Transforming Financial Chaos Into Clarity

Are You Ready to Gain Clarity and Control Over Your Finances to Create the Lifestyle of Your Dreams?

At Elevate Profits Academy, we know you want to feel empowered to make profit a permanent reality for your business. In order to do that, you need a way to understand your personal and business finances and a system to make profitability happen on purpose.

The problem is, traditional financial statements focus on the past and can be difficult to understand, and you aren’t an accountant. What’s worse, your accountant seems to be speaking a different language. This leaves you feeling confused, frustrated, and wondering if profitability will ever “happen” for your business.

We believe you should be able to understand your business’s finances and take charge of your profitability. We understand the frustration of not knowing how to intentionally make profitability a reality in your business, which is why we have designed this 9-week program. This is the exact same training we have used to help hundreds of business owners to take charge of their profitability.

Permanently.

Module 2

Goal Setting

During this 5-lesson module I’m going to reveal how to set and successfully hit big goals that make your business, life, and the world better. Inside, you’ll learn how to: Set an unshakable foundation for your goals so you’re practically guaranteed to achieve them–including choosing the right goals and the right tools. 

Identify which goals are worth going after–aka you’ll learn how to choose goals that don’t just “sound good” on paper, but will actually grow your business in real life. 

Ditch the self-destructive behavior that’s stopping you from living your best life–and zapping your goal-hitting motivation to boot. 

Dream–and achieve–bigger, so you can help not just yourself but the entire planet!

Module Highlights:

• Five Goal Setting Activities for Creative Entrepreneurs
• Create Your Goal Setting Plan
• Grow Your Business and Your Income
• Live Your Best Life
• Make The World A Better Place

Module 3

Foundations of Wealth Building

During this module, I’ll take you step-by-step through practical and painless ways you can build wealth, including…

How to finally get your finances in order–from budgeting to paying down debt (You’ll find some fresh new approaches here that will help you set the solid financial foundation you’ve always wanted!)

Creating multiple lucrative income streams that make cash for you while you crash (or grab a coffee, or even “La Cucaracha” it up in Cancun)

Investing in your business–and yourself–in ways that pay you back emotionally and financially…exponentially

Module Highlights:

• Build A Solid Foundation For Your Future
• Cultivate Multiple Streams of Income
• Invest In Yourself and Your Business
• Invest In Growth Opportunities

Module 4

Gain Control of Your Money

I’m going to teach you how to manage your money and get ahead—for good. What if your bills rolled in and instead of piling up, you just paid them? No sweat. What if you didn’t even realize it was payday because you had money in the bank and weren’t desperate for that check to arrive? Forget everything you think you know about budgeting and prepare to experience total control. 

I won’t promise you it will be effortless. I’m not interested in helping you trick yourself into saving. I will never try to dictate how or where you should spend your money. Instead, I’ll teach you how to prioritize and plan, so you have money for the things that are most important to you—whatever they are.

What I will teach you is a proactive system. It requires you to be forward-looking and intentional about every dollar; it requires you to be aware, but in return you’ll be in total control of your finances, and in so doing, your life.

Module Highlights:

• Getting Started
• How YNAB Works
• Starting Balances
• Customizing Your Budget
• This is Budgeting
• Using Your Budget
• When the Month Rolls Over

Module 5

Your Personal Budget with YNAB

There is a very good chance that, if you are reading this, you feel like you don’t have a handle on your finances, you are stressed about money, or need help digging out of debt. 

In this module, we will focus on setting up your personal budget, and you’ll finally be facing your finances with eyes wide open. Even if you don’t like what you see, you will have the information you need to take the next step, and then the next one. Once you experience the peace that comes with being in control of your finances, you’ll never look back.

Before you spend a single dollar, I’ll help you think through your priorities—immediate, short-term, and long-term—and allocate your money accordingly. Better yet, I will teach you how to use your budget to make spending decisions and how easy it is to adjust your budget throughout the month.

Module Highlights:

• Getting Started

• Setting up your Personal budget

• Connecting Your Bank and Credit Card Accounts

• Using your YNAB Budget

Module 6

Your Business Budget with YNAB

I’m going to teach you the principles of Profit First, and how to implement them in your business to gain clarity and control of your money, once and for all.  I’ll show you what your business needs to look like in order to align with and enable your personal goals and vision. 

As soon as you get money, you’ll decide what it needs to do—whatever is most important to you. Then, instead of deciding to spend based on your mood, or the big (or small?) pile of money in your checking account, you’ll decide based on a rock-solid plan. 

You aren’t stressed, because you’re not operating on the financial edge. No more wasting time and energy timing bills to a specific paycheck. When a bill comes, you just pay it. The result? Breathing room. Less focus on today and more on tomorrow means bigger thinking, better decisions, and a business that supports your lifestyle!

Module Highlights:

• Profit First 101

• Getting Started

• Setting up your Business Budget with Profit First

• Connecting Your Bank and Credit Card Accounts

• Using your YNAB Budget with Profit First

Module 7

Dealing With Debt

If you’re like a lot of people, it was your debt that finally made you realize you really need to gain control over your finances.

Your debt made you feel like you needed a budget. The restriction of that debt every time you went to make a purchase, the fear of that debt every time you were faced with a credit card statement, or the way the debt was limiting your future options.

It’s not important how you got here. It’s important that you turn things around—and your budget is going to do that for you. An effective budget will align your spending decisions with your goals and priorities. You’ll move forward. It is all about moving forward.

You can feel your debt. But let’s be clear: carrying debt blocks you from moving forward because it prevents you from prioritizing all your dollars towards your future goals.

The money you pay toward debt is going toward things that have already happened. Because when you have debt, you have debt payments. And when you have debt, chances are, you have a cash flow problem.

As you budget, you’ll learn to make better and better decisions. And we want you to make decisions about all of your dollars. Which means dealing with your debt. Until it’s gone.

Module Highlights:

• Dealing with Your Debt

• Using Credit Cards

• The Free tool That Get you Out of Debt

Module 8

Forecasting and Revenue Goals

Cash flow is the movement (or flow) of money in and out of your business. A positive cash flow means you have more cash coming into the bank than you’re spending. A negative cash flow means there is more cash going out than coming in.

If cash flow is negative, it can be a major warning sign. It doesn’t take many weeks or months of not having enough cash before you may find yourself going out of business.  So cash flow management is vital and to do this you need a reliable forecast.

Every month, there are regular bills to pay (cash flowing out).  Your business can only pay those bills if there is money in the bank and understanding the source and certainty of this income is essential.

But you can’t pay bills with theoretical money. It needs to actually be in your bank account, ready to spend. If you don’t have it when you need it, outgoings can easily swamp incomings.

This is where cash flow planning and a cash flow forecast come in. It’s about making sure you know when you need to pay money out, when you’ve got money coming in, if there’s a shortfall coming up, and if you need to take action.

Module Highlights:

• Forecasting 101 - why every business needs it

Module 9

Routines and Habits for Success

Have you ever wondered what separates those who just get by from those who are truly successful? Luck may play a small role, but until someone figures out how to package and sell good fortune, there must be other secrets to success.

Ask any successful person how they did it, and chances are you’ll hear a combination of luck, network connections, and hard work. But nearly all successful people also rely on specific routines and rituals. These routines and rituals may hold an important clue to why some people succeed while others fail.

Adding something to your daily routine doesn’t need to be a massive shift in how you approach your day. It can be a small, seemingly insignificant act that, repeatedly done over time, can create substantial positive change.

I’ll give you some specific routines and habits to ensure your financial success!

Module Highlights:

• Your Budget Routine

• Aging Your Money

• Daily Self Discipline for Entrepreneurs

Bonus #1

Vision Board Creation

This 4-lesson course is designed from the ground up to help you not only discover your deepest dreams and desires, but to take real, actionable steps toward their achievement.

You’ll discover the power of a well-planned vision board, how to create your own and use it to focus your efforts in all areas of your life and business, and how to avoid the most common vision board mistakes so they don’t continue to hold you back. 

Module Highlights:

• Vision Board Power
• Creating Your Vision Board
• Your Lifestyle Planner
• Your Business Vision Planner

Bonus #2

Understanding Your Financial Statements

To reach your financial goal, the first thing you must do is figure out where you are. Because if you don’t know where you are, you can’t expect to get where you want to go. Knowing where you are means taking an honest inventory of your financial situation—filling out a financial statement—and taking a good hard look at the results. This may sound difficult, and maybe even a bit scary, but it’s a simple process. And if you make up your mind to do it, you’ll be amazed at what you can learn about yourself.

Numbers are like words. Put them together, and they tell a story.

When you fill out your financial statement, the story the numbers tell will be about you—about where you’ve been, where you are right now, and how to get where you want to go.

Module Highlights:

• Understand what your Financial Statements are telling you

• Learn how to invest without losing your money

Bonus #3 

How Taxes Can Make You Wealthy

For most people, taxes are their single biggest expense. This means that reducing their taxes results in instantly increasing the amount they have available to invest and grow their wealth.  Many people fear taxes - they view them as a necessary evil that prevents them from getting ahead and keeps them from building the wealth of their dreams.

In fact, the tax law provides tons of opportunity to reduce your taxes. When you reduce your taxes, you increase your cash flow (often immediately) which can be used to increase your wealth.  Reducing your taxes goes hand-in-hand with your wealth strategy.  Once you understand what the government wants you to do in order to reduce your taxes, you can use this information to invest in assets that not only fit with your wealth goals but also produce tax savings.

Module Highlights:

• Creating  Your Tax Strategy

Here’s what you’re getting when you enroll today:

Elevate Profits Academy - $9,870 Value

• Bonus #1 Vision Board Creation - $197 Value
• Bonus #2 Financial Health - $299 Value
• Bonus #3 How taxes Can Make You Wealthy - $199 Value
• Bonus #4 Private facebook Group
• Lifetime access to ALL recordings and materials

When you add it all up, that’s a value of $10,565

You are moments away from making your business permanently profitable, the right way. We can’t wait to work with you!