husband and I have made a personal decision to eliminate all forms of debt - including credit cards! While I encourage my clients to consider this possibility, I do not pressure you. Credit-free living is a bit of a lifestyle commitment, and that’s a choice you’re going to have to make. But I will not encourage use of credit or debt reliance. Instead, we’ll talk about what debt-free living looks like, as well as how to pay off your current debts and be smart with your money moving forward! If you choose to continue using credit cards, I’ll at least help you create a system so that you can make all your payments on time!

WILL YOU HELP ME WITH INVESTMENT ADVICE?

Investing is a totally different field of finance, and I don’t venture into this area. I took an investments class in college where we ran through a portfolio simulation…trust me, you don’t want my advice! Look for a professional in your area for this kind of information.

Can you teach me how to use quickbooks / do my own bookkeeping?

While my professional experience was in bookkeeping, I’ve moved on from that world! It’s simply not my zone of genius - but that doesn’t mean we can’t work something out! I’ve partnered with someone who does thrive in the bookkeeping world, and we offer custom solutions that can be built into your Cash Flow Strongholds experience - if you need backlog bookkeeping, Quickbooks training, or monthly bookkeeping moving forward, let me know about it during our Connection Call and we’ll see what we can work out.

I have tax questions, can you help me with my specific tax situation?

Always happy to share what I know! The CPA firm I worked at specialized in tax preparation, and I’ve prepared more than a few returns myself. I can teach you how taxes work, how your business will affect your taxes, ways you need to prepare, ways to organize your records, etc. However, if you’re looking for in depth, personalized tax strategy and tax preparation services, I’ve partnered with a U.S. tax pro for that! Head over here to meet Melissa Whaley, and let her know I sent you!

Is This Refundable?

Once the program has begun, refunds cannot be processed - the investment covers my time and the information I deliver to you, which can’t be taken back. However, if you feel like you are unable to begin the program after your $500 deposit has been made, we can discuss rescheduling or I can issue you a refund. But know that I FULLY believe in this program, so I’m going to do everything I can to help get you through it - it can change your life, I swear!

Don’t see an answer to your question?

Send over a quick email to katie@thelazysource.com and I’ll do my best to ease your worries!

 
 

Investment: $500 deposit to reserve quarterly slot
+ $499/month for 3 months during the program.
20% discount available for those who pay in full up front (we love cash flow)!

I understand! If you’ve read this far, it’s probably because you have cash flow problems.

If Cash Flow Strongholds is a bit too much for you right now, you’re in luck!

I’ve designed my mid-level coaching program, Your Budget Kickstarter, exactly with you in mind.

It’s essentially the first phase of Cash Flow Strongholds for a fraction of the price!

Plus, you can upgrade to Cash Flow Strongholds later and the cost of YBK will be credited towards the full investment.

Learn more here!


 
 

I can’t wait to work with you! Talk soon!

- Katie Scott