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confident about

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your business

Finances

Our user-friendly and customizable template allows you to easily track your business's financial performance without the need for specialized software or outside help. Whether you're just starting out or have been in business for years, it's the perfect solution for keeping your finances organized and on track. 

Maximize Tax Savings and Secure Your Child's Financial Future with Hire Your Kids Toolkit!

It's the ultimate resource for legally and efficiently integrating your kids into your family business.

Are your numbers a mess?
I've got you. My Ultimate Getting Ready for Taxes Bundle is all you'll need to get your business finances ready for taxes...without missing deadlines or deductions! 

Navigating stimulus options can be confusing for business owners. Jamie is dedicated to providing you with essential information in a digestible format. Gain access to my comprehensive stimulus plug and play templates and calculators, designed to simplify the process. Learn about the ERTC, EIDL, and more.

My Financial Fitness courses are designed for small business owners and entrepreneurs to put all the pieces of their finances together. They become confident and knowledge about about their numbers and profits.

Have you checked out our freebie library yet? We've got a ton of awesome resources and tools available to help you level up your finances and grow your business.

From templates and guides to worksheets and checklists, there's something for everyone in our library. 

Looking for a service provider you can trust? Look no further - we've vetted them FOR you! Bonus! It's an all-female list of all-stars ready to work remotely with clients anywhere in the U.S. Check them out below!

Now you can learn my secrets. I am sharing resources I created for online entrepreneurs as well as some of my favorite resources I've used to learn the ropes! Empower yourself with the knowledge and tools you need to succeed in the online course industry. 


I hear from so many of you looking for solutions to this so I put together this comprehensive list of ALL the things I use to manage my business and my busy mom life! Explore these tried-and-tested tools and unlock the potential to thrive in both your professional and personal life. 

— Hillary F.

"Jamie is so knowledgeable & truly goes above and beyond! She’s unmatched, plain and simple."

meet Jamie

I pivoted my business to teaching Financial Literacy to help fill that void. I help entrepreneurs maximize their profit and feel more confident about the numbers side of their businesses. I live just outside of Nashville in Franklin, TN and have a son and a daughter who are my world and keep me quite busy in my spare time!


I’m fired up about helping small business owners overcome the overwhelm and anxiety of business finances. After leaving the Corporate world in favor of a more balanced life, I founded my Virtual CFO company, Balance CFO LLC. I quickly realized that there was an educational void for smaller business owners and self-employed individuals when it came to financial knowledge.

Financial Literacy Coach & Profit Strategist

Hey, I'm Jamie

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Gain Confidence in your business Finances

Take control once and for all without head-scratching jargon or confusion about where to start!