Holistic Money Management for Digital Entrepreneurs

 IT’S THE

CASH FLOW

MANAGEMENT SYSTEM

DESIGNED TO

CHANGE YOUR LIFE

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Personalized Coaching Through the Signature Framework That Will


REMOVE THE RISK AND UNCERTAINTY FROM VARIABLE INCOME,
ALLOWING YOU TO ACHIEVE TRUE FINANCIAL SECURITY


DIG INTO YOUR PERSONAL AND/or BUSINESS FINANCES TO COMPLETELY
FORTIFY YOUR CASH FLOW AND REWRITE YOUR FINANCIAL STORY


DISCOVER YOUR POINT OF FULFILLMENT SO YOU CAN
FINALLY FEEL true financial peace & contentment


“ 

The secret to financial security is not to have more money, but to have more control over the money we presently have.

- Oscar Auliq-Ice

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 THIS PROGRAM IS FOR YOU

The purpose-driven 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’s 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.

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The Program

One!

Get started

Book your free Connection Call so we can discuss all the details and determine if this program is right for you.

If we both decide to move forward, you’ll fill out the Dream Sheet and provide some additional info so I can see the full picture of your financial situation.

 

Two!

Make the plan

We’ll discuss your Dream Sheet at length so I can fully understand your vision for your life and business.

After that, I’ll prepare your budget, short-term financial plan, and long-term financial plan for you!

No fuss, no headache. Just a plan you can follow.

 
 

Three!

Implement the system

Over the rest of the program, I’ll teach you the systems and routines you’ll use to follow your new plan!

I’ll make sure you’re equipped with what you need to be successful with your finances moving forward.

And not to worry! Each tier of this program comes with additional accountability & check-in calls following the program.


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.”


Hey girl, I'm Katie!

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 purpose-driven women how to build a profitable business that serves the life of their dreams.

And I can’t WAIT to work with you!

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Money does not dictate your lifestyle, it’s what you do to get it and how you manage your finances that determines your lifestyle.

- Wayne Chirisa 

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What this program is founded on

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 ultimate core of what I teach 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 (the big one being the You Need a Budget app!), 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 adding on 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!

 

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SHELLEY SMITH | LAUNCH STRATEGIST
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.”

Risk comes from not knowing what you’re doing.

- WARREN BUFFET 

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Your new life looks 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 Return On Investment?

 Frequently Asked Questions

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 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 this is not a bookkeeping-focused program, having an up-to-date bookkeeping system is an important part of the program! As such, we offer custom bookkeeping solutions that can be built into your Cash Flow Strongholds experience - if you need backlog bookkeeping, Quickbooks/Wave 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!

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!