The Finance Edit

A course that teaches online business owners how to do their bookkeeping so they can make more, save more & live more.

JOIN TODAY
 

From the money that’s coming in today to the money that’s setting you up for retirement…

This course pulls your head out of the sand and teaches you how to manage it all yourself. 

Do you find yourself thinking…

✦
“I know the business finances are important but I have no clue what I need to do to actually manage the financial side of my business.”

✦
“Do you feel like you know some of the things, and at the same time, feel paralyzed with the fear of messing it up, so you just avoid it altogether?”

 I get it. Having clarity and being confident when it comes to money rarely feels effortless. When you decided to start your business, needing to manage its finances was the furthest thing from your mind.

What if you were able to zero in on the areas of the business financials that need your attention, and you had someone showing you how to do it AND in a sequence that will actually help you and your business?

 

How amazing would it be to stop trying to do it all and just focus on one aspect of the financial operations so you can then have a solid financial foundation that can support future growth and profitability.

That is what we do inside The Finance Edit. 

Once you’re in, we get to work creating a financial process that you can maintain, we begin to examine your limiting beliefs around money and we work on creating sustainable financial habits that will carry you through your life as CEO. 

So let me ask you…

✦ How would it feel to stop going at this alone?

✦ How would it feel to no longer avoid the topic of  money in your business?

✦ Let’s Discuss The Financial Situation 

Humans are fascinated yet incredibly awkward when it comes to money. And while not a comprehensive list of reasons, here are a few explaining why…

  • We are told the topic of money is off limits. So when we do talk about it, the majority of people feel some level of discomfort, because having a conversation about it is unfamiliar. 

  • The availability of financial literacy is largely absent from the U.S. public education system, so for the majority of us, we learn about money, and how to manage it from our family, which presents its own set of complexities. 

  • If you are someone with unprocessed trauma around money, you likely have coping strategies like avoidance, deflecting and may even buffer with overspending and underearning.

So let’s take any or all of those reasons, add your goal to start a business, and all the things to market, sell and deliver, I just have one question…

Where do you prioritize managing the business financials?  

For many business owners, its at the bottom of the to-do list.

T E S T I M O N I A L

 
 

“Every year we’ve grown because of Aimee, and every year we’ve been profitable because of Aimee. My goal is to be a 7-figure company by next year and with Aimee’s strategic planning the path to get there is very clear.”

Jenna Guarneri
jmgpublicrelations.com

I’m Aimee LaLiberte. Let me offer a solution…

Allow compassion and constraint to focus on one financial task at a time. This is how we build your business’ financial foundation. This is how we remove avoidance and replace it with awareness.

So what if you no longer had to figure out what you needed to do? And instead I guided you on the very next action to take to build your financial foundation? All you would need to do is show up and focus on that one thing.

What I believe will happen is progress towards taking ownership of your business financials. I believe your confidence and clarity would emerge and you will see progress across all areas of your business…

And that ultimately fosters growth. 

That’s why The Finance Edit comes with:

✦
A step-by-step Bookkeeping System you can do in less than 15 minutes a week.

✦
Monthly Bookkeeping
Office Hours to ask any questions you have along the way.

✦
Video tutorials showing you exactly how to setup your books, and conduct Monthly CFO meetings.

All of this so you have tailored finance operations that:

Magnify Profits

Doesn’t Require Working Weekends

Facilitates Cash Flow

Makes life as the CEO Fun 

I N T R O D U C I N G

The Finance Edit

What’s Included:

  • · Setting up your Business Accounts
    · Business Credit Cards
    · Selecting Software
    · How to setup Xero
    · 15 min. a week Bookkeeping Process
    · Monthly Reporting
    · Host your CFO Meetings

  • · Adjusting Profit for YOUR Business
    · Calculating Your Lifestyle Number
    · Setting Financial Goals
    · Building a Budget
    · Paying Yourself
    · When Clients Don’t Pay on Time
    · Quitting your 9-5
    · How To Build A Team
    · Planning for Retirement

  • · Your Money Story
    · Power of Awareness
    · Money is energy
    · Wealth Rewiring Recording Meditation
    · Daily Thought Work
    · Forgiveness Exercise
    · Daily Journal Prompts
    · When You Just Want to Quit

  • While I am not a CPA, I will point you to helpful resources and discuss the pros and cons of Sole Proprietorship vs. S-Corp, etc.

  • Monthly Office hours are held for 2 hrs. During this time you can:

    · You can submit your questions beforehand or show up live

    · Ask any question you have while working through the modules

    · Discuss any bookkeeping complications you are running into (data entry errors, troubleshooting)

  • After registration, you’ll receive access to our Slack community! A distraction-free place to connect with other business owners, find accountability partners, and submit your questions to the monthly office hours.

+ Once you’re in, you can start right away.

 
 

Immediate access to the module content so you can dive right in! As new tech emerges the course will be updated.

 
 

Consistent access to Monthly Office Hours which includes a balance of tangible financial advice and mindset coaching.

 
 

Support for continued Financial literacy and growth through quarterly workshops on more advanced topics.

T E S T I M O N I A L

 
 

“Aimee makes you financially fluent through the work she’s doing and that’s incredibly valuable. It’s an education that can serve you in all aspects of your life. She convinced me that I can’t be scared of my finances, that I have to use real words to talk about money, and that the numbers don’t lie. ”

Michael Sgro
michaelsgro.com

Do any of these thoughts sound familiar?

 

“I am really good at delivering the service my business offers, but I’m clueless what I should be doing to manage the finances.”

“I know I am supposed to have a process to track my revenue and expenses, but I really don’t have the time to do it when I’m working with my clients.”

“I know it's always been the plan to have my business pay me so I can leave my 9-5 but I don’t even know how to figure out how much that even is. I wish I had a way to calculate this number, perhaps then I could make a decision on when to give notice.”

 
 

The Finance Edit 

 Your Investment:

One-time payment: $888
12 monthly payments: $88

Now let’s look at your options and the MATH.

✦
Using a bookkeeping service (like Bench):

$250 a month, forever
= $3000 a year

$15,000 total

(if you are in business for 5 years)

✦
Using a personal Bookkeeper:

$360 a month, forever
= $4320 a year

$21,600 total

(if you are in business for 5 years)

✦
Joining The Finance Edit:

$888 paid one time
+ $34 a month for Xero ($408 a year) 

$1,296 total

(if you are in business for 5 years)

 
 

A savings of $13,000 - $20,000.

(Yes. Really!)

So what makes The Finance Edit so unique?

 

We Keep things simple

There is so much value in simplicity. We want to build a financial foundation that is solid. This means teaching you fundamentals that can be built on over time. 

You set the pace, you define your success

Making money and reaching financial goals is fun and they are best when you are in the driver’s seat setting those goals. Our goal is to help you create a financial system for your business, we are giving you the tools, you are using them to create your version of success. We are also here to cheer you on. Its always fun to celebrate every milestone. 

Combination of Tactical Steps AND Mindset AND Coaching

We have been working with businesses for six years and we have found that taking the actual actions of managing business financials and combining it mindset work and accountability is how our clients have created massive results in their business. There are a lot of great accounting and bookkeeping firms AND a lot of great mindset coaches, AND there are few the blend those two worlds. That is what we do here.

T E S T I M O N I A L

“Before hiring Aimee, my biggest challenge was that I didn't know what I didn't know. As a brand new organization, there were so many considerations when setting up our budget, implementing payroll, tracking, reporting...the list goes on. Aimee helped to keep me organized and on task, and has continued to help me ensure the financial health of our organization is a top priority.”

Rebecca Daniels
Executive Director, Discover Schenectady

T E S T I M O N I A L

“I hired Aimee because I desperately needed help balancing my books every month. Before working with Aimee I was using excel spreadsheets for everything and at the end of the year it would take me weeks to prepare monthly reports to get my taxes done. After we met, she streamlined the whole process and it was so efficient, what used to take me weeks now took hours.”

Rebecca Daniels
Executive Director, Discover Schenectady

Join us inside The Finance Edit

In here you will find all the information you need to create your tailored financial systems for your modern business. 

✦ Access to the Finance Edit Roadmap so you can create (and likely edit) your businesses financials to meet the growing needs of your business

✦ Access to Live Quarterly Workshops

✦ Access to Weekly Bookkeeping Office Hours

✦ Access to All Future Content created at no extra cost to you.

Here’s a slight nudge of a reminder

What is all the business scaling for if you can’t enjoy your life along the way?

Our intention here is to remind you that there is your tremendous life to live, Having your financials dialed in gives way to create profits that aid to your one tremendous life. 

There is plenty of information out there that will tell you what YOU need. 

As if they know exactly who you are, where you are with your business and your collective experiences with money.

I'm gonna tell you right from the start, I don’t know EXACTLY what YOU need, but after doing this line of work for over two decades, I can offer these 3 essential characteristics that will aid you with your business finances. 

F O C U S

If you know what you need to do and you have accountability, you can and will focus on completing the financial tasks for your business.

C L A R I T Y

If you have tasks clearly outlined, you are more likely to take action, and then create financials that paint a clear picture of your business financials. 

T R A N S P A R E N C Y

If you have clear business financials, there is remarkable transparency gained -  we remove the “I wonder what my financials are saying”, or “I don’t know what my financials are saying” - because now you have transparency. 

Our work together, gets them dialed in for YOU and helps you Identify the other components YOU need - this is how we tailor your business financials.

Now if we are delivering this to you, we ask that you make the following promise: 

  1. Show up and Do the work

  2. If you find yourself sticking your head in the sand and avoid your finances, you will choose to love yourself, and ask for help (you get what you need)

  3. You set your pace - this is your business, own it and your timeline.

Hi, nice to meet you!

I’m Aimee LaLiberte and I am the face behind The Finance Edit. I’ve been handling financials for over 2 decades and I have learned a thing or two about creating money systems for all size businesses. 

Now here’s what I believe…

Your self worth is not defined by your bottom line.  Avoiding the business finances will not get you where you want to go - and we both know you are going places. Aligned money decisions happen from a place of choice, and never because we should.

I think I’m supposed to tell you here why I’m the ideal person to teach you how to manage your business finances…so you can read about me here and you can listen to one of my podcast interviews and you can hear about results I have helped clients create here.

The most important thing I want you to hear, is I have worked with businesses just starting and businesses creating $100M in new revenue. And wherever you are in your business journey, you need financial systems. This is what I do, really well. And I’m really fun - I’m a numbers nerd, but also love cool stuff like Pearl Jam, Star Wars, and I love watching my kids play sports. 

Commonly Asked Questions

  • The Finance Edit is the gift that keeps giving long after you finish payments. My intention is to give you access to solid financial literacy so you can continue to learn and have an abundant relationship with money. All future content created will be available to you.

  • This program is an invitation for you to create a relationship with money. Relationships have commitment and for me, this is an all in commitment. That said you are welcome to cancel before your payments are complete, and that means you will not be able to rejoin ever. I know that sounds really strict, but I believe in being all in. If life just seems to have taken an unexpected turn, and you need to take a break, please reach out and let’s talk. The Finance Edit is a collection of all the time, expertise and resources, I’m committed to sharing all of it with you, and I expect a commitment in return.

  • I don’t have a refund policy or money back guarantee. Yes, I have worked with lots of businesses and have created massive results, and yet, we are all individuals and have different perspectives, experiences that bring us to this very moment. I know my processes and systems work, and yet I can’t guarantee that they will work for you, although I feel fairly confident they will. This is because it requires you to show up and for you to do the work. I have decades of experience that I am selling to you here. The value of this experience is well beyond the price point for this program. If you need a refund policy and money back guarantee you are probably not the right fit for this program. I say this with peace and love.

  • I believe it will. If you know you need help, that awareness will fuel the motivation to show up and get the support you need. This program outlines the process I take with my clients 1:1 and they have created amazing results. But again, this comes back to answering the question: Are you willing to do the work? If yes, I do believe this program will help.

  • If you want 1:1 support, go here and learn about my 1:1 services. My 1:1 are application only and my monthly retainer starts at $1,500/month and requires a one-year commitment.

  • There is no catch. I believe we need every human to have access to financial literacy so they can live life on their own terms. This is what I do for my clients and this is what I’m offering here for you. If this offer feels aligned, then I believe you are exactly where you need to be.

  • Yes, you can. Let me show you how. Join The Finance Edit.