The Money Tree Plan


Is meeting with your accountant just once a year to review past results just not working for you?

The Money Tree PlanTM has been designed specifically for small business owners located in the Greater Vancouver area, British Columbia, looking for something different than the standard approach to accounting – by helping you grow your business throughout the year.

Are you overwhelmed?

Have you reached $10,000+ in monthly revenue? Would you love to reach your next $5,000 monthly revenue level by Fall September 2024?

THE MONEY TREE PLANTM is tailored to small business owners in the Greater Vancouver area looking for a Virtual Fractional CFO accounting service that will empower them with the ability to make sound financial business decisions while saving them time and money. No intensive written reports, just simple, easy to understand language. 

You are not just getting an accountant but someone who will be your coach and strategic financial advisor – someone who will make you 💜your numbers and skyrocket 💙🚀 your business growth!

Benefits of The Money Tree PlanTM:

THE MONEY TREE PLANTM will grant you access to me as your Virtual Fractional CFO. I will be your sounding board on ideas, perform research on your behalf, report back on outcomes, and advise on the feasibility and implementation of proposed strategies.

Your package will include the following benefits

Real time advice on management decisions to build a better business, including advice on payroll issues such as hiring, terminating, and paying employees.

Profitability ratio analysis of key ratios to evaluate your company’s strengths, weaknesses and opportunities.

Effective cash flow forecasting and budget projections.

Proper debt structure – know when, why and how much to borrow.

Best practices to track your assets, liabilities, income and expenses.

The Money Tree PlanTM highlights:

Businesses making minimum monthly revenue of $10,000+ who want to get to their next $5,000 level by Fall September 2024

As your Virtual Fractional Chief Financial Officer (CFO), I provide real-time advice to help you make management decisions and avoid costly mistakes while growing your business, but without the price tag of having an in-house CFO so you can grow your own personal money tree


Why choose me as your small Business CPA?

Want a different approach then the cookie cutter approach of other CPAs?

I help my clients thrive by using compassion, street smarts, and actionable strategic solutions to issues blocking their ability to skyrocket💙🚀 their sustainable business growth!!!!

Any small business that does not have a clear understanding of their financial health and future outcomes.

THE MONEY TREE PLANTM has been designed specifically for small business owners looking for something different than the standard approach to accounting – by helping you skyrocket💙🚀 your business growth while maintaining that growth throughout the year.

If you have managed your own business for 2 years or more (incorporated or not), let me show you how THE MONEY TREE PLANTM can benefit you.

START DATE: July 8, 2024

Limited availability:   Six (6) Greater Vancouver area small businesses with monthly revenue of $10,000+

Format of The Money Tree PlanTM

Fully integrate The New Frontier Healer Program, created by Joseph Boutros Agape (Ghabi), that uses Blueprint Numerology to transform your business.

Two (2), two (2) hour group coaching events per month with the group of six (6) – one in person, one via Microsoft Teams – YES, you are going to really get to “know, like and, trust” your fellow The Money Tree Plan participants.

Two (2), two (2) hour group guest expert coaching events per month with the group of six (6) – one in person, one via Microsoft Teams – Experts in their field are going to assist me with skyrocketing your business to that next $5,000 monthly level – NO, I don’t know everything; however, my vast network has the right person to help us get your business to that next $5,000 monthly level.

Daily fifteen (15) minute individual laser coaching calls so that I can help with any issues of the day (Monday to Friday)

 These virtual meetings will give you the opportunity to discuss and resolve challenges with your business and explore opportunities for growth


Onboarding Fee: $2999*^$

Investment: $2999*$/month+

*Plus GST

^Onboarding fee returned as a credit after successful completion of the program to Fall September 2024.

$99 from each onboarding and monthly fee will be returned as a refund with presentation of a donation receipt to Dress for Success Vancouver

Best part:  You can pay for The Money Tree Plan via credit card, rack up the cashback/points, and buy something to treat yourself for YOUR commitment to The Money Tree Plan to further YOUR excellence in YOUR business💃🏻🔥🕺🏻

Is time for YOU to skyrocket💙🚀 your business to the next $5,000 monthly revenue level ?