Get it done the right way, once and for all, so you are set up to win for today and tomorrow!
Establish the financial systems to support exponential growth, stay in compliance with government regulations and keep more of the money you make.
Establish Your Financial Footprint is an online blended learning experience where I share the exact steps I’ve used with clients for over 30 years to create financial management systems that are tailor made for you so they truly support you and your goals.
You will learn how to reframe your money relationship set yourself up with the systems of the financially successful and learn how to connect with your numbers in a playful and meaningful way.
You will come away with a fully implemented financial management system and new skills that inspire a increased confidence in managing your finances.
In this module, you will take your first steps to reclaim your financial power, uncover the blind spots that have kept you stuck and begin to develop the money mindset and habits that will keep you on track toward your financial dreams.
By the end of this module you will have…
In this module, you will discover a playful way to gather all your paperwork into one place once and for all!
By the end of this module you will…
In this module, you will have made a decision about and implemented the financial foundations that you will continue to grow from.
By the end of this module you will…
In this module, you will bring it all together. You will learn how to integrate your information with your systems to produce the details you will need to make confident financial decisions.
By the end of this module you will…
In this final module, you will put together your money management tool kit for ongoing success.
By the end of this module you will…
"Working with Sue has benefitted me immensely, there is no question. She has taught me how to value myself, my services, my work in the world, and how to connect with prospects and clients in a more direct and mindful fashion that focuses on getting the results I need to stay in business and serve more people. She has also guided me on how to create a better money system for myself, how to look at money in a new way, to work with it instead of against it and to understand the consequences of my actions, for instance, when and how often I chose revenue generating activities in my day as opposed to activities that may support my business on a secondary level, but not necessarily generate revenue. She has streamlined my process and that makes all the difference as a solo entrepreneur!"
Melissa Waldron, Red Hot Now
"I had always been afraid to confront finances. I've never been great at math and no matter what I was making, it was never enough. This year I was determined to get out of this scarcity mentality and my goal was to become an excellent manager of my finances. I knew that once I brought clarity and order to our finances, the money would overflow. It hasn't been easy, it's required me to say yes to some things I didn't even know how I would pay for...but in the end it was worth it. I now KNOW my numbers, my clientele has quadrupled, I know what it costs to run my business, I'm sticking to a budget that doesn't feel restrictive, I feel confident in my 12 month vision and the level of integrity I have in my business dealings is so different than even a year ago. I'm so grateful to see the fruits that have come as a result of me making a simple decision to stop struggling and start accepting that abundance is my birthright. Special thanks to Sue Thompson for helping me see the big picture literally! And how every financial decision factors into that."
Jackie Kotei, Marketing Coach
"As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do! "
Ryan Withrow, Awesome Communication
Bonus 1
Accounting Alchemy Resource Center
Access to Sue’s highly acclaimed resource center, giving you the templates and checklists for a solid foundation to data management. (Value $297)
Bonus 2
Networking
Expand your knowledge masterminding with other small business owners like yourself. The value of meeting and learning with others comes from the connections you make with them and those they know. (Priceless)
Bonus 3
A complimentary One on One session with Sue
Get Sues 30+ years’ experience on your Financial Foundation. In this 90-minute session, Sue will review your set up and make sure your next best steps are identified. (Value $697)
Bonus 4
Quick Books Online
If QuickBooks online is the avenue you would like to use then enjoy your first three months free on me* (Value $120) *Only for subscriptions that are newly established through The CFO Agency.
Peace Of Mind Guarantee:
Buy the course, and get started. If by the end of Module 2 you don’t like it or don’t believe it will help you to Establish Your Financial Footprint you can ask for your money back – no questions, no hassles, no kidding.
Sue Thompson is known as America’s Financial Management Expert. Her message evolved over 30 years working in banking and finance and as a Business Owner. In her accounting business she has helped hundreds of people manage their money, eliminate debt, and build their businesses and their lives to create less stress and more financial freedom.
Sue is very experienced and highly trained in the skills of money management and stewardship. She is a gifted speaker and seminar leader that is both entertaining and knowledgeable. Her insights have helped people to reach and exceed their financial goals sooner than they ever thought possible.
Sue’s tips can take the scary proposition of finances and turn them into an exciting plan for your future. Imagine the peace of mind that comes with a step by step plan to achieving your goals. Plus she teaches how to do all this without stress and arguments.
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