Money Making 

90 min Financial Session

This is a 90-minute, personalized strategy session designed to help you take control of your revenue for the next 12 months. We’ll work together to map out a clear, actionable plan, so you know exactly how your business will generate consistent income—no more guesswork, just a roadmap that helps you hit your goals and shows you how to bring in the money you deserve.

You’ve been at this for a while, putting in the work, showing up every day, and doing everything you’re supposed to do.

But there’s still that nagging feeling—why isn’t the money adding up the way it should? You’re juggling a million things, wearing all the hats, and yet, each month feels unpredictable. One minute it seems like everything’s flowing, the next you’re wondering where the next dollar is coming from.  


It’s exhausting, right? That uncertainty—wondering if the effort you’re putting in will actually pay off. You’re doing the work, but you’re still guessing when it comes to how the money will show up. Deep down, you’re craving more control, more stability. You’re ready to stop hoping things will fall into place and start knowing exactly how your business is going to make money, month after month. 


That’s where the Making Money Strategy Session comes in. This session isn’t about another set of random tips or “try this and see if it works.” It’s about getting real. We’ll sit down, dive into the numbers, and map out exactly how you’re going to hit your revenue targets for the next 12 months. No fluff, no guessing, no “maybe this will work”—just a clear plan that makes sense for your business and shows you how to bring in consistent revenue that you can actually count on.

This For You If...

You’ve been running your business for at least 3 years and you’re making $150k-$500k a year.

You’re ready to pay yourself more and grow your revenue without feeling overwhelmed.

You want a clear plan that shows you exactly how to hit your revenue goals month by month.

What You’re Walking Away With:

A 12-month revenue roadmap spreadsheet that gives you clear steps to hit your money goals.

A pricing strategy that actually supports your revenue goals.

A breakdown of your key revenue drivers so you know where to focus your time and effort.

Your Revenue Roadmap Resource Guide that houses all the strategies and money making tips we come up with.

Confidence in your numbers—you’ll leave knowing exactly what needs to happen to hit your income targets over the next year.

The Details

Let’s Map Out Exactly How You’ll Make Money Over the Next 12 Months

Set Your 12-Month Revenue Targets


Let’s get real about how much money you want to make and break it down into monthly targets that make sense. We’ll take a close look at where you are now, and what it’s going to take to get you where you want to be by the end of the year. No more vague goals—you’ll know exactly what needs to happen month by month to hit those numbers.

Price for 

Profitability


Are you charging what you’re worth? Chances are, you’re leaving money on the table. We’ll dive into your pricing and figure out if it’s time for a raise—or a whole new approach. Whether you need to tweak your rates, add a new offer, or bundle services, we’ll make sure your pricing strategy lines up with your revenue goals.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Euismod mi, cras viverra augue. Volutpat aenean pulvinar integer ut vel. Fringilla massa integer porttitor.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Euismod mi, cras viverra augue. Volutpat aenean pulvinar integer ut vel. Fringilla massa integer porttitor.

Break Down Your Revenue Drivers


Not everything in your business brings in cash the same way. We’ll get clear on what’s moving the needle for you—whether it’s how many clients you’re booking, how often they’re buying, or how long they stick around. You’ll know what to focus on, what to tweak, and what’s worth your time to get that money flowing in. 

  • Leads: How many people are coming into your world, and how do we get more of them? 
  • Sales: How many leads are converting into clients or buyers? 
  • Retention: How do we keep clients coming back and buying more from you? 


We’ll break down the numbers so you know exactly what needs to happen in each of these areas to hit your revenue targets.

Strategic Action Plan


This is where it all comes together. We’ll wrap things up by laying out a step-by-step plan that shows you exactly what you need to do each month to bring in the cash. No more winging it. You’ll have a clear roadmap that takes the guesswork out of growing your revenue. 

  • Monthly targets: Know exactly how much you need to make each month—and how you’ll make it. 
  • Key actions: We’ll outline the specific moves you need to make to hit those targets, from adjusting pricing to boosting your leads and keeping clients coming back. 
  • Revenue scenarios: We’ll map out a few different revenue paths so you’re ready no matter what comes your way. 

By the time we’re done, you’ll have a real plan in place to make the money you deserve—and know exactly how to get there.


Lorem ipsum dolor sit amet, consectetur adipiscing elit. Euismod mi, cras viverra augue. Volutpat aenean pulvinar integer ut vel. Fringilla massa integer porttitor.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Euismod mi, cras viverra augue. Volutpat aenean pulvinar integer ut vel. Fringilla massa integer porttitor.

What to Expect

Here’s how it works:


  • You’ll kick things off with a Money-Making Revenue Audit so we can get a clear view of where your business stands right now. 
  • Then, we’ll dive into a 90-minute 1:1 strategy session, where we’ll map out how you’ll bring in revenue over the next 12 months—no guesswork, just a clear plan. 
  • After our session, I’ll send you a customized revenue roadmap within 14 business days and a Loom video that lays out your next steps. 

  • 01Customer
  • 02Payment

Contact information

Billing address

https://theconciergecfo.com/terms-and-conditions
I agree
Close
Special Offer
Don't know how much you'll owe in taxes for 2024
Let's fix that.
Investment: $500

This session is your chance to take control of your financial future and keep more of what you earn. 


We’ll cover:

2025 Tax Projection: Know what to expect so there are no surprises.

Up to 3 Personalized Tax Strategies: Tailored ways to reduce your 2025 tax burden.

Maximize Your Savings: Keep more money in your pocket to reinvest in your business, pay yourself, or grow your wealth.

Most tax strategies must be implemented by December 31st to count for this year, so we need to plan now to give you time to take action. 

Don’t wait—this is your chance to set yourself up for success and maximize your savings!
Add to cart$500.00

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Money Making Financial Strategy Session90 min call$500
  • Total payment
  • 1xMoney Making Financial Strategy Session$500
    -+

All prices in USD

Please note that after you make your investment, you will receive a Welcome Email with next steps. If you do not receive an email, please contact hello@theconciergecfo.com, and our team will assist you.

Processing...

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Powered by
© 2025+