Learn the

Fundamentals of

Business Finance

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and feel INSTANTLY 
more confident!
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Imagine in as little as 3 days saying...

"I LOVE feeling more confident in handling the financial side of my business!" -Samantha Financial Fitness™ Basics Member

Are you a small business owner or self-employed individual feeling lost and confused when anything related to finances, accounting, and taxes comes up?  Do you worry that you may be missing something when it comes to fully grasping the fundamentals of business finance?

If that's you, I have an important question for you...

If there was a clear and understandable resource to distill all that complicated information into only the key concepts you REALLY need to know…

Would you finally feel confident taking a step towards understanding your business finances?

Here’s why anything short of a HECK YES is costing you big time:

Every day, hundreds of thousands of entrepreneurs are facing the harsh realities of running a small business in the wake of the Covid-19 pandemic. 

Question is... How will YOUR business fare in the long run?

Whether you just bought your first domain name or you’ve been working in the trenches for years, it's time to take that next step toward a healthier and more profitable business.

So if you know that you’re missing out on important accounting and tax-related information because you can’t quite wrap your head around what it all means…

Or if your knowledge of finances feels like swiss cheese and you get a panicky feeling in your chest every time someone mentions your "financials"…

Then keep reading.

Because what I'm about to share with you could make a huge difference in the long-term health of your business.

The one you look back on a few weeks from now when you feel way more at ease about your finances and aren’t afraid to look at your Profit and Loss statement. (<< in fact, you'll find those can actually be pretty exciting!)

BUT FIRST...

Let's do a little myth-busting, shall we?

 

MYTH #1: Numbers just aren't my thing.

Sound familiar?

I hear stuff like that SO often, and most of the time they’re coming out of the mouths of talented, smart, and capable women.

But you know what?

NONE of these statements are true.

They are EXCUSES that validate your own inner insecurities.

They are EXCUSES that keep you stuck.

They are EXCUSES that validate why you don't make a change.

Understanding your business finances isn't as hard as you've made it out to be in your head -- that’s just a narrative you decided was the truth at some point in your life.

Because the truth is, you CAN learn what you need to know. You just need a bit of a perspective shift, and a guide with some super helpful tools to get you there!

MYTH #2: I don't have time to learn everything!

There is so much content out there in the world...it. can be totally overwhelming. The trouble is figuring out exactly where to start. What do you REALLY need to know as a business owner about finance, accounting, and taxes?

The trick is cutting out all the noise that gets in the way and only focusing on what actually MATTERS.

Business owners don't need to have a Master's in Accounting or an MBA to be successful. But they do need a basic understanding of certain accounting and tax concepts to keep them compliant with the rules and protect themselves legally. 

All you really need is someone to pick and choose the concepts that are most relevant to YOU and teach those...and cut out the fluff (spoiler alert...I might be able to help with this!)

 

MYTH #3: This stuff is so booooo-ring! 

I know, I know, no one gets up in the morning super pumped to learn about entity structures or cash flow statements. But I'm committed to teaching this information in a way that is interesting and engaging and doesn't make you want to take a nap in the middle!

Despite being a CPA myself, when I hear “accountant” my mind still conjures up an image of a balding man with the thickest glasses you’ve ever seen, fervently typing away on a calculator and talking about net operating loss carryforwards.

Not someone I’d want to get coffee with and talk about finances, that’s for sure.

And that’s where I come in.

I’m not your average accountant. I'm a mom, an entrepreneur, and a Hamilton enthusiast (the musical that is...not the guy...though he seems cool too). 

I explain things in REAL words, not complicated accounting jargon. I’m dead set on making sure you have that “aha” moment where it all just clicks and suddenly makes sense. And I'll definitely NEVER call you "hon". 

Just listen to what Dora, a  recent student of mine, had to say:

“Even for a tenured business owner, this review course offered clarity and some new insights on how to approach my business. Post-COVID, I feel like I’m starting fresh, and Jamie is a brilliant financial storyteller!”

Post-Covid, Dora is having to shift her mindset and relearning what she thought she knew about finances -- and you have the opportunity to do the same!

So if you’re ready to make positive changes in your business finances and commit to no longer doing this… 

I could not be more excited to introduce you to: 

FINANCIAL FITNESS™ BASICS

Financial Fitness™ Basics is the only program of its kind designed to give you the knowledge, tools, and resources you need to help you master business finance fundamentals.

It's the perfect place to start if you've ever felt super overwhelmed, confused, or even embarrassed by your lack of business finance background. 

No judgment. No shame. Financial Fitness™ Basics helps you move forward with confidence! 

And here's what you'll find inside...

Module 1

Fundamentals

This module is all about setting the foundation of business.  We'll talk about how to properly set up your business for success.  

In this module, you'll learn:

  • The difference between business entity types and how to choose the best one for you; 
  • The steps to take to make sure you are operating your business as a business; and
  • How and why to track your data, and what primary data you need to track. 
Module 2

Decoding Financial Statements

In this module, we'll be breaking down how to read and understand the key Financial Statements in your business.  This includes the Profit and Loss (P&L), Balance Sheet, and Cash Flow Statement.

In this module, you'll determine:

  • What type of activity shows up on a Profit and Loss, and why it matters;
  • What shows up on a Balance Sheet, and whether you should have one;
  • How the Financial Statements interact with one another, and why profit and cash are often different; and
  • Why cash flow matters and how to forecast it.
Module 3

Demystifying Taxes

What the heck are all these taxes, anyway?  We'll talk about the different types of taxes you encounter as a business owner, how to calculate them, and how to pay them.  

In this module, you'll learn:

  • What the different types of taxes are that may impact your business;
  • How these taxes are generally calculated and paid; and
  • Some useful strategies for reducing taxes, as well as how to identify and avoid some not-so-great strategies. 

WHO LIKES FREE STUFF?

In addition to the course, for a limited time, you'll get EVEN MORE for your investment:

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

Financial Fitness™ Basics Course and special resources PLUS:

  • Bonus 1 - All about S Corps Bonus Module.  If you are an S Corp or thinking about becoming one, you'll want to watch this.  Also includes an S Corp checklist to make sure you stay compliant. 
  • Bonus 2 - Plug-and-play financial Worksheets you can use daily in your business (and save you money on expensive softwares). Plus Guides and Checklists to accompany the course and make it actionable.
  • Bonus 3 - LIFETIME access to the course content, INCLUDING future updates and resources, added, so you can come back to it for years to come. 
  • Bonus 4  - QuickBooks Online Basics workshop with Courtney Boudet!  Learn how to get setup and troubleshoot with QBO! Workshop is pre-recorded and available on demand in the course!

Those bonuses alone are worth WELL over $500, but I’m giving you the opportunity to grab the course and bonuses TODAY for just...

One Time Payment of

$297

GET INSTANT ACCESS

What Our Members Are Saying

Don't take our word for it, see what real members have to say after completing the Financial Fitness™ Basics program:

Sarah

"Financial Fitness™ Basics is a course every business owner needs to take. It gives you the foundational information to set your business up for success and to operate your business year to year."

Marilyn

"For so long I struggled to understand the different spreadsheets, numbers, and taxes. It's all so much more clear and I know how to use them to strengthen our business."

Dora

"Even for a tenured business owner, this review course offered clarity and some new insights on how to approach my business. Post-COVID, I almost feel like I'm starting fresh, and Jamie is a brilliant financial storyteller!"

You Got Questions?

Good. We've got answers!

Financial Fitness™ Basics was created with small businesses and self-employed individuals in mind. It is best for solo business owners or those with a few employees. It is best suited for 1099 contractors, Schedule C filers (sole proprietors or LLCs), and smaller S Corps.  FFB is generally not geared toward larger C Corps. 

FFB teaches the basic concepts of business finances that are relevant for any business owner to understand.  It is a great place for beginners to start or for those who have been in business for a little while but realize they need more education on the topic of business finances/accounting/taxes in order to be effective in their role as a business owner.

Not a chance. Financial Fitness™ Basics is a jargon-free zone.  We even include a free jargon-decoder that you can easily reference for conversations with your tax preparer or to impress at your spouse's company Christmas party ("Business is going great! We've made some capital investments that had a great ROI which really improved our EBITDA this year!")

But seriously, we've put a ton of thought into making this as pain-free and non-intimidating as we possibly can. No talk of debits and credits...just real actionable advice that you can painlessly put into practice!

This course is an investment in yourself and your business.  We believe that committing to learning and taking action with this course can have an exponential benefit on the health, longevity, and profitability of your business.

Plus, it's a tax deduction!  Win-win!

We have intentionally cut through the noise to remove the overwhelm...we're all busy business owners after all!

That's why the core content of the course is only 3 Modules long and should take no more than 3-4 hours to complete. After your purchase, you will have immediate access to the course and can do it entirely on your own time. 

Watch your email for login information! 

 

Why, thanks for asking!  With the Financial Fitness Basics course, you'll get access to the course plus plug-and-play templates, guides, and checklists to help you manage your business finances day-to-day.

AND THAT'S NOT ALL!  [cue the cheesy announcer voice].  Check out the next section for the bonuses you get in the program!

This is a self-paced course where you control the speed and what lessons you want to view. You will be granted immediate access to the course portal. There you will find video recordings, closed captioning, transcripts, slides, and workbooks available to you.  The course videos are also fully searchable to make it easy for you to find the info you are looking for quickly.

You also have lifetime access to this course, so you can start it right away, wait until you are ready, or come back later when you need the information again. You do not need to plan to attend at specific times. 

 Financial Fitness™ Basics (FFB) is all about setting the foundation. It is a "crash course" in what you need to know about the basics of finance, accounting, and taxes. 

Financial Fitness™ Basics is perfect for the business owner or self-employed individual that wants to start from Square 1, but just isn't sure how to get started. This course will help you immediately feel more confident in understanding financial topics. Think of this one as "Business Finances 101"!

By contrast, Financial Fitness Formula™ (FFF) focuses on financial strategy, including setting profitable prices, maximizing profit margins, managing cash, and paying yourself more.  

FFF is my signature program that only opens once a year, as participants go through the course together with live Q&A support from me. Join the FFF waitlist here to make sure you know when doors open again! 

While FFB is not required before taking FFF -  the two are a great pair to really take your finances to the next level! 

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

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

    Financial Fitness™ Basics Course and special resources PLUS:

    • Bonus 1 - All about S Corps Bonus Module.  If you are an S Corp or thinking about becoming one, you'll want to watch this.  Also includes an S Corp checklist to make sure you stay compliant. 
    • Bonus 2 - Plug-and-play financial Worksheets you can use daily in your business (and save you money on expensive softwares). Plus Guides and Checklists to accompany the course and make it actionable.
    • Bonus 3 - LIFETIME access to the course content, INCLUDING future updates and resources, added, so you can come back to it for years to come. 
    • Bonus 4  - QuickBooks Online Basics workshop with Courtney Boudet!  Learn how to get setup and troubleshoot with QBO! Workshop is pre-recorded and available on demand in the course!

One Time Payment of

$297

GET INSTANT ACCESS

"I have been putting off managing my business finances for several years. Jamie's Financial Fitness™ Basics gave me the motivation to do it NOW. I have a better understanding on what I need to do to get my business finances organized and become financially fit!"

Joyce
Financial Fitness™ Basics Member

Financial Fitness™ Basics is PERFECT for you if…

  1. You're just getting started in business and want to get started on the right financial footing.
  2. You've been in business for a time but have realized you need to get a better grasp on the finance/accounting/taxes aspect of your business.
  3. You are ready and willing to put in the work needed to learn about these topics and are committed to taking action.
  4. You've declared that this is the year you will get a better handle on your finances and have started to seek out resources to help you achieve that goal.
  5. You know that finances are a weak spot for you and have worried that the business you love may suffer as a result.  
  6. You are aware of and excited about the opportunity to feel more confident in the numbers side of your business.
  7. You are ready and willing to change some previously held beliefs or habits in favor of new ones that will serve you better financially!

Now, tally up your score.

Fewer than three? Maybe next time.

Three or more? I can’t wait to meet you inside Financial Fitness™ Basics!

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

Financial Fitness™ Basics Course and special resources PLUS:

  • Bonus 1 - All about S Corps Bonus Module.  If you are an S Corp or thinking about becoming one, you'll want to watch this.  Also includes an S Corp checklist to make sure you stay compliant. 
  • Bonus 2 - Plug-and-play financial Worksheets you can use daily in your business (and save you money on expensive software). Plus Guides and Checklists to accompany the course and make it actionable.
  • Bonus 3 - LIFETIME access to the course content, INCLUDING future updates and resources, added, so you can come back to it for years to come. 
  • Bonus 4  - QuickBooks Online Basics workshop with Courtney Boudet!  Learn how to get set up and troubleshoot with QBO! The workshop is pre-recorded and available on-demand in the course!

Course price: $297  

One Time Payment of

$297

GET INSTANT ACCESS

In Case We Haven't Met...

I'M JAMIE TRULL.

Financial Literacy Coach and Profit Strategist, Hamilton superfan, enjoyer of a glass of Cabernet with a good book, and — if you like — that very someone to help guide you on your financial journey.

You see, I’m a self-professed numbers nerd and I've got the credentials to prove it. I have a Bachelor’s in Analytical Finance and a Master’s in Accounting. I’m a CPA with 10+ years of experience working in Finance Leadership for one of the biggest brands in the world.

In other words, I know a thing or two about business finances.

And my #1 mission is to see more entrepreneurs not just surviving, but THRIVING in both their professional and personal lives. 

Because the more you understand the financial side of your business, the more you can use it to transform not only your own pocketbook but also the world around us. 

Sound like a plan? 

Great, then you’re in the right place…

 

I’ll leave you with one last thought.

If you are a person who has traditionally put off gaining control of your finances, only to have the Covid pandemic give you a big wake-up call....

This is your next step to getting back on track. 

And when you enroll in Financial Fitness™ Basics and start binge-watching the 3-course modules, your confidence around your finances will increase DRAMATICALLY and your dreams of financial freedom will become a whole lot more attainable.

So, if you’re ready, I look forward to partnering with you as you commit to making this big step forward.

You in? Get Started Today!

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