Limited Time Only - Our 2024 Class is Open for Enrollment!

HEY, GO-GETTER!

60 Days to Transform Your Business  Financial Health

You've got the passion, the drive, and the dreams. Now, what you need is a solid workout plan for your wallet. No more running in circles, chasing after bills, or feeling the burn of financial uncertainty. It's time to confidently step into the role of CFO of your own business, once and for all.

Enroll Now

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Enrollment's Open For A Limited Time

We Don't Want You To Miss Out!

You rock at what you do.

But you didn't go into business because you lived for calculating profit margins. 

You were able to wing it for a while, but as your business has grown, so have your money management challenges.

IT'S TIME FOR A NEW ERA...YOUR FINANCIALLY FIT AND FABULOUS ERA.

Any of this sound familiar?


01. You're Struggling To Keep Up


Overwhelmed doesn't begin to describe it. You crave that crucial sense of order deep in your bones. You're ready for a plan that you can stick to and that serves you.

02. You Pay Yourself Inconsistently


Paying yourself is the last thing you do in your business...if you do it at all. You often feel overworked and underpaid. Sometimes you wonder if this entrepreneur life is even worth it.

03. You Feel Like You're Always Guessing


You struggle to figure out what the "right" amount to charge for your products and services is. You aren't sure what you can afford, or if you can hire. You'd love to stop winging it and get strategic but aren't sure how.

What does it mean to be financially fit?

Just like you need a regimen for your physical self to stay healthy, your business needs a financial health regimen to operate at its best.  

Being financially fit isn't just about having a lot of money; it's about building habits that serve future you. It means:

Know Where Every Dollar Goes: Being financially fit means you are ON IT. You know exactly where your money's going and why – like a pro at the wheel.


Guesswork Be-Gone: Financial fitness equips you with the knowledge to make smart, strategic choices. Whether it's investing in growth or cutting unnecessary costs, you've got data to help you.


Prepared is Your Middle Name: Being financially fit means you're not just surviving; you're planning and thriving. You're prepared for the ups and downs and have a clear vision for the future of your business.


Hustling Less: Being financially fit means working smarter, not harder. We use numbers to our advantage and let them do the work for us!


Paying Yourself More: No more being the last to get paid. Increasing your financial know-how always leads to more $$ in the bank.

Imagine that…

You Enjoy Looking at Your Numbers

Your money time is your favorite time of the week. You wouldn't miss it for the world!

 

You Pay Yourself Reliably and Well

No more scraps, it's time for you to get paid for your hard work. 

 

You're a Financial Boss

Guesswork be gone! You've got a plan and know exactly how to get where you want to go. No one can stop you (not even your tax accountant!)

HERE'S THE DEAL:
THIS IS ALL WITHIN REACH!

“You are the Chief Financial Officer (CFO) of your own business”

As a self-employed individual or small business owner, chances are you wear many hats. One of those hats is CFO (yes, EVEN if you have an accountant).  Gaining the skills to confidently make strategic financial decisions in your business will be an absolute game-changer when it comes to your financial health and wellbeing.

JAMIE TRULL
FOUNDER, BALANCE CFO

                                  

INTRODUCING

Financial Fitness Formula™ 

THE business finance program designed specifically for small businesses making $50k - $1M in revenue who are ready to make (and keep) more money. 

I'm Ready to Become My Own CFO

WEEK 1

Shifting Money Mindset + Goal Setting

Before we jump right into the numbers, we have to decide where we're going and why. This module sets the foundation to help us think about money differently than we have in the past, and claim the future we want for ourselves!

WEEK 2

Setting Yourself Up for Success as Your Own CFO

This week is all about foundation setting. If you think there are some key foundational concepts you might be missing, this will help you get up to speed. 

In this module, we'll also go through what you should and shouldn't be doing as the CFO of your own biz, and when it's time to outsource some of the financial grunt work so you can focus on what really matters.

WEEK 3

Choosing Optimal Prices & Profit Margins

It's plug-and-play worksheet time! This week, we're diving deep into those numbers to determine how much you make off of each and every sale. If figuring out pricing and profit margins has been a head scratcher for you in the past, this week will be a game-changer! 

You'll learn your custom formula for pricing that takes the guess work out of deciding what to charge for your products or services.

WEEK 4

Managing & Prioritizing Costs

It's time to talk about costs...but NOT the way you're used to! We're going to take a detailed look at the costs in your business and figure out what to cut, reduce.

But don't worry, this isn't a "slash and burn" budgeting approach. I'll show you how to make decisions based on rules of thumb and expected return on investment without needing to keep up with a detailed budget (because who has time for that?). 

WEEK 5

Planning for and Maximizing Profit

Now that we've optimized our profit margins and prioritized our costs, we should be seeing our bottom line growing. But what exactly do we DO with this profit?

This week you'll use my proprietary PROFFIT Plan methodology to create a custom plan for your cash. When you're done, you'll have a fool-proof system that will help you pay yourself more, invest back in your business for growth, save for the future, give to causes you care about AND have a little fun (because if we can't have any fun...what's the point of all this anyway?).  

WEEK 6

Creating Sustainable Habits

Let's be real. We can do allllll the work in the world on our finances one time, but how are we going to make sure we don't end up back where we started?

The answer is easy...habits. This week we're going to talk about the science behind habit building, and what financial habits to do weekly, monthly, quarterly, and annually to stay financially fit. 

WEEK 7

Forecasting the Future

This week is about putting it all together to build a clear vision of how to get where you want to go. You'll customize the plug-and-play 5-Year Forecast Template using the numbers from the previous weeks to see what the future could hold. Plus, you'll use the scenario analysis feature to help you make key financial decisions for your biz.

Join the 2024 Class

The results you can expect:


 
A Plan You Can Stick To

No more "one size fits all" financial planning. You are unique, and you need a plan you can stick to! We teach you how to customize your PROFFIT Plan to your own needs, goals, and personality!
 

No More Guesswork

Gone are the days of wondering whether you can afford something, or how to price your new products or services. You've got the tools you need to make those decisions with ease. 
 

Confidence for Days

You'll understand yourself better, create new habits that serve you, and overall be a total money boss. Your friends and family will wonder what the heck got into you (in the best way!)

GO AT YOUR
OWN PACE

DIRECT ACCESS
TO JAMIE TRULL

CONNECT IN
THE COMMUNITY

LIFETIME ACCESS
TO MATERIAL

Like Free Stuff?  Me Too!

Check Out All the Extra Bonuses You'll Snag for Joining Today!

                                      

BONUS 1

The FFF Community + Weekly Q&A's

We believe true transformation happens best when we have a community around us. When you join an FFF class, you are joining a group of entrepreneurs who are just as committed to positive change as you are. 

In FFF, you'll have the opportunity to join a participant-led community pod to meet weekly via Zoom. You can also use the private Facebook community or private YouTube channel to watch our weekly Q&A's where Jamie Trull answers 100% of the questions asked. The community is also a great place to connect, ask questions, and encourage one another.

We'll also be hosting a kick-off party and mixer at the beginning of the program, as well as a final FFF graduation at the end so that you can celebrate how far you've come together!

Come for the financial knowledge and tools...stay for the new friends and connections!

Join the FFF Fam

BONUS 2

FFF Private Podcast + Live Coaching Replays

As a mom on the go, I know how hard it can be to find the time to sit down and watch educational videos. That's why we've included a private podcast option where you can listen to ALL of the FFF core lessons while you're in the car, at your kid's baseball practice, or doing the laundry. 

Not only that, we'll also record all events, including coaching calls, Q&As, and any other live events so you can watch them back at your leisure when you can't join live. We don't want you to miss a thing just because life gets in the way!

Join the FFF Fam

BONUS 3

Cash Flow Guide + Forecast Template

Cash is king when it comes to business (or should we say queen?). It's also the reason many businesses fail. 

Our cash flow improvement guide will help you find opportunities to permanently fix your cash flow problems. Plus, you'll also get our SUPER popular cash flow forecast template to help you predict your cash balance daily, weekly, or monthly. Gone are the days of wondering what bills to pay when or if you can pay yourself!  

Join the FFF Fam

PAY IN FULL AND SAVE!

Pay in Full Bonus: Free FFF Resource Book

Love taking notes the old-school way? Me too. Get a bound full-color 300+ page FFF Resource Book mailed to your home. This book includes all of the program slides and handouts in one easily accessible place.

"The book is an incredible resource, and made it so much easier for me to both study and look back to review the training material." - Kris, FFF Member

Don't worry, if you don't pay in full you can still add on a Resource Book for $99. But personally, I'm a bigger fan of FREE.

I Want One!

“[FFF] is the single best thing I've ever done for my business next to starting it.”

From the very first spreadsheet, I was doing cheers for the course and telling everyone to get on the waitlist. I don't know how I made it this far without everything I've learned.

 

JOCELYN DEAN
FOUNDER, THE PHOTOBOOTH CHICK

How It Works


01.

WEEKLY MODULES

Watch the weekly recorded training and use the guides and worksheets provided to action the material. A new module will drop each Monday of the course. Get behind? No problem - you have lifetime access to the content!

02.

LIVE GROUP COACHING

Join Jamie Trull for group coaching and hot seat calls! We'll do a face-to-face Zoom where Jamie will dive deeper into the topic of the week and bring up students for 1:1 hot seat coaching with her!

03.

COMMUNITY CONNECTIONS

Interact in the community to make connections and get encouragement. Submit your questions for the weekly live Q&As with Jamie Trull. Jamie answers 100% of questions submitted, so you'll never be on your own!

Enroll Today

FFF PROGRAM

$1,999

Payment Plan Available

  • Seven recorded modules to watch on your own time.
  • Over 25 tools to use in your business, including plug-and-play templates, guides, and more.
  • Six weekly group live coaching sessions with Jamie Trull.
  • All bonuses listed below (including the FFF Community, Private Podcast, and Cash Flow Guide and Template).
  • Lifetime access to the program materials, including any future updates and additions.
  • A free FFF Workbook (worth $99) for those who pay in full.
1 Payment of $1,999 or 6 Payments of $349

VIP

$2,999

Very Limited Quantity, Pay in Full Only

Everything in the base program plus:

  • A guaranteed hot seat at one of our VIP coaching calls.
  • A private CFO review of your Profit & Loss by Jamie Trull with observations and recommendations delivered to you (Value of $1200 - see FAQs for details).
  • A special VIP-only happy hour with Jamie Trull.
  • A free FFF Workbook (worth $99). The workbook is a bound copy of 300+ color pages, including the course slides and handouts.
1 Payment of $2,999

 

🤝 How We Are Giving Back: 10% of all profits from the sales of Financial Fitness Formula™ in 2024 will be donated to the Rally Foundation for Childhood Cancer Research. 

Frequently Asked Questions 💬

Still have questions?

Email us at [email protected] 

This Isn't Just an Online Course

Financial Fitness Formula is a transformational program with all the tools, resources, and support you need to get you to the next level.

With a mix of recorded teachings, step-by-step guides, plug-and-play worksheets, community interaction, and live group coaching and support, FFF is designed to get you over the finish line...even if you've tried taking a finance course before.

I'll be right there beside you the whole way, cheering you on and helping you see the vision for you that I see. Because you've got this.

Let's Do This

                                    

If you want to REALLY understand your business finances and have a rock-solid plan for the present AND future, FFF is a game changer!!!

I would also say it will be the best money spent. Self-education is VITAL to success...and FFF will get you there!

JOANN BECKER
OWNER, FOUR BOYS ICE CREAM

Alecia saw quick results

"Jamie Trull's course will have you in a much better place financially in just a few weeks! It is so worth the money!"

ALECIA JONES
OWNER, BRIGHTON LEARNING CENTER

Nancy turbocharged her profit

"When I wrapped up Financial Fitness Formula™ I felt a huge sense of relief, my profitability skyrocketed. In the first quarter of the year...I've made more than I did last year."

NANCY MAURER
LEADERSHIP COACH, SONDER HAVEN LLC

Yvette feels like a totally different person

Yvette was able to work less and spend more time with her daughter while making more money than before after FFF. Going through the program gave her critical insights about profitability and allowed her to choose her cases more wisely. She's no longer intimidated by financial jargon and has stopped claiming that "lawyers don't know numbers"!

YVETTE SADDIK
IMMIGRATION ATTORNEY, YMS LAW

View More Stories of Transformation

"A year from now  you'll wish you started today."

-Karen Lamb, Author

Want a list of all the Tools and Templates included?

You got it...

+

Guides

Entity Structure Guide

Jargon Decoder

Banking Guide

Support Team Guide

Spending Guide

Income Tax Guide

Data Tracking Guide

Optimize Your P&L Guide

Bonus: Improve Your Cash Flow Guide

and more...

+

Plug-And-Play Templates

Pricing Scenario Calculator

Direct Costs Worksheet 

Pricing Formula  Worksheet

Indirect Costs Worksheet

Profit Calculator

PROFFIT Plan Worksheet + Tracker

Metrics Tracker

Five Year Forecast Template

Bonus: Cash Flow Forecast Template

and more...

+

Other Tools

Mindset Explorer + Prompts

Where You Are Workbook

Where You're Going Workbook

Pillars of Financial Fitness Workbook

Profit Levers Workbook

Pricing Checklist

Habit Tracker + Checklist

Tech Tutorials

Searchable Videos

and more...

I Love Tools! I'm IN!

                          

Hi! I’m Jamie Trull, your personal $$ trainer on this journey.

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 fitness journey.

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. Plus, I've been an entrepreneur since 2017 when I began my Virtual CFO business.

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

I live and breathe to help get more economic power in the hands of those who deserve it.

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. 

Ready to work together?

Join the 2024 Class

Try the program, risk-free, for 14 days.

I want you to make an informed financial decision that's right for you (heck...it's what I teach!). If you aren't satisfied with your purchase, we'll make it right or give you your money back. 

We always strive to go above and beyond. For more details on our money-back guarantee, see here.

This program is for you if...

You're a small business owner making $50k-$1M in revenue

You're ready to make a positive change in your finances

You're committed to taking action

This program is not for you if...

You are looking for an overnight fix

You are down to your last dime

You're not willing to put in the work to get a return on your investment

When you put finances first, every dollar you make goes farther. That means more money, less hustle.

FFF PROGRAM

$1,999

Payment Plan Also Available

  • Seven recorded modules to watch on your own time.
  • Over 25 tools to use in your business, including plug-and-play templates, guides, and more.
  • Weekly group live coaching with Jamie.
  • All bonuses listed above (including the FFF Community, Private Podcast, and Cash Flow Guide and Template).
  • Lifetime access to the materials, including any future updates and additions.
  • Free FFF Workbook (worth $99) for those who pay in full.
1 Payment of $1,999 or 6 Payments of $349

VIP

$2,999

Very Limited Quantity, Pay in Full Only

Everything in the base program plus:

  • A guaranteed hot seat at one of our VIP coaching calls.
  • A private CFO review of your Profit & Loss by Jamie with observations and recommendations (Value of $1200 - see FAQs for details).
  • A special VIP-only happy hour with Jamie.
  • Free FFF Workbook (worth $99). The workbook is a bound copy of 300+ color pages, including the course slides and handouts.
1 Payment of $2,999

 

🤝 How We Are Giving Back: 10% of all profits from the sales of Financial Fitness Formula™ in 2024 will be donated to the Rally Foundation for Childhood Cancer Research. 

$250,000+

AVERAGE ANNUAL COST OF A FULL-TIME CFO

$30,000 to $150,000

AVERAGE COST OF A FRACTIONAL (PART-TIME) CFO

$1,200/hr

JAMIE TRULL'S AVERAGE CFO CONSULTING RATE

$2K + 60 DAYS

COST TO BECOME YOUR OWN CFO WITH FFF

Worried About the Money?

I get it. Money worries are normal. We all have them.

I coach people to think about money differently. Money in our business is best used as an investment. Investments are intended to yield exponentially more in returns than the original cost.

Financial Fitness Formula™ was designed to be an investment in the long-term financial health of your business. All the resources are there - they just take action to generate a return. And with lifetime access, the resources and tools in this program can pay you dividends for years to come.

I want what's best for you, and I truly believe that this program and resources are life-changing. I've seen it over and over again. That said, if buying this program would make it hard to put food on the table next week...now is not the time. Instead, I encourage anyone in that position to use the free resources on my YouTube channel for now.

But if the money worries are just nerves (perhaps you've been burned on programs before), I encourage you to research the program (including our testimonials page) and make the best decision for you.

If you decide to join us in FFF, I hope you do it confidently and with the mindset that you are READY to make this the best investment ever. No buyer's remorse here...let's DO THIS together!

LET'S DO THIS!

*Disclaimer* No Guarantees As To Results. As set forth more fully in the Disclaimer, you agree that the Company has not made any guarantees about the results of taking any action, whether recommended on this Website or not. The Company provides educational and informational resources that are intended to help users of this Website succeed. You nevertheless recognize that your ultimate success or failure will be the result of your own efforts, your particular situation, and innumerable other circumstances beyond the control and/or knowledge of the Company. You also recognize that prior results do not guarantee a similar outcome. Thus, the results obtained by others - whether clients of the Company or otherwise - applying the principles set out in this Website are no guarantee that you or any other person or entity will be able to obtain similar results.