Your Business Needs a
MakeOver
FINANCE
CEO's Can Achieve
PROFITABILITY.
Give us one 90 minutes a week, and we can give you the financial roadmap, accounting team, and automation to transform your CASH-eating business into a lean, green PROFIT machine.
Entreprenuer with
a FANTASTIC service
So let me ask you something...
You're a Passionate
What if becoming profitable was easy?
I know, I know, that might sound crazy when you’ve been avoiding your bank account in hopes that big revenue will just resolve all your problems.
I hear you thinking...
And we're here to
prove that to you
Peace of Mind & Profitability
CASH FLOW Comfort,
Let's start you on the path to
Karen Lake
In 2021, I had to face a hard truth: if I didn’t prioritize my business finances, I would never escape the financial stress of entrepreneurship. That’s when I took a financial literacy class from Bill. That class—along with his coaching—changed my life.
By 2023, I had transformed my 300-client business into a profitable, thriving company—one that multiple companies wanted to buy. And I did. I sold my company of ten years, all because I finally got my numbers in order and prioritized profit.
The Entreprenuer
After a second grandchild and incredible trips to Italy, Alaska, Utah, and the Caribbean, I realized I couldn’t keep this knowledge to myself. Profitability is life-changing, and I needed to share this message with other entrepreneurs.
All for just $79!
Stop Guessing Start Profiting
What if a CFO could review your books and tell you where to start on your path to profitability?
Apply Today
No stress - No guesswork - Just clarity
All for just $79!
Stop Guessing Start Profiting
What if a CFO could review your books and tell you where to start on your path to profitability?
Apply Today
No stress - No guesswork - Just clarity
CASH FLOW
Reason Businesses Fail Is
Founders struggle with cash flow for 3 reasons
#1
Lack of accounting experience
Low financial confidence
Limited time to dig into the numbers
Did you know
69%
of small business owners
have LOST SLEEP worrying about money?
I know numbers can feel intimidating. It’s tempting to ignore your bank account and hope things will magically fix themselves—but that never works.
IT IS NOT YOUR FAULT
BUY A NEW BUILDING
HIRE MORE STAFF
INCREASE YOUR AD SPEND
But BIGGER isn’t always better.
If you’re not managing your finances properly, a bigger business just means bigger problems.
Grow! Grow! Grow!
Everywhere you look online,
the message is the same
Even if...
You didn’t take Accounting 101.
You don’t like bank statements.
You don’t like math.
There IS a financial roadmap
for your business that is
EASY to understand.
PROFITABILITY
Unlocks Growth
is only half the story
REVENUE
As the founder, your #1 job is to know what’s driving profit—and what’s quietly draining it. But here’s the catch: you can’t fix what you can’t see.
That’s why we give you:
✅ One simple app built for busy CEOs
✅ Seamless sync: QuickBooks Online
✅ Our team handles QBO Reports
Just update your app, and our team sees exactly what they need and where they need it.
This isn’t about more software. It’s about making sure you, the CEO, always know what your money is doing—in real time.
When you have a great service and
Happy Customers
a cash flow crisis seems almost impossible to imagine.
Sound familiar?
Believe me—I’ve been there. If my bookkeeper from ten years ago knew I was helping CEOs clarify their finances, she’d probably have a heart attack!
Fortunately, in 2021, I had the smarts to hire a financial coach, Bill, who taught me the business financial skills to make my company profitable. And two years, I sold my business of ten years BECAUSE of my Financial Make0ver.
And now I've joined forces with CPAs, Bookkeepers, and Fractional CFO's. Together we can give you the financial skills you need to make YOUR business profitable.
Success isn’t just about making money—it’s about making an impact and loving the work I do.
It’s about financial freedom—having the time to be with those I love, living where I want and making a real difference.
For me, it is about the freedom of time to be with my husband, 3 girls and my 3 grandchildren.
If you're anything like
ME
24/7 Trying to Fix Your Business?
Stop Working
time with the people you love?
Spend Quality
to create the life and freedom you want?
Build Profit
Can you imagine a life where you never worry about money?
Where you don’t check your bank account to see if you can cover payroll?
Where you’re not scrambling to pay your business taxes?
If you’re shouting YES, YES, and YES—but your reality looks nothing like this—then you’re in the right place.
Would You?
You can start today to turn your quality service business from a cash-crushing storm into a thriving, profitable machine.
So, what’s the real difference between a struggling business and a wildly profitable one? (Hint: It’s not just about having a great service or product!)
The Good News?
There's a simple roadmap
Raise Your Hand If This Sounds Familiar
👉 You want your business to be the joy of your life, not the stress.
👉 You offer a great service, and your customers love you, but you just can’t seem to make the numbers work.
👉 You’re hoping that growing your business through social media and Google ads will magically create profitability.
👉 You can’t figure out how to find the time to look at your books.
👉 You KNOW you’re passionate, qualified, and intelligent. You’ve earned your place, but something keeps getting in the way of your profitability.
THE SECRET?
Nailing six simple steps on the road to profitability. You don’t need to be an Accountant (or even like math), because our easy-to-follow Finance Makeover team and system does the heavy lifting for you.
We’ll help you weed out financial leaks and replace them with smart strategies that grow a thriving, profitable business.
Then—SHAZZAM! 🚀 You’re seeing profits in less than 30 days. That’s the power of mastering your finances.
Let’s trim the fat from your business and turn it into a lean, green profit machine.
Overwhelm to
Financial Confidence
It's Time to SHIFT
Let's Give You the Map
✔ Commit to Profit Planning – Set a weekly money date to heal your relationship with finances, create a profit vision, and take control of your cash flow.
✔ Optimize Your Money Systems – Set up banking and software automation tools to build your lean, green profit machine—so your business works smarter, not harder.
✔ Automate Smart Reports – Gain clarity with real-time insights into what’s driving profit and what’s draining it—so you can make better financial decisions.
✔ Plan for Success – Implement strategic financial planning to ensure you're prepared for taxes, growth, and unexpected expenses while prioritizing profit.
Let's Do This
Let's build the financial future
you deserve!
START TODAY
Together
If you’ve been asking yourself, “How can I make my business finances work for me, not against me?” — THIS is your answer.
Finance MakeOver gives you the simple, actionable steps to take control of your money, boost profits, and build financial confidence.
Enrollment is now open! Don’t miss this chance to transform your finances and secure your business’s future.
Let's Make Magic
Join Finance Makeover TODAY!
The 6-Steps Spell P-R-O-F-I-T
Your business should empower you—not trap you in a cash flow crisis. It’s time to ditch the stress, master your money, and unlock higher profits with a proven system designed for entrepreneurs like you.
Take Back Control, Boost Revenue & Increase Profitability
Profit Mindset
Know exactly where your money is going and how to maximize it. Shift your money mindset, create a financial game plan, and commit to weekly profit planning.
STEP ONE
Revenue Ramp
Streamline bookkeeping, payroll, and expense tracking for effortless financial management. Automate your financial tracking, payroll, and organize your business finances.
STEP TWO
Optimization
Set up a sustainable system that puts profitability at the center of your business. Identify unnecessary expenses, optimize spending, and increase profitability in just 30 days.
STEP THREE
Finance Flow
Optimize cash flow with our Finance MakeOver envelope system, which keeps you in control. Allocate funds for profit, revenue, taxes, and operations—so you always know where your money is.
STEP FOUR
Income Insight
Stay on top of revenue, expenses, and cash flow like a pro. We’ll help you create automated reports, track cash flow, and make data-driven decisions that keep your business thriving.
STEP FIVE
Tracking Growth
Track your progress, reconcile accounts, generate financial reports, and confidently track your business growth.
STEP SIX
I absolutely love working with entrepreneurs to help them build and scale their businesses. It’s been my passion for quite some time now.
While I’ve helped countless business owners establish corporate credit, I’ve come to realize there’s a bigger, universal challenge—financial management.
I’m dedicated to ending money stress for business owners. Too many entrepreneurs avoid dealing with the numbers.
I know, I’ve been there.
Karen Lake
CAN I SHARE SOMETHING
PERSONAL WITH YOU?
Lean Green Profit Machine
Finances can be overwhelming, frustrating, and confusing—especially when you have a great service, loyal customers, and a growing business.
And no—we’re not saying you, the CEO, need to do the books yourself.
But you do need to understand what’s really happening with your money.
Because at the end of the day, you’re the one driving the business.
You need clear data to decide what’s working, what’s not, and what needs to change.
That’s why we’ve built a powerful team of accounting professionals—**including a Fractional CFO—** to bring you clarity and eliminate money stress once and for all.
We’re not here to sell cookie-cutter bookkeeping.
We deliver high-impact financial transformation that turns your business into a lean, green profit machine.
CEO-Level Visibility
Roadmap to Break FREE from the Cash Flow Rollercoaster
You Get...
Accounting for Profit
Certified Accountant Review
Dedicated
Customer
Success Manager
Email Support Next Business Day
CEO App that synchs with Quickbooks Online & More
Zero Debt Countdown Workbook
Credit Report for Your LLC or Corp
And if you Act NOW...
What have you
got to lose?
Bonus! Bonus! Bonus!
I'm so confident you’ll love working with our accounting team that we don’t lock you into any annual contracts. Everything is month-to-month, so you stay because it’s working—not because you’re stuck.
It’s flexible, founder-friendly, and built to grow with your business. You’re in control every step of the way.
Our fractional CFO dives deep into your finances, pinpointing exactly what's next on your path to profitability. Every review is uniquely tailored—just like your business.
Our fractional CFO dives deep into your finances, pinpointing exactly what's next on your path to profitability. Every review is uniquely tailored—just like your business.
Absolutely! Each review zeroes in on exactly what will create the greatest impact, clearly illuminating your next best step forward.
Absolutely! Each review zeroes in on exactly what will create the greatest impact, clearly illuminating your next best step forward.
Our Finance MakeOver Fractional CFO personally conducts your review—bringing you direct expertise and clarity. In addition, he oversees our dedicated accounting team, ensuring top-quality support across the board.
Our Finance MakeOver Fractional CFO personally conducts your review—bringing you direct expertise and clarity. In addition, he oversees our dedicated accounting team, ensuring top-quality support across the board.
We’re so confident you’ll love your CFO Strategic Finance Review, we offer a same-day satisfaction guarantee. If it’s not a fit, just let us know the day of your review—no questions asked.
We’re so confident you’ll love your CFO Strategic Finance Review, we offer a same-day satisfaction guarantee. If it’s not a fit, just let us know the day of your review—no questions asked.
One hour. 😁
One hour. 😁
You can’t afford to look away.
Your finances need your leadership.
Make this the year you stop guessing and start leading.
Because time—and cash—are slipping away.
