Most small business owners know that there is a better way to handle their finances than just winging it, flying by the seat of their pants, or dipping into their credit lines. But there is a huge problem in the way they do business...although they KNOW there is a better way, they aren't actually taking the better way.

The problem is...they are overwhelmed, stressed, and even scared of taking a good, hard look at their financials. They don't even want to KNOW what they are making, because that would mean they need to know what they are spending. Most small business owners know that something is terribly wrong with the way they are hiding from their money, but they don't know how to make a change. 

They are scared to get a full picture of their business because of what it might reveal for them. 

What's even worse, is they have absolutely no system or process in plan to alleviate their stress and overwhelm. They are just winging it every single day, not realizing that every new sale is another perfect reason to double check on their cash flow. 

But small business owners are BUSY. They don't have time to focus on this kind of stuff, right?


Planning cash flow and "doing the math" on your financials is 100% the kind of stuff small business owners should be doing every day. 

But you don't need to learn how to bookkeep, become a CPA, or even know math to get a clear picture into your business' cash flow. 

There is a new way, and that's using a simple tool I call the Cash Flow Planner to take a real deep dive into your business. Now, before you get scared and click away and say, "No thanks Jake! This isn't for me." Please hear me out. 

I put together a simple spreadsheet and training video to show you how to do this effectively. In just 10 minutes, you can get a clear picture of your business. That's it. 

Imagine showing up every single day knowing exactly how much money you would have at the end of the month. 

How would your life be different if you started every single day knowing the exact steps you needed to take in order to grow your business, get out of the debt cycle, and plan for the future? 

Imagine what it would feel like if you could pay off your debt peacefully, instead of feeling like you were giving them a kidney?

Image by Brooke Cagle


  • Show up confidently every day with a financial strategy in place

  • Know exactly the amount of money you need to bring in to achieve your goals

  • Easily track your cash flow without having to dive into intense softwares and programs

  • Feel confident making big financial decisions knowing exact numbers

You feel like you've tried everything, from envelopes to spreadsheets, to expensive tools, to investing with a financial planner, and creating a mountain of work for yourself or your bookkeeper. 


Or maybe you've created budget after budget, only to fail at actually adhering to them. 


You feel stressed about money constantly and even more stressed about making payments to your vendors and debts. 


You don't have any time OR money to waste on things that aren't working anymore, because you've tried and feel like you've failed. 


But guess what? 


There's a secret that nobody likes to talk about. Especially the big players in the financial industry...and that secret is how they plan their cash flow for the month so they can invest and spend where they want to. 


It's now your time.  

Unlike other financial planners and budgeting tools on the market, this cash flow planner comes with tools, resources, and video trainings. You'll also get access to weekly Q&As with a qualified CPA. 

You deserve to break free from the "paycheck to paycheck" lifestyle. 

You deserve to have full clarity into your financials. 

You deserve to create the business and the legacy you desire. 

Dear Business Owner, 

I'm Jacob. I'm a CPA and outsourced CFO for small business owners. 

I started my journey as an entrepreneur after watching my mom start and grow her local business, a bespoke quilt shop. I watched her, and her business friends navigate the financial world with uncertainty. I wanted to take the "scariness" out of finances. 

Copper Coin Financial was born out of that simple desire to help people.

I originally created the Cash Flow Planner because I realized that many of my 1:1 clients didn't have a way to track and plan their cash. I was watching people wing it, and I knew there was a better way. The Cash Flow Planner is the better way. 

It's time for you to decide what you want for this year and your business. Are you ready to take the next step in understanding your finances so you can grow your business without the overwhelm?

Maybe you want to be able to work less, make more money, or spend more time with your family. 

Just know, you can have it all.  

Copyright 2020 || Copper Coin Financial || All Rights Reserved

DISCLAIMER: While these techniques and my trainings can make you successful without having existing experience, it is not an employment opportunity. It is NOT a way to create wealth without work. This opportunity is implementation of information. I'm only sharing what has worked for me and my students. Your results are entirely dependent on your attitude, work ethic, and the quality of your business. If you are NOT interested in doing whatever it takes, PLEASE DO NOT SIGN UP.