Confidently Take Control of Your Business Finances in Just 4 Weeks

Learn the essential tools to understand your numbers, increase profit, and make smart financial decisions—no accounting degree required.

You didn’t start your business to become a bookkeeper… but here you are.

  • You’re not sure if your pricing is profitable

  • Money comes in and money goes out – you’re not sure where it goes!

  • You avoid your numbers because they feel confusing or overwhelming

  • You hope you’re making money—but you’re not 100% sure

Sound familiar?

I’ve been there—and I can help.

Hi, I'm Julie!

A business coach and founder of a 7-figure company I built and sold. I was once in your shoes – running a million dollar company with no background in finance.  There were sleepless nights when I wondered if my company would make it.  Then, I learned the financial basics to start running my company sustainably and profitably. 

Now, I help business owners just like you understand their numbers so they can grow with confidence. Over the years, I’ve taught hundreds of entrepreneurs how to get clear on their financials, boost profit, and feel empowered in their knowledge of their metrics so they can make confident business decisions and sleep better at night.

Start 2026 Off with

Confidence and Clarity

Join the 4-Week

Business Finance Masterclass

What You'll Learn:

Session 1:

Money Mindset + Financial Clarity

Build confidence with money, understand where your money is going, and clarify your starting point.

Session 2:

Break Even + Profit Planning

Understand what it really costs to run your business and how to price for profit.

Session 3:

Budgeting + Cash Flow Confidence

Take control of your cash and plan ahead so money isn't a mystery.

Session 4:

Financial Dashboard + Team Support

Set up a system to regularly monitor your numbers and get help from the right professionals.

You’ll walk away with:

  • Your profit break-even point so you know exactly what your business is making on every transaction

  • Basic business finance knowledge so you know the reports to run and what to do with them

  • A simple system to track cash flow and how to plan for extra cash (yes, it will happen!)

  • Clarity on what’s profitable (and what’s not)

  • A custom framework to improve margins and pay yourself more

  • Knowing the metrics you need to track as the business owner and what you can leave to the professionals

Spots are limited! Reserve your seat now and get access to your onboarding kit.

Ready to finally feel confident about your business finances?

Register EARLY for less than $100 per week!

Early bird rate EXTENDED through January 19th 11:59pm at $397

Full rate after January 19th at $597

Trusted by 300+ business owners across trades and professional service industries.

See what my clients have to say about their money mastery journey

"I have learned so much from working with Coach Julie. I know how to make informed decisions when making moves in my business. I actually enjoy my monthly finance check-ins with my bookkeeper and knowing where I can make improvements and most importantly seeing my profit increase. I'm so grateful to work with Julie and to see how far I've come."

Jenna Wagner

Owner | Selective Services

“We’ve cut $100,000 in expenses since the start of the year, and I'm learning to become the most effective CFO I can be.”

Darci Krummel

Owner & CFO | California Coast Truck Repair

All sessions are virtual and

run from 9am-1030am PST.

  • Friday, Jan. 23rd | Friday, Jan. 30th | Friday, Feb. 6th | Friday, Feb. 20th

  • Sessions will be live via Zoom, with “home fun” assigned between sessions to apply and practice what you’re learning.

  • You’ll also receive access to the Money Mastery Facebook group for support from your coach between sessions and to get advice from your cohort peers.

  • If you cannot make one of the four sessions, they will be recorded and you will have access to the recording. You will still be required to watch the recording and complete the "home fun" before the next session.

Stop letting confusion or fear keep you from the success you deserve in 2026.

You can be the kind of business owner who knows their numbers, makes strategic decisions, and builds lasting profit.

Join us and experience the confidence and empowerment of financial clarity in your business.

Address:

41877 Enterprise Circle N., Suite 200, Temecula, Ca 92590

Contact

619.361.8501

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