💡 For Business Owners Who Want to Master Their Finances Without the Overwhelm or Expensive CPAs
⚡️ Business Finance has Changed - It's Time Your Approach Did Too
Technology and AI are transforming the way small businesses manage money.
You no longer have to rely on slow, outdated accounting solutions or hire expensive CPAs to understand your numbers.
❌ No more waiting days (or weeks) for a response
❌ No more searching endlessly on Google for solutions to your accounting & finance questions
❌ No more confusing spreadsheets from a bookkeeper who barely knows your business
❌ No more time wasted on QBO, Xero or FreshBooks support tickets and frustration with your accounting software
✅ You Deserve Tools and Support That Work at the Speed of Your Business
With the Smart Money Membership, you’ll learn how to:
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Tap into modern tools and AI-powered systems that simplify your accounting
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Make confident financial decisions without relying on someone else’s timeline
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Stay organized, profitable, and prepared—month after month
This is not another course you’ll never finish or a spreadsheet you’ll never open.
This is a dynamic membership of other small business owners ready to get serious about their finances.
This is real-time support, plug-and-play tools, and guidance that empowers you to run your business smarter—without hiring a full-time finance team.
Included: Simple Start Call
You meet with Maria and her team to develop a custom 30-day roadmap to get you on the path towards smoother finances.
Included: Monthly Workshops
Each month we release a new workshop focused around accounting, cash flow, budgeting and related topics. Learn & grow!
Included: Accounting Support
No matter what accounting solution you use, you have access to the membership to post your question and find solutions NOW.
✨ This Membership is For You if...
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You're bringing in solid revenue but you're still left wondering, "Where did the money go?"
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You feel stressed every time you think about your books or look at your bank account.
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You've outgrown DIY spreadsheets but aren't ready to outsource or don't know if you want to
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You want clarity and control - but you're stuck in reaction mode
The ONLY Membership that saves you Valuable Money AND Time...
Our Membership covers QuickBooks, Xero, FreshBooks and more!
📈 Inside the Smart Money Membership, You’ll Get:
Monthly Trainings
Actionable lessons on cash flow planning, profit-building, tax prep, and smarter business operations.
Plug-and-Play Tools
Ready-to-use templates for tracking your cash, setting spending targets, and forecasting revenue like a pro.
Weekly Accountability & Tips
Short weekly emails and reminders to help you and your team keep your finances top-of-mind and on-track.
Supportive Community Access
Connect inside our private Smart Money group (hosted on Skool), where you can ask questions, share wins, and get feedback.
Quarterly Planning Sessions (Premiere Members)
Live strategic review with you once per quarter to map out the next 90 days of growth.
Quarterly Financial Review
(Premiere Members)
Our team will review your finances at the end of each quarter & send a personalized report.
Preview of 'Getting Your Customers to Pay You' Workshop
This is an actual workshop that was taught to members discussing ways to get your customer to pay you and reduce your Receivable balance.
You'll have access to this workshop and others immediately upon joining the Smart Money Membership!
✨ Additional Benefits for Our Premiere Members
Quarterly Planning Sessions
As a Premiere member, you get access into a private area of the Membership that discusses business strategy and planning. This goes beyond just the numbers and includes both monthly goal planning and review sessions, plus a LIVE Quarterly Planning session with Maria and other Premiere members.
Upgrade to Premiere and not only get your finances upgraded, but your entire business.
Quarterly 1:1 Financial Review
This is one of the best values of the entire membership!
Once each quarter, have Maria's team review your business financials. This can be used in conjunction with the Quarterly Planning Session.
The financial review is a live 1-hour call with Maria and team to review the last quarter's results and discuss what changes and improvements you want to make to the next quarter.
Prerequisite for this will be financial statements submitted prior to the call.
