We both started our professional journeys as Doctors of Physical Therapy, but deep down it was clear we were never going to be great employees. We wanted to control over our schedules and control over our earning potential. That led the two of us to meet via an online entrepreneur academy where we quickly became close friends, bonding over a love for the digital world and desire to build lives that we wanted to wake up to, rather than had to wake up to.
For the first several years of being in business we focused heavily on serving healthcare business owners with their digital marketing needs, ranging from running ads on social platforms to making websites to building out online courses for some of the biggest influencers in the industry.
We gained traction quickly and soon other business owners were asking if we could help coach them to grow their businesses. Over the last 3 years we have spent the majority of our time acting as business coaches to small business owners all over the country and even abroad, helping them develop their offers, implement marketing strategies, and improve their sales processes.
In the process of coaching hundreds of businesses the past 3 years, we kept running into the same problem with over 80% of our clients. They came to us with very little education on how to manage their business finances. We discovered they weren't paying themselves consistently despite record breaking revenue numbers. Savings accounts were non-existent. Most important of all, they were feeling shame and guilt around not having their money management in order that it was bleeding into other areas of their businesses and lives.
"I'll just make more next month and surely that will solve the problem." - A common phrase by business owners
Truth be told, we didn't have this all figured out at first either. In fact, there were months early on in the business where we hit new monthly revenue highs but weren't sure if we'd be able to pay our bills on time. It wasn't for a lack of funds or income potential. It was a lack of business financial acumen on our part.
After those first few months of scary financial times, we went to work. We dedicated ourselves to making sure we never found ourselves in a situation again where we weren't in control of our money. It's the first and last thing we measure every single week in our business.
This studying and implementing later served us and our clients tremendously as we were able to impart upon them the importance of business financial literacy and management. And while we loved helping our clients with income generating skills like offer design, implementing marketing strategies, and improving their sales processes, nothing gave us more satisfaction than helping business owners feel in control of their finances.
Which is what led to the creation of CEO Finance Academy, our Business Finance Coaching Program that serves business owners who want to master their money.
If that's you, we'd love to speak with you and see if we can help.
To a bright and profitable future,
- Alex and Will
The journey begins with a no pressure, judgment free call where we learn about your business, your financial goals, and if we feel that the Academy is a fit to help you reach those goals, we will extend an offer to join us.
Once enrolled in the Academy, we set up a kickoff call to build your path to profit plan, followed by weekly check ins and customized trainings for your specific business needs. You will be a part of a tribe of other business owners focused on strengthening their business financial acumen.
After 12 weeks of customized profit planning and business financial education, you will be equipped to monitor, analyze, and project your business finances in a way that gives you complete control and confidence.
Running business expenses through personal banking accounts
Not paying themselves consistently or only taking money from the business when they feel like they need it
Minimal financial tracking and a sense of guilt and shame around not taking control of the situation
Fear around not knowing how to be saving for taxes, salaries, and business growth
Not having 3 months of salary and business expenses saved should there be a dip in the business
Viewing their business as the Owner rather than the CEO making projections about the business moving forward
We both started our professional journeys as Doctors of Physical Therapy, but deep down it was clear we were never going to be great employees. We wanted to control over our schedules and control over our earning potential. That led the two of us to meet via an online entrepreneur academy where we quickly became close friends, bonding over a love for the digital world and desire to build lives that we wanted to wake up to, rather than had to wake up to.
For the first several years of being in business we focused heavily on serving healthcare business owners with their digital marketing needs, ranging from running ads on social platforms to making websites to building out online courses for some of the biggest influencers in the industry.
We gained traction quickly and soon other business owners were asking if we could help coach them to grow their businesses. Over the last 3 years we have spent the majority of our time acting as business coaches to small business owners all over the country and even abroad, helping them develop their offers, implement marketing strategies, and improve their sales processes.
In the process of coaching hundreds of businesses the past 3 years, we kept running into the same problem with over 80% of our clients. They came to us with very little education on how to manage their business finances. We discovered they weren't paying themselves consistently despite record breaking revenue numbers. Savings accounts were non-existent. Most important of all, they were feeling shame and guilt around not having their money management in order that it was bleeding into other areas of their businesses and lives.
"I'll just make more next month and surely that will solve the problem." - A common phrase by business owners
Truth be told, we didn't have this all figured out at first either. In fact, there were months early on in the business where we hit new monthly revenue highs but weren't sure if we'd be able to pay our bills on time. It wasn't for a lack of funds or income potential. It was a lack of business financial acumen on our part.
After those first few months of scary financial times, we went to work. We dedicated ourselves to making sure we never found ourselves in a situation again where we weren't in control of our money. It's the first and last thing we measure every single week in our business.
This studying and implementing later served us and our clients tremendously as we were able to impart upon them the importance of business financial literacy and management. And while we loved helping our clients with income generating skills like offer design, implementing marketing strategies, and improving their sales processes, nothing gave us more satisfaction than helping business owners feel in control of their finances.
Which is what led to the creation of CEO Finance Academy, our Business Finance Coaching Program that serves business owners who want to master their money.
If that's you, we'd love to speak with you and see if we can help.
To a bright and profitable future,
The journey begins with a no pressure, judgment free call where we learn about your business, your financial goals, and if we feel that the Academy is a fit to help you reach those goals, we will extend an offer to join us.
Once enrolled in the Academy, we set up a kickoff call to build your path to profit plan, followed by weekly check ins and customized trainings for your specific business needs. You will be a part of a tribe of other business owners focused on strengthening their business financial acumen.
After 12 weeks of customized profit planning and business financial education, you will be equipped to monitor, analyze, and project your business finances in a way that gives you complete control and confidence.
Running business expenses through personal banking accounts
Not paying themselves consistently or only taking money from the business when they feel like they need it
Minimal financial tracking and a sense of guilt and shame around not taking control of the situation
Fear around not knowing how to be saving for taxes, salaries, and business growth
Not having 3 months of salary and business expenses saved should there be a dip in the business
Viewing their business as the Owner rather than the CEO making projections about the business moving forward
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