So maybe you’ve got a bookkeeper. And maybe you’ve got an accountant. And maybe you’ve got a business coach. But from that crew, who would you ask if you needed to know if your business was actually profitable? Or how to make a business profitable?
And would they have an answer for you?
That’s why I love the concept of a “pocket CFO” (or Chief Financial Officer). My job as your pocket CFO is to fill in those tricky gaps that a traditional bookkeeper or accountant isn’t really equipped to handle.
I’m the person you ask all those questions you didn’t know where to ask.
Who are you?
I’m Ean, the Founder and Co-owner of Moxie Bookkeeping and Coaching (and a Profit First Professional).
I grew up hearing “work hard and you will succeed,” but I had to learn the hard way that passion and frugality weren’t enough if I couldn’t determine my own wages.
I didn’t have the financial literacy to read my own financial warning signs until it was too late — and I had to declare bankruptcy.
From those ashes, I created Moxie Bookkeeping.
Today, I use the Profit First cash flow management method to help purpose-driven entrepreneurs get at-a-glance financial clarity. Over more than 20 years, I’ve helped more than 10,000 small businesses and non-profits simplify their bookkeeping, get the most out of every dollar and become profitable.
So what is Profit First?
Profit First is a cash-management philosophy and system that creates long-term success for businesses by putting profit first.
This doesn’t mean make a profit at any cost — it means protect your company’s profit by setting it aside first.
Because profit is what feeds your purpose!
Why should I work with you?
I help right-brained entrepreneurs learn what financial tasks to outsource and how to manage the rest — without having to become an accountant yourself. By empowering my clients through education, I eliminate your fear of the unknown.
I believe a company should be a celebration of the purpose, and people served. Money should not be the thing holding you back from making the greatest impact.
This is where you can ask everything you were afraid to ask your bookkeeper, accountant or business coach. I’m your pocket CFO and advisor.
When we’re finished, you’ll have:
- A firm grasp of Profit First essential concepts
- Set target allocations based on your debt, goals, and preferences
- Created and implemented an initial plan to manage your cash flow
- A tried-and-tested plan for biweekly and quarterly maintenance
- Confidence in implementing Profit First in the long term
What are my options?
I offer 12-month and ongoing individual coaching options.
What happens next?
Here’s how it works:
- We discuss your unique business, where you stand and what you need on a free consultation call.
- We’ll help you figure out which program is right for you.
- If we’re a good fit for each other, we’ll move forward together.
- You pursue the program that works for you and create a sustainable, profitable business.
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