More money, More focus, Less Overwhelm
Have you always dreamed of running a profitable business but have no idea HOW to get there?
You woke up this morning to a payment notification. Woohoo… but one sale is SO not enough. You need more sales, but you’re not sure how many more or how to even make that happen.
You’re stressed because you’re barely scraping by and your biz is DEF not paying you what you need. Oh yeah, and then there’s paying your taxes, saving money, paying off the credit card- who has the money for all that?!
The struggle is real, my friend!
DOES THIS SOUND LIKE YOU?
THE ONLY CLEAR SALES GOAL YOU HAVE IS “MORE”
YOU PAY YOURSELF SPORADICALLY AND WIND UP TRANSFERRING THAT MONEY BACK TO COVER BILLS
YOU’RE STILL OFFERING SERVICES THAT YOU HATE BECAUSE YOU DON’T KNOW HOW TO MAKE THE SWITCH
YOU HAVE SO MANY IDEAS FOR HOW TO MAKE MORE MONEY AND DON’T KNOW WHICH ONE TO FOCUS ON
YOU FEEL HOPELESS (AND A LITTLE DESPERATE) WHEN IT COMES TO FIGURING OUT HOW TO MAKE MORE MONEY
WHAT IF YOU HAD A ROAD MAP FOR GROWING YOUR BUSINESS THAT ACTUALLY FELT DOABLE?
You don’t need to feel like you’re fumbling around in the dark as you grow your business. And you don’t need to keep trying anything and everything to make the money you need. With clear income goals, you can focus your energy on strategies that will increase your profit and connect you to your passions.
PICTURE THIS: YOUR BUSINESS IS MAKING ENOUGH MONEY TO PAY YOU, COVER ITS TAXES, AND SAVE FOR THE FUTURE
YOU’RE GETTING PAID A SUSTAINABLE SALARY FROM YOUR BUSINESS EVERY MONTH
YOU’RE ONLY DOING WORK THAT YOU LOVE AND IS ALIGNED WITH YOUR DEEPEST DESIRES
EVERY ASPECT OF YOUR BUSINESS FINANCES IS THRIVING, NOT JUST SURVIVING
MAKING MORE MONEY ACTUALLY FEELS LIKE MORE AND YOU STOP LIVING IN A SCARCITY CYCLE
YOU’RE CRYSTAL CLEAR ABOUT THE ACTIONS YOU NEED TO TAKE IN THE NEXT 6 TO 12 MONTHS TO REACH YOUR INCOME GOALS
YOU CAN MEASURE YOUR TRACK YOUR PROGRESS
INTRODUCING OMG! PROFIT PLAN: AN INCOME FORECASTING SESSION WITH ANDI THAT CREATES A REALISTIC SALES PLAN FOR YOUR BUSINESS
I created OMG! Profit Plan to take away the overwhelm of growing your business and show business owners that reaching their financial goals isn’t as hard as they think.
You’re here, doing this business thing for a REASON. Overwhelm leads to burn out and hopelessness. These things keep us small, scared, and complacent. I want you to step out of that space so you can show up authentically in your business.
OMG! PROFIT PLAN IS A 90 MINUTE ONE ON ONE SESSION WITH ANDI. HERE’S WHAT HAPPENS FROM START TO FINISH:
BEFORE THE SESSION:
- You’ll book your session using this link and pay for the session at the time of booking. Immediately after booking you’ll receive a confirmation email with a questionnaire.
- You’ll fill out a detailed questionnaire about your business so we can use our time for the good stuff- figuring how you’re going to make the money you need.
DURING THE SESSION WE'LL:
- Meet for 90 minutes via Zoom
- Make a budget and owner pay schedule based on your current finances so we can accurately plan how much you need to grow your business.
- Forecast your income for the next 6 and 12 months so you have specific and measurable milestones to track as you work towards your goals.
- Assess how your expenses and taxes will change as your income grows so you have enough money to cover these costs AND pay yourself.
- Develop a 6 and 12-month savings plan, debt payoff plan, and owner pay schedule so you know exactly how much to save, take personally, and reinvest in your business.
- Identify the top 3 priorities in your business for the next 6 and 12 months so you can focus your energy on activities that move the financial needle and stop getting distracted.
AFTER THE SESSION YOU'LL RECEIVE:
A recording of our call and copies of your income forecasting worksheets so you can repeat the process on your own and continue to grow your income.
A summary of your sales plan, income projections, and action steps so you can quickly review your financial goals, milestones, and priorities while tracking your progress.
Thanks a million for your support in making my big wild dreams come true! I can already feel the empowering effects of our session; we’ve been making great progress on the half-day trainings, and yesterday was a record in coaching profits because I charged my executive rate for the first time.
Now I feel like I have a plan to support my vision. Plus I just shared it with my business partner and she’s totally on-board to make it all happen, and excited to have clear goals for our collaboration.
Crystal Fry, Leadership & Life Coach, CrystalFry.com
YOUR INVESTMENT FOR OMG! PROFIT PLAN IS $349
Check out what past clients are saying
Andi makes it easy to figure out where your business is, and gives you the tools to make better decisions not just for your money but for your business to meet your goals.
I LOVED being able to break down how to shift the income in my business to put my business to work for me, instead of vice versa.
Brandi Johnson, Marketing Coach, Hey Brandi
I have a better understanding of what I need to do on my end in order to pull off my business financial goals.
Andi is just so AMAZING! My favorite part was completing the forecasting worksheets
Deanna Mason, Refreshed Moms
This was one of the best investments I made when launching my business!
I knew I wanted to create a financial infrastructure that would support both starting and growing my business but wasn’t sure where to start. Andi helped me put together a monthly budget that supported my various priorities, in my case, paying myself regularly, saving for vacations and building a buffer, and paying off start-up debt.
The consultation gave me a flexible framework that I could immediately start using to organize my finances. I’ve since recommended her to all of my friends entering into private practice.
REACHING YOUR INCOME GOALS ISN’T AS HARD AS YOU THINK
Right now, you’re thinking of your financial goal as a big, unattainable number, but what we’re looking at is HOW you’ll reach that number. When you break down that insurmountable number into small action steps, your goals become more doable and you make progress faster.
INCOME FORECASTING IS MORE THAN JUST DOING SOME MATH- IT’S A VALUES-BASED BLUEPRINT FOR INCREASING YOUR INCOME
The biggest mistake people make when setting financial goals is not looking at their finances holistically. They forget that when their income goes up, so do their expenses and taxes. Earning more doesn’t translate into taking home more.
That’s what makes my method different. It isn’t just some math to figure out how to meet your income goals, it’s a holistic process that takes into account ALL of your financial needs and your values.
Sure, we can figure out how you can make money, but if you don’t feel good about how you’re making it, what’s the point? Your Profit Plan needs to be aligned with what you care about most so you build an authentic business that aligns with your core values.
My favorite part of the session was being able to make decisions about important business money items (cushions, vacation pay, etc) that I would never have thought about before.
Through income forecasting sessions you get a very realistic understanding of how you need to run your business money!
Jennifer Noble, Ph.D., Clinical Psychologist
OMG! PROFIT PLAN IS PERFECT FOR SERVICE PROVIDERS AND ONLINE ENTREPRENEURS WHO WANT A PLAN FOR GROWING THEIR BUSINESS LIKE…
COACHES & CONSULTANTS
WEB & GRAPHIC DESIGNERS
BOOKKEEPERS & ACCOUNTANTS
AND MANY MORE!
KNOWING WHAT YOUR SALES GOALS ARE, AND WHEN YOU NEED TO MEET THEM, KEEPS YOU ON TRACK FOR INCREASING YOUR PROFIT
When it comes to growing your business, there are so many choices you can make- it’s overwhelming to know what to do first. OMG! Profit Plan helps you get clear on what’s most essential and where to focus your energy. .
After OMG! Profit Plan You’ll Know
HOW MUCH YOU CAN AFFORD TO PAY YOURSELF RIGHT NOW AND AFTER YOU HIT YOUR INCOME GOALS
EXACTLY HOW MUCH YOU NEED TO EARN IN 6 AND 12 MONTHS TO COVER YOUR EXPENSES, TAXES, SAVINGS GOALS, AND PAY YOURSELF
WHAT YOUR SHORT AND LONG TERM SALES GOALS ARE FOR EVERY PRODUCT AND SERVICE THAT YOU SELL
IF AND WHEN YOU SHOULD RAISE YOUR PRICES (AND BY HOW MUCH)
HOW TO TRANSITION AWAY FROM SERVICE THAT YOU LOATH INTO SOMETHING YOU LOVE WITHOUT TAKING A HUGE FINANCIAL HIT
THE BEST WAY TO ALLOCATE THE MONEY YOU MAKE BASED ON YOUR FINANCIAL GOALS (NO BLANKET PERCENTAGES HERE)
I’m Andi Smiles, small business financial consultant and recovering financial hot mess
For 10+ years, I’ve been a professional bookkeeper, small business financial consultant, financial educator, and featured writer at Gusto and other platforms. I’m a Certified Professional Coach through Leadership that Works Coaching for Transformation program, which is accredited by the International Coaching Federation.
I’m also a small business owner. And I know what it’s like to have a big wild dream for my business…and no idea how to get there.
I’ve been in the place where my business was barely paying me enough to survive. I’ve also been on the other side- where I’m earning what I need, saving regularly, on top of my taxes, and paying off debt. Most importantly, I’ve been in the in-between times of these two points- and what guided me in the in-between time is the income forecasting method that I use in OMG! Profit Plan.
Our businesses never stop growing. As our businesses evolve, so do our dreams. I’m STILL using this process to grow in new directions and expand my business.
Is there a refund policy?
No, because of the nature of one on one work, there is no refund policy.
I haven't started my business yet, should I still do this?
Yes! Having a plan when you’re first starting out helps you avoid big mistakes and decision overwhelm. Plus you’ll know which strategies to test out first as you experiment with your sales strategy. Some of my most successful OMG! Profit Plan sessions have been with brand new business owners!
What if I don't have enough information to forecast my income?
You don’t need as much info as you think you do. As long as you know what you want to sell and how much money you want to make and take home, we can forecast your income.
I'm in a very niche industry, can you still help?
I don’t need to know anything about your industry or the products that you sell. I just need to know how much money you want to make and how much you want to take home personally. That’s the blank page of the coloring book. From there, we fill in the lines together.
What type of support is available after the session?
After the session, you have the option to book additional sessions with me to discuss your progress and finances. Some people book these sessions every quarter while others like having them every year.
How is this different than your other courses and trainings?
Unlike my digital courses and trainings, which are self-directed, you’ll be working one on one with me. Everything we do will be customized to your business. The entire process, start to finish, happens in our session. Besides completing the questionnaire, there’s no other work that you’ll need to do.
My money is a hot mess and I'm embarrassed. How do I know you won't judge me?
As a recovering financial hot mess, I’ve been there: no savings, underwater from credit card debt, and too poor to buy an apple when I had no food at home. I’ve had bills in collections, defaulted on student loans, and overdrawn my bank account more times than I can count. There is nothing shameful about where you are right now- it’s just one stop on your money journey.
I'm ready! What do I do now?
Awesome! To get started, book your session here.