Financial Mastery Course For Canadian Solopreneurs and Small Business Owners
Business is Complicated But Your Finances Don’t Have to be
A free foundational course that gives small business owners the simple systems to understand your numbers, price for profit, earn a rewarding income, and finally feel in control of your money.
The financial training you need to earn $100k-$200k/year without stress.
Most small business owners know how to make money. But very few know how to manage it confidently. In this course, I’ll show you the simple system I use to grow a profitable business without financial stress.
If the financial side of your business feels overwhelming because of cashflow, pricing, taxes, paying yourself, etc., you are in the right place. This is the foundation most owners are never taught.
You do not need a finance background. You just need basic systems to manage and grow your money in your business.
This is for you if you want to:
Finally understand your numbers
Price your work so it is actually profitable
Pay yourself a real, sustainable income
Stop dreading tax time
Build wealth and earn what you deserve
What You’ll Learn
22 video lessons to teach you everything you need to know to confidently manage your money and make it work for you while growing your business at any stage.
1. Mindset & Setup
Get your money mindset right, then set up the structure, accounts, taxes, and systems that put you in control.
2. Pricing & Planning
Build a realistic budget and forecast, price for profit, and learn the few numbers that drive financial success.
3. Your Financial System
Install a simple monthly system to stay on track and hit your financial goals this year.
4. Growing Profit
Learn 6 ways to grow profit and add a minimum of $10,000 to your bottom line this month.
5. Cashflow & Capital
Escape the cashflow roller coaster and decide where to invest for faster growth that builds real wealth and freedom.
Includes these templates you will use for years to come
12-Month Budget to support every financial decision you make.
Canadian Business Income & Tax Calculator to determine the best strategy to pay yourself while reducing your taxes.
Pricing-for-Profit Calculator to see how to hit your income goals.
Monthly Financial Scorecard to track the numbers that matter each month.
Profitable Growth Plan to add $30k-$100k/year in profit.
And more!
Meet Your Instructor
Jordan Tait - Founder & Business Coach
I created The Intentional Business to help small business owners earn more money, work fewer hours, and enjoy more freedom.
This course is the financial foundation I wish every owner started with. It shares the simple systems that turn a stressful guessing game into a business you understand and control.
I believe every small business owner deserves to earn the income they need to live a great life. Unfortunately, a lack of financial literacy is often preventing that. This course is meant to bridge the gap and give business owners the tools and knowledge they need to succeed.
It’s based on everything I’ve learned over the last 10 years, growing 3 businesses of my own, and coaching 300+ businesses from 6 to 7 figures and beyond.
Take control of your finances and start earning the money you deserve.
Frequently Asked Questions
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New and early-stage business owners, sole proprietors, and solopreneurs who want to understand and improve their finances. It is built for the first few years of business, from your first sale up to your first million in revenue.
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I didn’t create this course to make money. I created it to help small business owners earn the money they deserve with simple financial management systems. I’ve seen too many hardworking business owners fail because they didn’t have the tools or knowledge to manage their money effectively. This course exists to solve that problem.
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Yes. The tax and business-structure guidance uses BC examples and Canadian tax rules. However, the vast majority of this training applies to businesses across Canada and the United States.
As with any financial education, confirm specifics with your own accountant before you act on them.
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You get instant access to all the modules and templates, on any device. Watch in order or jump to the topic you need most right now.