This isn't just CFO services. This is cashflow + mindset transformation.
Cashflow + psychology. Numbers + mindset. You can't out earn a broken money mindset.
Becoming the best version of you AND your business.
Most CFOs give you reports you can't read and advice that doesn't fit your business. I don't do that.
I help you become permanently profitable, pay off debt aggressively (if that's your plan), and fix your money mindset because you can't out earn a broken relationship with money.
✦ Cashflow methodology that works with your psychology and doesn't depend on will power
✦ Aggressive debt payoff is one of my specialties and we make sure it fits in YOUR goals
✦ Mindset work because money is 80% psychology and 20% math
✦ YOU become the version of you that God created you to be
✦ Your business becomes permanently profitable
Health and wellness service based business owners - specifically women running dental practices.
You've been lied to. You've been told "Increase production and everything else will follow."
That's wrong. Your bank account doesn't care about production. Your family doesn't care about production.
Stop chasing numbers that don't pay your bills.
Production doesn't equal profit. Period. And if you don't understand your numbers, you're working harder to make less.
I learn your goals. We make decisions based off your goals, not the industry standard. Generic advice gets generic results.
I run the numbers that actually matter. Not your production - I don't care.
I implement a cashflow methodology that works. Not the generic book version. The version that ensures a permanently profitable dental practice.
I lay out a debt plan with real numbers and a real timeline. You tell me the goal and I will tell you what it takes to get there. No guessing. Just clarity and a plan you can execute.
I work on your mindset because the industry has trained you to think small. You've been told a 20% profit market is good. To keep grinding. That's small talk and we're going to fix it.
If you're not taking home 40% of collections, you don't have a production problem. You have a profit problem.
Would you rather produce more and take home less? Or produce less and take home more?
Until you fix the profit problem, working more hours and seeing more patients is just going to make you more tired NOT more profitable.
That's a hamster wheel, not a business.
I don't just read books and listen to podcasts - I learn directly from the people producing them.

Author of Profit First, Clockwork, Fix This Next, and The Money Habit. Trained and endorsed by Mike for Profit First. Founding family member of The Money Habit.

Top business performance coach and entrepreneur. I apply Ed's mindset strategies to financial transformation because you can't out earn a broken money mindset.
Endorsement from Mike, the author of Profit First and The Money Habit
Simple, clear, no fluff.
Book a call. We'll talk about expectations, your goals, and whether this is a fit.
I look at your numbers, understand your business, and build your custom plan.
We implement cashflow methodology, execute debt plan, and work on mindset. You become permanently profitable.
Whether you want to DIY it, have me walk you through it, or transform everything - there's an option that fits where you are.

COMING SOON
The Reality: You're paying for bookkeeping that only tells you what has happened in the past. You're guessing where your money goes and logging into the bank before you pay a bill.
What You Get: Complete cashflow implementation course that includes mindset work, access to a community of other business owners implementing the same system, and all the templates and tools we use with our highest level clients.
Optional Add-Ons: Support membership for ongoing accountability and live coaching.
Best for: Self motivated practice owners who want the system and the support, but are ready to implement it themselves.
One-time: $3,196
Optional support membership: starting at $400/month


The Reality: You've tried implementing cashflow methodologies on your own. You bought books. You watched videos. But you're stuck. You need someone to walk you through YOUR specific situation.
What You Get: 6 month program including 1-on-1 or group coaching sessions where I walk you through the entire system (mindset + cashflow), cashflow implementation customized to YOUR practice, debt payoff plan and implementation, and support.
Group coaching will include additional office hours for 1-on-1 support.
The Difference: I guide you, you implement. This isn't done-FOR-you, it's done-WITH-you. You're in the game. I'm your coach.
Optional Add-On: Money habit training for your team. One-time investment starting at $5k (based on team size). Fewer raise requests, better retention.
Best for: Practices where the owner makes less than associates, struggles to stay on track, and need accountability to actually implement.
One-time 1-on-1: $20K
One-time Group: $5K per practice
The group setting will be ran with a maximum of 8 practices in one group. Schedule a call to get on the waiting list.
Payment plans available for both 1-on-1 and group coaching

The Reality: You're making $2m in revenue and taking home $100k. Your associates make more than you. You own the building, carry the risk, work 50+ hours, and barely pay yourself.
That's not normal. And we're going to fix it.
What Makes This Different: We execute your weekly allocations FOR you (so it actually happens). Strategic bookkeeping. 2 monthly coaching touchpoints. Quarterly strategic planning. KPI dashboard. Unlimited support. Debt payoff strategy. Owner compensation planning.
Your Time: 2 meetings per month (1.5 hours total) after implementation. We handle everything else behind the scenes.
Expected Results: Mindset shifts. Remove limiting beliefs. Create habits that serve your business. Increase profit (AKA cash in the bank). Increase owner pay. Tax bill paid in full. Peace of mind. Stress-free finances.
Average Investment (Based on Practice Size):
$1m-$3m: $4,000/month
$3m-$5m: $6,500/month
$5m-$7m: $9,000/month
$7m-$9m: $11,500/month
Optional Add-Ons: Tax planning strategy and team money habit coaching.
✘ You just want someone to do your books
✘ You're looking for the cheapest option
✘ You're a dabbler and only interested in becoming profitable
✘ You're not willing to put in the work
✘ You want a fluffy CFO who doesn't challenge you
✘ You don't want to do mindset work
✔ You're ready to become permanently profitable
✔ You want to pay more than the minimum payment on your debt
✔ You're fully committed to make your business what you desire
✔ You're willing to do what it takes to run a profitable practice
✔ You want real talk paired with real results
✔ You understand mindset matters and that's where it actually starts
Financial freedom for Christian families and women dentist business owners. Built on faith, grit, and a healthy obsession with money.

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Max Your Margin.
Talk soon. 🤍