CFO Year-End Reset Workshop
For Small Business Owners Ready to Build a Personalized 2026 Profit Roadmap
with clarity, strategy, and cash flow confidence.
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We don't want you to miss out.
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Ready to head into 2026 with a clear plan and real momentum?
Take a break from the day-to-day and join me for my
CFO Year-End Reset Workshop
For Small Business Owners who are wearing many hats in their biz!
Here's what You'll Get:
✓ A 90-minute live Workshop on November 12th, 2025, at 12pm CT (Replay Available)
✓ A Planning Guide To Help You Get Intentional and Build Your Personal Roadmap
✓ A 12-month Cash Flow Snapshot
✓ Your #1 Profit Lever to pull in Q1
✓ Personalized Targets and Clarity on What to STOP Doing in Your Biz
Grab It for FREE When You Buy Hidden Profit My New BookWhat Others Are Saying about Jamie's Past Workshops









Intentional Planning is the KEY to Reaching Your Goals.
When we travel, we rarely reach our destination by accident. And if we do get there without directions, it's usually because we took a LONG way…and spent way more time and energy than necessary to get there.
Reaching a business goal is no different. Sure, we may eventually be able to meander our way to our destination without a plan, but we’ll probably be burned out by the time we get there.
I want to help you reach your goals by focusing on what MATTERS…what matters in your business, and what matters to YOU.
While we can feel like we never have enough time to focus ON our business because there is so much to do IN our business…the process of stepping back is KEY to getting off the “everything is urgent” roller coaster.
Yep…I’m talking about PLANNING. Taking time to figure out our desired destination and then planning the straightest route there will help save us from wasting all of our energy spinning our wheels and ending up in the same spot…or perhaps even somewhere we never intended to go.

Don't worry, I've got you covered.
Join me this November for the CFO Year-End Reset — a focused, 90-minute live workshop where I’ll guide you on how to review your numbers so you can reset your strategy, refocus your priorities, and step into 2026 with clarity and confidence.
👉 By the end of this workshop, you’ll walk away with a 12-month cash flow snapshot, personalized revenue and profit targets, and your #1 Profit Lever to pull in Q1 — plus, clarity on what to STOP doing so you can focus on what actually moves the needle.
👉 You’ll also leave with tools to confidently evaluate new opportunities based on facts — not fear — so you can stop asking “Can I afford this?” and start asking “Does this support my strategy?”
Time to stop putting the Urgent ahead of the Important
“What is important is seldom urgent and what is urgent is seldom important”
-Dwight D. Eisenhower
In fact, taking the time to focus on the Important things in your business, like intentional planning, will REDUCE the amount of “urgent” things that pop up in the future.
That means that just two hours of planning can save you TONS of time and effort throughout the year.
Your time is priceless.
Imagine...

Feeling totally confident walking into 2026

Knowing exactly how to reach your financial goals

Being excited about the year ahead
- What's Included -
Let's take a peek

A 90-minute live Workshop led by Jamie Trull to help you plan your most profitable year yet
The workshop takes place on November 12th, 2025 from 12pm-1:30pm CT
In this workshop, we’ll guide you through making important revelations about your numbers and decisions about the year ahead and beyond.
The workshop will not only allow you to get intentional with your planning, but it will also be interactive and fun!
The goal is for you to walk away with some new revelations that will be instrumental in your business's financial success going forward.
Plus, you get a REPLAY of this workshop just in case life gets in the way and you can’t make it live or want to re-watch it!

HAS NOT BEEN UPDATED FOR 2025
An expanded Annual Planning Guide to help you get intentional
The planning guide will walk you through:
✓ Evaluating where you landed in 2023 and the lessons learned
✓ Planning your priorities for 2024
✓ Determining your revenue and profit goals for 2024
✓ Mapping out a plan to reach those goals
✓ Understanding where your time and money will be best invested in 2024 and beyond

HAS NOT BEEN UPDATED FOR 2025
An ROI worksheet to help you evaluate investment opportunities for your business
Do you have a hard time determining when you should invest in your business and when it's best to save your money? This plug-and-play ROI worksheet is for YOU!
The ROI worksheet is designed to:
✓ Allow you to evaluate the impact of small changes on your revenue and costs on your bottom line
✓ Give you the tools to evaluate investment opportunities and see the short and long-term projected impact of those opportunities
✓ Give you a view of just how important making smart investments EARLY can be on your long-term financial goals

2025 CFO Year-End Reset Workshop
for Small Business Owners
By signing up, you'll get:
✓ A 90-minute live Workshop on November 12th, 2025, at 12pm CT (Replay Available)
✓ A Planning Guide To Help You Get Intentional and Build Your Personal Roadmap
✓ A 12-month Cash Flow Snapshot
✓ Your #1 Profit Lever to pull in Q1
✓ Personalized Targets and Clarity on What to STOP Doing in Your Biz
All for FREE if you buy my book Hidden Profit from Your Favorite Retailer& Submit Your receipt number for your Complimentary Ticket
OR
$197 if You Don't want the book
In case you need ONE MORE reason to jump in on this deal...
Did I mention it's a tax deduction?
Order Your Copy of Hidden Profit & Enter Your Recipt Number to Get Your Complimentary Ticket✨ Wait — All I Have to Do Is Buy the Book, Hidden Profit?!
Yep. Instead of charging $197 for a ticket, your seat at the CFO Year-End Reset is on us — when you grab a copy of Jamie’s book, Hidden Profit, for under $30.
Real Talk: We Want This Workshop in the Hands of Every Small Biz Owner Who Needs It
So we’re doing something different...
We know the value you’ll get from this 90-minute workshop is way more than the sticker price of Jamie's book — and we believe in overdelivering. No inflated fees, no fluff. Just real tools, real strategy, and a whole lot of support to help you succeed in 2026, whatever that means for you.
Get Hidden Profit +Your Complimentary Ticket: Year-End Reset Workshop Valued at $197!
How to Claim Your Complimentary Ticket

Purchase Hidden Profit by Jamie Trull at Your Favorite Book Retailer
Most retailers typically charge $30 or less for the book, audiobook, or e-reader version. (We do not control the prices.)

Enter Your Receipt or Order Number to Claim Your Ticket
Visit Step 2 at jamietrull.com/book to complete the form and submit your information.

Watch Your Email
We’ll send you everything you need to join the CFO Year-End Reset workshop in November!
That’s it — no need to spend $197, no fuss. Just an actionable book + one powerful workshop to help you build a profitable 2026.
✨ Why Hidden Profit?
Jamie wrote Hidden Profit: Take Control of Your Finances, Stop Leaving Money on the Table, and Create Abundance in Your Business to help entrepreneurs:
✅ Understand your numbers (without the overwhelm)
✅ Build a profit-first plan based on your money personality
✅ Uncover where money is hiding in your business using the Hidden Profit Levers™
✅ Make smarter decisions and finally feel confident about what to spend, what to stop, and how to grow
Whether you’ve already read it or are just grabbing your copy now — this book is the foundation for creating a business that actually works for you.
Get Hidden Profit + Your Complimentary Ticket: Year-End Reset Workshop Valued at $197!✨ Don't need a copy of Hidden Profit? Learn how to gift one instead!
Let’s spread the knowledge, multiply the impact, and create a ripple effect of financial empowerment.
Our Mission
We’re on a mission to get Hidden Profit into the hands of as many small business owners as possible, especially women from underserved communities, so together, we can create stronger, more profitable businesses and a better world.
Because this isn’t just about a book.
It’s about a movement.

Don’t Know Who to Gift It To?
We’ve Got You Covered.
We’ve partnered with the Association of Women’s Business Centers (AWBC) to distribute donated copies of Hidden Profit to women entrepreneurs who need it most.
The AWBC supports women—especially those from socially or economically disadvantaged backgrounds—with training, resources, and national advocacy. Through partnerships with the SBA and Congress, they ensure that women business owners have a powerful voice and access to the tools they need to thrive.
How to Donate a Book
We've made it simple:
Just choose how many books you’d like to donate, and we’ll handle the ordering, delivery, and distribution through the AWBC.
🎯 Our first goal:
Get 100 donated books into the hands of women entrepreneurs before launch day.
Will you help us get there?
FINISH UPDATING FOR 2025
Frequently Asked Questions
What if I can’t make it to the Workshop live?
Do I need to have the Annual Planning Guide completed before showing up?
What if I don’t have all my 2025 numbers together yet?
Can I get my money back if I am unable to attend?
I still have questions. How do I get in touch with you?

Hey there, I'm Jamie Trull.
Your Profit Strategist, Founder of Power in Numbers, and author of Hidden Profit. Under my CFO hat, I'm also a theater superfan, enjoyer of a glass of Cabernet with a good mystery book, and — if you like — your guide as you get all those biz numbers organized.
With over 15 years of experience in finance and accounting (yep, I’m a CPA), I climbed the ranks of Finance Leadership within the Coca-Cola System, sharpening my skills in the corporate world. But my true calling? Helping small business owners and solopreneurs like you make sense of the financial side of your business — without all the jargon.
This year, my book Hidden Profit has continued to help entrepreneurs uncover the money already hiding in their business and use it to build a more profitable, sustainable, and freedom-filled life.
Over the years my business has I’ve helped thousands of small business owners ditch the overwhelm, get confident with their finances, and finally make their numbers work for them — not against them.
I won’t bore you with corporate buzzwords like “synergies” — I keep it real, practical, and down-to-earth. My goal is to translate complex financial concepts into simple, actionable advice you can actually use. In other words, I'm not your typical CPA.
My mission? To empower you not just to survive, but to THRIVE — in business and in life.
Think of me as your biz bestie, here to help you make those numbers finally work for you.
Let’s do this — together.
Save Your Seat Now!