NO MORE EXCUSES.
NO MORE BLOWING OFF THE MONEY STUFF.

You promised yourself this year would be different. That you would make time for your finances. Quit ditching out on the money stuff. Actually get shit done.

But your finances are STILL not organized. You’re STILL distant and confused by your money. And you STILL don’t have the time to learn all the things AND implement them.

But what if you could learn the money stuff and take action at the same time? What if you could walk away from a class without homework to do, but instead, have the work already done?

INTRODUCING THE MONEY MASTERCLASSES:
A MASTERCLASS SERIES DESIGNED TO GET YOU
TO TAKE ACTION FOR YOUR MONEY

The Money Masterclasses are not your typical classes. Instead of learning something that you’ll vaguely remember later, you’re going to learn a process and do it at the same time. It’s a hybrid of a class and a co-working session. I will teach you a process and for each step, you’ll stop and do the work.

HERE’S HOW IT ALL SHAKES DOWN:

YOU'LL HAVE INSTANT ACCESS TO THE MASTERCLASS AS SOON AS YOU ENROLL

WHEN YOU ENROLL:

You’ll receive a pre-class worksheet of information or materials that you need to prepare and a workbook with important resources and tools that you’ll use during the class. You will also receive a link to access the class recording.

DURING THE CLASS:

I’ll teach you one step of the process and then you’ll pause and you’ll DO the work. Each stage of the class builds off the last. You’ll finish the class having completed one major process for your business finances.

AFTER THE CLASS:

You’ll have lifetime access to the recording so you can review the process anytime you need to.

Each class stands on its own and is based on a topic I’m frequently asked about. You can sign up for all four classes in the series (and get a sweet discount) or individual classes.

Keep reading for more details about each of the masterclasses.

SINGLE MASTERCLASS: $97
MASTERY PACKAGE: $297 ($75/CLASS)

DESIGN YOUR PERFECT BOOKKEEPING SYSTEM 

You’ll learn to:

  • Assess your current bookkeeping system (in whatever state it’s in!) and identify the most emotionally exhausting and physically time-consuming processes.
  • Implement a bookkeeping system that will evolve with your business, even as your goals and business model changes.
  • Plan automations and integrations that work together seamlessly, without becoming a tangled up hot mess.

In class, you’ll:

  • Audit your current bookkeeping system and eliminate the processes that are no longer working for you.
  • Identify what software features are non-negotiable and what features you can skip (stop wasting money on things that you don’t need!).
  • Define your processes for each step of your bookkeeping and choose the best software to streamline them.
  • hat integrates into one central financial hub. No more Frankensystems!

You’ll walk away with a:

  • Detailed systems and automation map for your future bookkeeping system.
  • Master software list.
  • 30-day action plan to implement your new bookkeeping system.

This class is for you if:

  • You’re sick of logging into five million places every time you want to track your financial data.
  • Your bookkeeping requires a lot of manual entry and it’s taking you way longer than you think it should.
  • You can’t find the financial information that you need because everything is scattered between platforms.
  • You’ve been trying to figure out which bookkeeping system is ‘the best’ and still don’t know what to use (spoiler alert: there is no ‘the best’. It all depends on your business).

PICK THE RIGHT LEGAL ENTITY FOR YOUR BUSINESS

You’ll learn:

  • The tax structure of the most popular small business entities, including sole proprietor, LLC, and S corp.
  • The financial and legal considerations for each entity and how to know when it’s time for an entity change.
  • How the process of switching entities really works and the nuts and bolts of all the things you need to do when you switch entities (there’s more to it than you think!).

In class, you’ll:

  • Complete a tax analysis for each entity type to see which entity is the best fit for your business right now (and which may be better for you down the line).
  • Calculate the additional costs involved with an entity change to see if you can afford the one-time and recurring fees.
  • Identify the unique pros and cons of each entity for your business.
  • Make a list of all the tasks involved with an entity change for YOUR business and create a realistic timeline based on your financial and time resources.

You’ll walk away with a:

  • Entity comparison sheet for your business, showing you how each entity affects your taxes and your ongoing expenses.
  • Road map for planning your entity change, including key milestones you’ll need to meet before switching entities.
  • Post entity change checklist of all the tasks you’ll need to perform in the event of an entity change.

This class is for you if:

  • You have no idea how your business is taxed and why your taxes are so high.
  • You want to know how to lower your small business taxes because taking deductions just ain’t cutting it anymore.
  • You’ve heard about the elusive S corp and you’re wondering if it’s as hyped up as it’s made out to be.
  • You’re planning to change entities in the next year but don’t know how to do it or even what that entails.
“I just finished listening to the “Pick The Right Legal Entity” module. It’s AMAZING!!! You explained things so well. There are so many important things that I don’t know but I don’t even know that I don’t know it!”

PRICE YOUR PRODUCTS & SERVICES FOR PROFIT

You’ll learn:

  • The process for calculating a price for your product and services that covers your costs, operating expenses, and pays YOU a fair wage.
  • How to ensure that your pricing strategy generates enough profit to cover your tax payments, owner pay, and business debt payments.
  • How to fine-tune the price of your products or services so that they are competitive in your market and still sustainable for your business.
  • To plan for incremental price increases so that you can reach your perfect price point without losing customers.

In class, you’ll:

  • Calculate the costs of each of your products or services.
    Identify your overhead costs and build these costs into the pricing of each product or service.
    Conduct a time analysis for each of your product and service and use this analysis to set a fair rate for yourself.
    Adjust your pricing based on your market and competitors without sacrificing your financial stability.
    Develop a long-term plan for increasing your prices so you hit your financial goals and retain customers.

You’ll walk away with a:

  • Cost analysis of each of your products and services.
  • Time analysis for each of your products and services
  • Finalized price list for each of your products and services.
  • Price increase strategy and timeline.

You’ll walk away with a:

  • You’ve never gone through a formal pricing process for your business that includes your costs, operating expenses, taxes, and owner pay.
  • You vaguely know how long your products or services take to produce but you’re starting to worry you’re only paying yourself $5/hr.
  • You’re working all the time but still can’t cover your business expenses or pay yourself.
  • You’re worried that if you raise your prices you’ll lose clients so you just work harder instead.

“Just wanted to say thanks again for hosting the class last week! It was super helpful and exactly what I was hoping for! It helped me so much! I feel so much more confident in some of the decisions I need to make.”

CREATE A SUSTAINABLE SALES AND OPERATING BUDGET

You’ll learn to:

  • Make a sales plan for the next 12 months that’s based on real numbers, not just hopes and dreams.
  • Create an operating budget that dynamically reflects the ebbs and flows of your business and leaves room for unexpected expenses.
  • Assess the sustainability of your operating budget and adjust it to realistically fit the needs of your business and personal finances.

In class, you’ll:

  • Create a 12-month sales plan with a detailed monthly breakdown of your sales for each product and service.
  • Identify your monthly and annual fixed and variable expenses, as well as your essential and non-essential expenses for each expense category.
  • Identify unnecessary expenses in your business and eliminate them.
  • Determine how much profit you *really* need to make each month and adjust your budget to meet this need.

You’ll walk away with a:

  • 12-month sales plan.
  • 12-month operating budget.
  • List of expenses that you will eliminate from your business.

This class is for you if:

  • Every time you make a budget you give up halfway through.
  • You’ve made a budget before but then realized that it made absolutely no sense for your business so you ditched it.
  • You have a monthly sales goal but aren’t really sure how to make it happen.
  • You feel like you’re bleeding money and seriously need to reign in the spending, but where?

ENROLL NOW!

OR CHOOSE THE MASTERY PACKAGE

WHAT HAPPENS AFTER YOU ENROLL:

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YOU'LL RECEIVE A CONFIRMATION EMAIL WITH THE LINK TO INSTANTLY ACCESS THE CLASS.

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AFTER LOGGING INTO THE CLASS YOU'LL DOWNLOAD THE WORKBOOK AND PRE-CLASS WORKSHEET AND PREPARE FOR THE CLASS.

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DURING THE CLASS YOU WILL BE PROMPTED TO PAUSE THE VIDEO AND COMPLETE ONE STEP IN THE PROCESS. BY THE END OF THE CLASS YOU WILL HAVE COMPLETED THE ENTIRE PROCESS.

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YOU’LL HAVE LIFETIME ACCESS TO THE CLASS AND CAN REWATCH THE RECORDING AT ANY TIME.

WHAT PEOPLE ARE SAYING ABOUT ANDI:

Andi took all the boring out of learning about business and I’m actually doing all the things I needed to have been doing from the beginning and seeing such and improvement!

OMG, Andi’s blog has changed my life.  I was so overwhelmed and intimidated, I was actually considering giving up the whole venture. Andi’s blog has made me feel FOR THE FIRST TIME like I can actually do this. Her approach, VOICE, the tone of her writing and the way she presents such user-friendly tools and templates has revolutionized the way I approach my business.

OMG, I can’t say enough about how amazing I think Andi is! Not just an incredible wealth of information, but so clear, concise, organized, and pleasurable to learn from/watch/be with. And she is the opposite of overwhelm, presenting the top four things to know/do and making them seem easy. Love love love Andi and her work!

Andi’s training was so great! I really enjoyed the information and the fun and colorful slides. I finally felt like I could follow along.  also really love action points. I get so sick of folks explaining shit and then I am left like, ok what do I do now. I loved how energetic she was and how accessible her tools are. So great and one of my favorite facilitators so far.

I LOVED how practical Andi’s training was, and there were a few really helpful pieces of orienting information. So much that was so useful and I wouldn’t have muddled into on my own without a lot of suffering first!

My biggest takeaway from Andi’s training is that I can actually do this. I keep all my cash in my closet and have refused to look at my finances. It felt too overwhelming. I alsAo didn’t know where the hell to start with taxes and when I asked people to help they just spit out a bunch of words that I thought I didn’t understand. It felt like mashed potatoes in my head. The way Andi explained it was so helpful and I realized that I actually know more than I expected.

I'M ANDI! I'M A PROFESSIONAL BOOKKEEPER & RECOVERING FINANCIAL HOT MESS

Hi money friend! I'm Andi and I teach rad self employed folx to take control of their finances so they can step into their personal power. I've helped hundreds of small business owners organize and understand their business finances, while also uncovering their emotional relationship with money.

My core belief is that when business owners are engaged with their finances, their personal awareness around money deepens, creating more sustainable and authentic businesses. I love helping people connect with and feel good about their finances- no matter how many dollars are in their bank account.

When I'm not nerding out about numbers, I'm walking my muppet rescue dog with my wife, devouring YA novels, volunteering for causes I believe in, and, most of all, living life with passion and purpose.