Take Control of Your Business
Finances in Just 10 Weeks
Transform Financial Chaos
Into Confidence and
Running a business is completely stress free….
…said no one ever.
We know logically that business involves operations, strategies, sales…and finances.
But talk to ANY business owner, and you’ll see that most of their concerns are emotionally charged.
“I’m overwhelmed by saving for quarterly estimated taxes.”
“I’m unsure whether to structure my business as an LLC or Sole Proprietor.”
“I don’t know how to hire contractors or employees the right way.”
“Projecting expenses accurately feels impossible.”
“Integrating business income with personal finances is confusing.”
If so, you’re not alone in feeling stressed. It’s completely normal.
And believe it or not, there’s a straightforward solution.
YOUR FINANCIAL STRESS AND ANXIETY STEM FROM
TWO THINGS: LACK OF KNOWLEDGE & GUIDANCE.
Unpopular opinion incoming…
Most of your financial worries come from misinformation, confusion, and not having the right support.
What if you could gain clarity and confidence in managing your business finances? Those feelings of stress would disappear…and in their place…
Confidence, control, and financial stability.
That leads to informed decisions and a more profitable business.
Over the years, we’ve developed comprehensive strategies to help business owners master their finances, eliminate uncertainty, and stop feeling like a hot mess express.
The benefits of mastering your business finances extend far beyond just keeping the books balanced.
Less stress when it comes to managing taxes and expenses
Clear understanding of the best business structure for your needs
Easy methods for audit-proofing your business
Confidence in hiring and managing contractors or employees
Accurate projections and a solid grasp of your profit and loss
Seamless integration of business income with personal finances
Effective pricing strategies to ensure profitability
Knowing the right way to pay yourself
Since we started, we’ve helped countless business owners overcome their financial challenges and achieve clarity and confidence. Our clients have benefited from personalized guidance, practical tools, and an inclusive, supportive community. Problem is… many business owners still struggle because these resources are scattered across different programs and aren’t easily accessible.
That’s when we had the idea for a program where you can get live coaching, ongoing support, and lifetime access to helpful resources, all in one place.
So, we made it happen.
That’s why we’re SO excited to bring you…
Get Your Finance Shit Together Mastermind
A comprehensive, all-in-one solution designed to help you take control of your business finances.
You’ll be guided by Katelyn Magnuson of The Freelance CFO® over
10 weeks of comprehensive and interactive live sessions.
WHAT’S INCLUDED IN THE PROGRAM:
Weekly Live Sessions:
The chance to ask questions live on the calls and get personalized advice.
Unlimited Access to Recordings & Materials:
Revisit all sessions and materials anytime.
Exclusive Financial Tools:
Access to specialized tools and calculators designed to meet you where you’re at and simplify your financial management.
During the mastermind, you will learn:
How to save for quarterly estimated taxes effectively
Choosing the right business structure (LLC vs. Sole Proprietor) for your needs
Strategies to audit-proof your business
Confidence in hiring and managing contractors or employees
Best practices for hiring contractors or employees correctly
Integrating business income with personal money management
Pricing your services for profit and success
Paying yourself the right way
How to streamline your finances and stay organized with Xero
Understanding and analyzing profit and loss statements
Plus, you’ll get the following:
2 weeks of additional Slack support after the
mastermind ends
Quarterly Estimated Tax Calculator with AI Shortcut
Accounting and Banking Recommendations
Access to our Wealth Witches membership
Updated! Tax Module with Tyler Russell, CPA
Drop-in Office Hours
Beneficial Ownership Information (BOI) Module
Sales Tax Module
And, so much more…
THE BENEFITS OF JOINING THIS
MASTERMIND:
Get Clear on Your Finances: Understand your business finances without the confusion.
Make Smart Decisions: Use clear financial info to guide your choices.
Simplify Your Money Management: Put in place easy systems that save time and reduce hassle.
Increase Your Profits: Learn how to set prices and manage money to boost your earnings.
Reduce Money Stress: Say goodbye to anxiety over taxes and financial planning.
Tap into Expert Knowledge: Get insights from experienced financial pros and guest experts.
Access Valuable Tools: Lifetime access to a library of helpful tools and templates.
Join a Like-Minded Community: Connect with business owners who share your financial goals in an inclusive, shame free space.
Get Tailored Support: Receive advice and support specific to your financial challenges.
Perfect for:
SERVICE PROVIDERS, WEDDING PROS,
AND CONSULTANTS WHO:
Need quick and easy ways
to manage their business finances
Want to feel confident and in control of their financial decisions
Need expert advice and
ongoing support
Struggle with tax
requirements and staying organized
Seek to integrate business
and personal finances
smoothly
Want to simplify their
financial processess
Want a supportive
community and lifelong resources
Sign up to our Waitlist
Early enrollees will get access to a bonus session before the Mastermind begins.
This exclusive session will offer valuable insights and tailored support to jumpstart your time in the mastermind.
WHAT IT’S LIKE TO WORK WITH US:
“Working with Katelyn made me genuinely excited to sit down and work on my finances, which is not something I’ve ever felt before. Best of all, my finances are organized and I’m moving into tax season confidently.”
– Erinn Schaal
"If I was a words person I would probably still find it difficult to describe how indispensable Katelyn has been to the success and growth of my business over the last 12 months. As a creative I needed someone who was easy to understand with no BS and no financial jargon. She guided me through setting up a business in a new state, business structure, taxes, bringing on contractors and the day to day necessities of bookkeeping. Everything was manageable and took away the dread I felt every time I tried looking into my own finances."
– Jemima Richards, Jemima Richards Photography
LET’S GET A’s TO YOUR Qs
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Absolutely! Within 48 hours, all video recordings will be uploaded to the mastermind portal for you to revisit anytime. This way, you can catch up on anything you missed and review key points at your own pace.
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Everything will be housed in a private portal exclusively for program participants. You’ll have access to all materials even after the course ends, ensuring you can continue to benefit from the content long after the mastermind is over.
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No worries! You can send your questions to the Slack group or via email, and we’ll make sure they’re covered in a future call or answered directly. This ensures you stay connected and get the support you need, even if your schedule is busy.
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We understand things come up. If you change your mind before the start date, email us for a partial refund. Once the program starts, we cannot grant refunds. We want to ensure that spots are available for those who are fully committed to transforming their finances.
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Not at all! This mastermind is designed for business owners at all levels. Whether you’re a newbie or have some experience, you’ll find valuable insights and practical tools. Our goal is to make complex financial concepts easy to understand and apply.
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We’ll be using Zoom for live calls and Slack for ongoing support. All templates and resources will be provided in easily accessible formats. This setup ensures you have everything you need at your fingertips, making it easy to stay organized and engaged.
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No, but we’ll walk you through financial tracking best practices, and we love using Xero for streamlining bookkeeping, invoicing, and taxes.
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While the materials are designed for your use, you can definitely share relevant insights and tools with your team to help them get on board with your financial management strategies. This way, your entire team can benefit from the mastermind’s teachings.
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Very interactive! You’ll have plenty of opportunities to ask questions, participate in discussions, and get personalized feedback during the live calls. Our aim is to create a dynamic learning environment where you feel supported and engaged.
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Wealth Witches® is a monthly membership program designed for purpose-driven entrepreneurs who want to combine financial growth with spiritual insights. It's for those looking to build financial freedom through a blend of practical financial training and mystical wisdom. In this membership, we have two monthly calls–one masterclass and one town hall. And, a private Slack channel.
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This mastermind combines expert guidance, practical tools, and a supportive community, all tailored specifically for service providers, wedding pros, and consultants. Plus, with our new and updated features, you’re getting the most current and effective strategies available. We focus on practical application, so you can implement what you learn immediately.
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Engage actively in the live sessions, utilize the Slack group for questions and networking, and make the most of the lifetime access to resources and call replays. Consistent participation and applying what you learn will help you get the most out of the program.
I’m Katelyn Magnuson, the founder of The Freelance CFO®.
Passionate about a shame-free approach to financial health, I meet you where you are with compassion and understanding. My mission is to help you gain control and confidence in your finances, so you can succeed without stress or stigma.
Specializing in helping self-employed photographers, coaches, consultants, and small business owners quadruple their annual income, I provide financial expertise, mindset practices, bookkeeping services, and budget forecasting. With these tools, I empower you to master personal money management and create a profitable business that supports your dreams.
Ready to take control of your finances and feel confident about your business?
We can’t wait to help!
Get Your Finance Shit Together Mastermind
A comprehensive, all-in-one solution designed to help you take control of your business finances.
You’ll be guided by Katelyn Magnuson of The Freelance CFO® over
10 weeks of comprehensive and interactive live sessions.