From Purpose to Profits Program 1

Making money doing what you love has never been easier.  Purpose-driven entrepreneurs are hard-wired to make a difference yet many struggle with money worries. 

If you’re business is struggling with profitability and you don’t know why, then it’s time to do something about it. 

If you are ever going to have a life you love, your business MUST be profitable. Financial fundamentals for businesses are surprisingly simple to learn and use and they are unbelievably effective.  Once you know them, you will be able to apply them day-after-day and year-after-year to create breakthrough results. 

Purpose to Profits Members will learn the everyday financial skills and timeless foundations of profitability needed to create predictable and sustainable financial reward.

Is that something you’d like to know how to do?

Keep reading and I’ll share how you can learn these foundational skills, too, and create that predictability for your business.


What’s in it for Members of the From Purpose to Profits Program?

A monthly 1 hour, members-only, virtual business development and financial skills training session with recorded re-caps.

Each session will be immediately followed by ½ hour open discussion to provide personalized support and coaching for members in attendance. (Recorded re-caps are available to members who are unable to attend live.)

Sessions will include a pre-planned topic along with relevant tips, downloadable tools and templates, training, insights, and case studies designed to provide targeted skills development to help members level-up their business and financial skills.

Topics will include such things as money management, budgeting, cash flow, bookkeeping, financial health assessment, revenue strategies, growth plan design, time management, hiring help, and so much more!

How much does all this cost?


A member’s paid monthly membership includes attendance at the live training sessions and access to all recorded recaps and pre-recorded lessons from The 20 Minute CFO Course, and more!


  • Principles of Profitability and Keys to success  
  • How to Be at C.A.U.S.E. and Create Work-Life Balance
  • Micro-strategy for Growth 
  • Budgeting and Cash Flow Management
  • Financial Forecasting and Growth Planning
  • Hiring Help – Employees and 1099 Contractors
  • ABC’s of Accounting
  • Financial Statements
  • How to use QuickBooks
  • Assess – Where you are
  • Revenue Strategies and Designing a Game Plan
  • Implementation