I reached a point in my business where I didn’t just feel stuck—I felt suffocated.
The pressure to keep everything running… to keep the revenue coming in for my family, my team, my obligations… it was heavy. And I was tired. Deeply.
It wasn’t that I didn’t care—it was that I couldn’t keep carrying it all the way I had been.
Something had to shift. Fast.
I realized: I didn’t need to work harder. I needed to lead differently.
So I found the right mentor, committed to doing the real work—and rebuilt my business from the inside out.
That decision changed everything.
Here’s what changed when I stopped operating from hustle—and started building with intention:
🧠 People:
I got clear on who I needed—and where.
I built a team aligned with the mission, the numbers, and the roles that mattered.
No more chaos. No more doing it all myself. I shifted into captaining the ship instead of rowing alone.
⚙️ Process:
I designed a seamless client journey—from lead to sale to delivery to payment.
Every step became repeatable, efficient, and brand-aligned—so the client experience stayed consistent, scalable, and referable.
Think Starbucks-level systems—but with service that actually delivers transformation.
📦 Product:
I refined what I was offering and who it was for—no more trying to sell everything to everyone.
With clarity came confidence. Sales became simple, messaging became magnetic, and I didn’t need to “convince” anyone ever again.
💵 Pricing:
I let the math lead—not emotion.
My pricing model made it easy to pay my team well, pay myself consistently, and reinvest in the business—without undercutting my value or overextending my margins.
📈 Profit:
I went from barely scraping by to building the life I envisioned when I started.
No more survival mode. Just smart growth, sustainable income, and real freedom.
Mastering these five elements didn’t just transform my business—it gave me my life back.
This is what happens when you stop operating from survival and start building with clarity, strategy, and structure.
Now, I get to help my clients do the same—build businesses that are profitable, sustainable, and aligned with the life they actually want to live.
This isn’t about hustle. It’s about building with intention.
And I can’t wait to help you step into that version of success.
Where more money and less chaos isn’t just possible—it’s the plan.
Contractor Cash Club is a high-impact financial strategy and implementation program built specifically for blue-collar business owners who are ready to stop guessing and start growing—
profitably
.
This isn’t bookkeeping. This isn’t surface-level coaching.
This is financial leadership for contractors who are ready to run their business like a true CEO.
What We Do:
Inside Contractor Cash Club, we help you:
✅ Get control of your cash—so you always know what’s coming, what’s going out, and what you can actually pay yourself
✅ Build profit-first pricing strategies that protect your margin, not just win jobs
✅ Forecast with confidence so you can grow on purpose—not just react to opportunity
✅ Turn your financials into decision-making tools, not just tax documents
Whether you're doing $250K or $2M in revenue, we help you stop operating on gut instinct and start running with a clear, cash-driven strategy.
What’s Included:
Every member of Contractor Cash Club gets access to:
Cash Flow Strategy & Forecasting
You’ll build rolling 13-week forecasts and annual cash planning tools that let you lead from clarity, not your bank balance.
Pricing & Margin Alignment
We’ll help you calculate true job costs, rework your bids, and finally feel confident that you're charging what your work is worth.
Budgeting & Financial Planning Tools
Forget complicated spreadsheets. We’ll give you plug-and-play tools to manage expenses, plan for taxes, and keep profit locked in.
Live Coaching & Expert Q&A
Weekly sessions with a fractional CFO and COO team (Shena + Jerry) to guide you through financial and operational growth, answer your questions, and help you execute in real time.
Operations Systems That Support Scale
Because money without structure leads to burnout. We’ll help you clean up the backend so your growth doesn’t overwhelm your systems.
Marketing + Sales Strategy Support
We'll walk you through aligning your offers, pricing, and brand so you're attracting right-fit clients—and saying no to the ones who drain your bottom line.
Who This Is For:
Contractor Cash Club is designed for service-based business owners in the trades who:
Are generating revenue but still feel strapped for cash.
Want to stop flying blind and start leading with confidence
Know they need a system—but don’t want to waste time figuring it out alone
Are serious about building something sustainable and profitable
The Outcome?
A business that pays you consistently.
A financial system you actually understand.
And the clarity to grow without burning out.
You don’t need another hustle.
You need a plan that puts your money to work for you.
Where growth isn’t just about revenue—it’s about building a company that’s
valuable, sellable, and ready to scale beyond you.
Scale to Sale is built for business owners and leadership teams running companies between $5M and $100M in revenue who are ready to shift from operational overwhelm to strategic leadership—and eventually, a profitable and clean exit (when you're ready).
And we don’t just help you grow—we help you grow with value in mind.
What You Can Expect:
We don’t do generic strategy sessions or off-the-shelf advice.
We work hands-on with you to engineer a business that:
✅ 10x’s its valuation
✅ 3x’s its profits
✅ 2x’s its available cash flow
Whether you're planning to exit in 2 years or 10, we help you scale like you’re going to sell, because that’s how you build a company that runs without you, attracts top-tier talent, and becomes a magnet for investors or buyers.
What We Work On Together:
Leadership Development & Org Design
Build a team that can drive growth without you micromanaging every move. We’ll help you structure for scale, develop leadership capacity, and create clear accountability.
Strategy Design & Execution Planning
Clarify where you’re going, why it matters, and how you’ll get there. We’ll identify the key growth levers and install execution rhythms to keep the entire team aligned and moving.
Operational Efficiency & Systems Architecture
From SOPs to KPIs, we help you eliminate chaos and optimize for consistency and scalability. Fewer fires. More forward motion.
Sales, Marketing & Brand Positioning
Refine your messaging, sales process, and customer acquisition strategy to support sustainable, profitable growth—without bloated spend or misaligned offers.
Financial Management & Valuation Growth
We’ll help you clean up reporting, manage cash with confidence, and improve margins—turning your business into an asset buyers will fight for when you’re ready.
Who It's For:
Founder-led companies between $5M and $100M in revenue
Leadership teams ready to step out of the day-to-day and into scale mode
Owners who want to increase profit, reduce dependency, and build enterprise value
Businesses considering a future exit, transition, or investment in the next 3–7 years
The Outcome?
You walk away with a business that:
Runs on structure, not stress
Generates consistent profit and cash flow
Scales without owner dependency
Is built for valuation—not just income
Whether you want to sell in 3 years or just want the option, this is how you lead with leverage and create a company that gives you freedom, not burnout.
I’ve lived it—hitting big sales goals but still stuck in the cycle.
Sell. Pay bills. Hustle. Repeat.
It felt like the more revenue I brought in, the more weight I carried. Payroll stress. Late nights. A to-do list that never ended.
I didn’t start my business to feel trapped in it.
I dreamed of freedom—time to breathe, take vacations without guilt, and build something that didn’t fall apart the minute I stepped away.
The turning point?
I stopped focusing only on what happened before the sale and completely restructured how I ran the business after it.
That’s when everything changed.
I went from constant chaos to running a profitable 7-figure company with clarity, confidence, and space to actually enjoy the life I was building.
Now, I help other business owners do the same:
✔️ Install financial systems that create consistency
✔️ Build backend operations that support scale
✔️ Shift from reactive to strategic leadership
✔️ Turn your business into a tool for wealth—not just work
If your business is generating revenue but draining your energy, it’s time for a reset.
Let’s map your Perfect Profit Picture and transform your operation into the sustainable, high-performing company you know it can be.
It’s not just about more sales—it’s about a better way to build.
Let’s do it together.
So many people focus solely on sales and marketing, but that is only one part of the picture. Making more money without working yourself to death is achieved by creating systems and strategies.
Detailed step by step plans to take your business from a job you own to the profitable business of your dreams, all while living the life you desire!
1-1 looks into YOUR specific business and industry. No cookie cutter plans and ideas, but strategies designed just for you and your needs. Every business is unique and therefore every plan we create is just a individual.
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All Rights Reserved 2025 © Copyright Your Pocket CFO
TERMS & CONDITIONS | PRIVACY POLICY | LEGAL
All Rights Reserved 2025 © Copyright Your Pocket CFO