Money Solutions for Business Owners
“Chelsea is not just an accountant, business advisor, coach, personal cheerleader but a genuine person who pushes her clients to their fullest potential! I can’t thank her enough for continually growing me as a business entrepreneur but as an individual as well! Highly recommend her! Through [Money Mastery] guidance, I have gained a whole new appreciation for my business. Not only do I have an idea how finances should work, I have a true understanding on every key component of my business. Finances use to be my number one fear. [Money Mastery] gave me the tools and confidence to become financially stable through truly understanding how they work and what was a good balance for me and my business. I highly recommend [Money Mastery] and what they have to offer.”
— CLIENT SARAH
Business Finance Programs
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$0 - $250k Annual Revenue
☑ 1 Course Seat
That will teach you everything you need to know about:
☑ Money Mindset
☑ Scalable Money Systems
☑ Your Key Financial Players
☑ Entity Types & Taxes
☑ Understanding Financial Reports
☑ Hiring a Team
☑ Key Performance Indicators
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$250k - $500k Annual Revenue
☑ 2 Course Seats
One for you, and one for a member of your team. So you can master delegation and implement all the systems we show you in the course.
-PLUS-
☑ 3 months of access to open office hours with Chelsea and her team of financial experts
☑BONUS 30-minute fractional CFO Meeting ($400 value) with Chelsea.
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$500k + Annual Revenue
☑ Everything in the $0 - $500k Programs
Plus everything you could possibly need to scale to every single revenue milestone that awaits.
☑ 12-Monthly Money Blueprint to Growth
☑ 2-hour Fractional CFO Meeting with Chelsea
☑ A Scalable Cash Management System
One-Time Services:
Backwork
If you know your books are behind and you're ready to get them current and accurate so you can receive timely financial reports.
12-Month Money Blueprint
What’s the point of all these great processes if you don’t know what they’re telling you? We set up a comprehensive reporting system to ensure accuracy, establish KPIs, and give you a meaningful analysis of your finances.
Cash Management Setup
Cash management is different from profit management. Because of this, we need a different way of managing this piece. We subscribe to the multi-bank account system similar to Profit First. Having a separate bank account for your big expenses (payroll, operating expenses, taxes) prioritizes setting aside cash that comes in for each expense to take the guesswork out of paying your team, your bills, and your taxes, and setting aside profits.
Payroll Setup
If you're ready to start running payroll but are overwhelmed with what you need to do, this is for you. Payroll is one of the tricky pieces of your accounting process and where you're most vulnerable. You are required to meet many federal and state requirements, and when you're not the expert, it's easy to miss something.
Ongoing Services:
Monthly Accounting
If you're looking for the basics, this is for you. Our monthly bookkeeping keeps your books up to date and accurate while providing you with a high-level set of monthly financial reports to review and analyze.
Monthly Budget
If you're interested in taking your financial clarity to the next level, we can help you create and maintain a budget that helps control costs while planning for growth. We have a comprehensive budget exercise that uncovers your cash flow formulas and takes every expense into account.
Payroll Processing
Payroll Processing is a comprehensive service that streamlines and automates the management of employee payroll, contractor payments, and deduction processes. It handles the accurate calculation and timely distribution of wages, salaries, and benefits for employees, while efficiently managing payments for independent contractors.
Business Financial Freedom Framework
There's more to wearing the CFO hat than looking at financials and staying on top of the budget. There are projects and ongoing monitoring that should be happening. Our CFO function serves to help you identify your financial KPIs, projects, and goals. Then we think like a CFO and prioritize them so we can focus on the next steps that count. Work with the woman herself, founder of Core Solutions Group, Inc., and Chief Financial Architect so she can help you optimize your financial systems, create stable profitability, and get your money moving in your chosen direction.
Not sure where to start?
We take working with motivated entrepreneurs seriously.
Investing in your numbers is investing in yourself
Who we love working with:
Entrepreneurs who want to understand and create proactivity around their finances, we’re your team
Entrepreneurs that value meaningful financial reports that enable them to make informed business decisions, we’re your team
Individuals who want to expand their entrepreneurial skills and learn how to CFO in their business and life, we’re your team
Who we’re not a good fit for:
You get what you pay for and if you’re looking for cheap we’re not it. Bench.com or QuickBooks might work for you.
If you’re a solo who does not want to grow we’re not your best fit. See the above-suggested providers.
If you don’t intend on looking at your financial data at least monthly this is not an investment for you.
Do you know who your Key Financial Players are?
“As a new business owner, there have been many hurdles to jump and things to learn. To say my stress level was over-the-top would of been an understatement. After connecting with Chelsea Williams at [Money Mastery] my work and home life improved drastically! She has taken out all the worry and nerves I had before getting into business ownership.”
— CLIENT JASON