The Advisory Vault
Ditch the jargon. Understand your financials so well, you use them to grow into milestones you thought were much further away.
Coming soon!
The Advisory Vault is a membership that gives you access to a bookkeeper who has seen the back-end of over 100 businesses in her career.
You get her financial expertise to apply to your own sustainable growth strategy, for a fraction of investment.
FROM
- Trying to make sense of all of the finance words flying around
- Living in out-of-control cashflow chaos
- Trying to grow without a solid financial foundation
- Making money mistakes on the reg
- Praying your books are good enough
TO
- Having a clear understanding of your numbers and what they mean for your business
- Tapping into Melissa’s expertise and her love of turning messes into calm, collected, usable data
- Making decisions based on numbers, not prayers
- Learning the dos and don’ts that make or break businesses at every revenue bracket
- Feeling confident that your books are beyond good enough
A quick look at every month in
The Advisory Vault
Our optimal blend of learn, ask, and do
Week 1: Educational Telegram Audio
Week 2: Live 45-Minute Q&A on Zoom
Week 3: Educational Telegram Audio
Week 4: Telegram Q&A
Yes, we teach you about your numbers.
But the real aha in The Advisory Vault comes when you lean on us to step into your CEO identity. Not in a power suit, briefcase way. But in a way where the “founder fog” lifts and you realize you have actual systems in place to fuel your creativity with data-driven clarity.
We’ll hand over the vault keys, if:
- You’re a new or growing business who isn’t quite ready to invest in 1:1 financial advisory services
- You’re someone who struggles with systems, but is a self-identified sponge when it comes to wanting to learn systems and processes that work
- You want to take a proactive approach to reviewing your finances and using them to make decisions (even if you have no f*cking clue what to do in this moment)
- You’re growth-oriented and want to hit that next milestone sustainably
- You’re craving some damn peace of mind around your numbers
- You’re doing good in the world and want to manage your money, so you can do even more good in the world
Monthly advisory to permanently extinguish the money fires and be on the financial lookout.
Investment: FOUNDING RATE - $129 per month
10 Spots Left Before Price Increase
