We get to work very quickly after you join the Smart Money Membership, or once you book your Onboarding Call for 1:1 client services. Try to dedicate the next 30 days to focus on business operations & finance, and you'll be in a much better place in just one month from consistent effort working with us.

For the Smart Money Membership, you will be a member for at least 90 days. We do this as we make all of our resources available from day 1. After 90 days you can request a cancellation by emailing us. 

For 1:1 services, you are able to cancel with notice. Please see your consulting agreement for more information. 

So sorry you cannot access your purchase! Please send us an email at [email protected] and we'll be happy to make sure you are able to access your products.

Yes, we do offer private coaching through our Fractional Controller Service and Fractional COO Service. Both of these services do follow a framework we've developed to help ensure your business finances and/or business operations is reviewed, assessed and improved. 

Though we do have a basic framework for all of our clients, adjustments are made on a per-client basis depending upon the particulars of your business industry and circumstances.