Own Your Numbers
So you can build a social impact business that is solid and sustainable in any economy.
With Meaningful Money, business owners build core financial strength through new skills, systems and knowledge.
So you can lead better financial outcomes and greater social impact.
Our top priority:
Get the basics in place quickly.
Set your financial and social impact north star
Control cash flow and manage finances so you have peace of mind
Deepen your understanding of financial reports and use them track and manage what’s going on in your business
Create a forecast that accurately reflects your vision and strategy
Build your knowledge about money and financial language - so its not so mysterious or difficult
Embed values in all of your financial decisions
Running your business is hard enough.
Don’t fly blind – with missing, incorrect or flat out wrong information.
You don’t want to make expensive business mistakes; especially if the economy is going through a rough patch!
Knowledge is power: You want to know and understand what’s going on in your business. You want to OWN your financial success
Financial jargon and reports can be confusing. Time to change that. Bust those myths and keep your focus on the things that matter.
Decisions, Decisions, Decisions.. The constant pressure of making decisions without clear information is exhausting. We’ve got your back.
This course is for:
Solopreneurs ready who want to increase their owners pay or find the cash to hire new team members.
Entrepreneurs who are driven by mission and social impact that also understand that profit is the fuel that will deliver on their impact promise.
Women business owners feeling the pinch of lower sales and higher costs who want to end 2024 stronger than you came into it – even if 66% of economists are right and there is a recession.
This is for you if you agree:
Making money feels great.
Especially when it's linked to your values and delivers on your mission.
Meaningful Money Course & Community
What most business owners want is targeted support and skills building; not a 6-month mini MBA.
That’s why we condensed the work we do with our Fractional CFO clients and created two short courses plus an ongoing community of support so you can select exactly the support, knowledge and accountability you need for 2024.
Here’s what the program looks like:
Course & Community Syllabus
Meaningful Money Essentials:
(Course 1 | 3 weeks )
Time investment: 10 hours over 3 weeks
1 hour (or less) of course videos per week
1 hour of focused work on the course materials
90 minutes weekly of coaching/ Ask a CFO with your peers (live via zoom)
Are Your Numbers Meaningful?
Bookkeeping assessment checklist plus video tutorials that demystify the bookkeeping process enough for you to understand what your books should look like when they are complete each month.
Learn: How to review your bookkeeping to spot trouble so you can have confidence in your numbers!
Cash Plan Template
& Deep Dive
Everything you need to stay on top of revenue and spending from week to week in your business. Once its set up, you can roll the cash plan forward and keep it updated to always be able to see 12 weeks ahead.
Learn: Cash management techniques of the pros!
Financial Statement
Master Class
This lesson will demystify the information in your financial reports. We’ll go through the 3 standard financial reports so you will understand how to use the information in each report.
Learn how to design a report that fits your business by adjusting the Chart of Accounts (the skeleton of your financial reports).
Meaningful Money Expansion:
(Course 2 | 4 weeks)
Time investment: 14 hours over 4 weeks
1 hour (or less) of course videos per week
1 hour of focused work on the course materials
90 minutes weekly of coaching/ Ask a CFO with your peers
Forecast the Future
Build a 3 year projection model
Understand cash demands tied to growth
Create your dream team at each stage of growth
Plan & measure impact
Live in the Present
Select and use KPI/Leading Indicators just right for your company.
Identify the top metrics and warning signals that will give you real time information about how your company is performing (or not).
Embody Change
Dive into decision frameworks.
Hone your skills by using data to inform day to day and strategic decisions.
Use the right information and tools to make decisions quickly and confidently.
Meaningful Money Community:
(Ongoing via Quarterly Subscription)
Time investment: 24 hours over 12 weeks (1 quarter)
2 hours (or less) of course videos per month
90 minutes weekly of drop in coaching/Ask a CFO with your peers on zoom
Private Slack channel for on demand coaching
Set Quarterly Goals and Intentions
Learn how to design and implement decision-making structures to fit your business
Achieve traction with our Action & Accountability frameworks
Bring your toughest decisions to peer hot seats to gain from insight from experienced business owners – who are also cheering you on.
Join live decision debriefs; where we review the quality of decisions as well as the results of the actions taken by community members.
Develop daily, weekly and quarterly habits that will help you consistently build your confidence with using financial information.
Make this the quarter you
Rock your finances
Build profit
Expand your social impact
Special Offer
Meaningful Money Essentials + Meaningful Money Expansion
$997
**Trust me, I know what an insane value this is. We’re offering this price now so you can get the financial help you need without sweating over payments.
But I can assure you.. this price will never happen again… don’t miss it!
Meet your Virtual CFOs
Christine Rico
Twenty-five years of experience in business development, financial management, and coaching has equipped Christine with the skills to support business owners with critical financial decisions and building profits. Christine builds profitable companies that do good in the world. When not advising her clients, Christine mentors through FoodFutureCo; works on impact finance structures as Co-Chair of Slow Money NYC; and is Treasurer at ioby.org - a funding platform for community action projects.
Jamila O’Gilvie-Craig
Before joining our team, Jamila was Senior Vice President at One William Street (OWS) Capital Management, a boutique investment management firm specializing in asset-backed securities and structured credit. She began her career as an auditor in the Investment Management Group at Deloitte in New York and is a registered CPA in New York State. Jamila’s analytical and reporting background, coupled with her ability to assess a situation quickly, make her a valuable asset to businesses looking to scale and streamline their operations and reporting.
Learning is better with Community
Real-time expert insights
Understand what changes CFOs recommend to your financial reports and cash management plan and financial strategy. (& why!) Apply expert insights to your forecasts and business decisions.
Active hands-on learning
Course materials will be available online in video, text, worksheet and audio formats. But to get the most value we encourage everyone to attend the live workshops where you can bring your spreadsheets, assumptions, reports and questions and we will troubleshoot your results and discuss improvements.
Interactive and based on your real business needs
You’ll be applying all the course materials to your own business and bringing your questions and issues to the conversation. The more you share, the more you’ll benefit. Especially when interacting with other business owners. PS: If you need to share confidentially, we can take it off zoom. No problem.
Learn with a cohort of peers
Join a community of like-minded social entrepreneurs who want to learn and grow alongside you.
We’re serious about curating and building community, that’s why it all starts with a quick application: so we know exactly who’s joining the party!
Frequently Asked Questions
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All sessions will be recorded. You can submit questions in advance and we’ll answer them in the session and you can watch later.
We’ll also have a course member platform where you can ask questions and get responses within 24 hours via email or video.
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You’ll have 10 days to try the course content and experience how we interact with the community. If the course doesn’t meet your needs or expectations you can withdraw for a full refund before the 10th day. We do hope you’ll talk with us first, because we are 100% committed to providing a high return on your investment from the day you enroll.
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We’ll invite you to join our community for an extended period of time. Subscriptions will be for the remainder of the year; paid quarterly.
You’ll also have access to CFO support either by upgrading to our Virtual CFO service or by purchasing blocks of CFO advisory meetings.
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This course is designed for companies that have active sales – ideally from $100,000 to $1million in revenue. We recommend waiting until you have $100,000 in sales before signing up for the course. However, feel free to let us know.. If we get enough interest in a course oriented towards smaller and start-up companies we could open a cohort focused on $0 - $100K).
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You’ll have the benefit of our CFO insight and recommendations within a few days of starting the course. We’ll do a deep dive into your financial reports in the first week of the course; and begin cash flow management in the second week. The speed of how fast you’ll see the results is entirely based on your implementation.
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Um, no. We don’t teach the process of bookkeeping or accounting. It’s not our jam. If you want to outsource your bookkeeping we can discuss that; or we can refer you to people who train owners on bookkeeping.
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This is a supported DIY course where you will be using spreadsheets and building financial skills. You don’t have to be an expert, but you should be prepared to use Gsheets and/or Excel. Our approach is all about empowerment. We’re not going to let a little thing like excel get in the way of what you need and want to know.
You made it this far and you still have questions?
Let’s talk.
Click HERE to Read and Download our Meaningful Money Terms and Conditions