For business owners who are really good at what they do — and really done with financial confusion.

Jamie Trull, CPA and Profit Strategist, offering financial coaching for small business owners.
A visual representation of the Profit Path Diagnostic tool created by a financial coach for entrepreneurs and small business financial coach to guide business growth stages.

There’s no shortage of financial advice out there…and that’s exactly the problem.

When everything feels important, nothing is. And most of it wasn’t even written with your business in mind.

Our Profit Path Diagnostic gives you a personalized starting point in just two minutes so you can stop spinning and start focusing on what will actually move the needle for YOUR business, at YOUR stage of growth.

Jamie Trull, CPA and small business financial coach, helping entrepreneurs improve profitability, manage cash flow, and make confident financial decisions.

Nice to meet you, I’m Jamie

I traded the corporate ladder for something that actually mattered to me.

I spent more than a decade climbing the Fortune 500 Corporate ladder before choosing something different — a business of my own and a life built on my terms. When I made that leap, I saw it immediately: the financial knowledge that existed inside big corporations simply didn’t exist for small business owners. Nobody was teaching this stuff to the people who needed it most.

So I built it.

Business finance education, tools, and resources designed to help you become more informed, organized, and profitable — no matter where you’re starting from, by a CPA who is very much not your typical accountant — and very much on your side.

Without the jargon. Without the condescension. And without making you feel like you should already know this.

Get Organized

Stop winging it at tax time and build a simple financial foundation that takes less than 30 minutes a month to maintain.

Maximize Profit

Find the profit already hiding in your business and put a system in place that pays you first, consistently, and intentionally.

Save on Taxes

Learn the tax strategies your accountant may have never mentioned and stop overpaying the IRS year after year.

You’re in the right place to grow your financial literacy, develop a simple financial foundation, and implement bookkeeping systems. 

As Seen In

Where Are You on the Profit Path?

Every small business owner hits these 3 milestones. The question is, which one are you working toward right now?

This isn’t about putting you in a box. It’s about meeting you exactly where you are. Because the right next step for your business looks completely different depending on where you’re starting, and the worst thing you can do is follow advice written for a milestone that doesn’t apply to you just yet.
(Or one you’ve already passed.)

Take a look and see which milestone sounds the most like your life right now.

Getting small business financial basics and small business bookkeeping in place

Get Your Finances in Order

Receipts in a shoebox, expenses tangled with personal spending, and tax season giving you anxiety before it even arrives. You’re not bad at business — you just never got the foundation set up to organize your business finances. Let’s fix that.

Make Your Business Actually Pay You

You hit the revenue milestone you once dreamed about, and somehow you’re more exhausted than ever — still paying yourself whatever’s left at the end of the month. You don’t have a hustle problem. You have a profit strategy problem.

Tips to increase profit from $100K revenue to a sustainable profit strategy, hiring, and business finance strategy.
Advanced tax strategies, reduce taxes, and S Corp optimization for profitable businesses.

Stop Overpaying in Taxes

Your business is thriving, and your tax bill is brutal. There are strategies that could change that by reducing your taxes — they’re legal, they work, and you should have had access to them years ago.

Not sure which milestone fits? That’s exactly what the Profit Path Diagnostic is for.


Screenshot of Jamie Trull’s YouTube channel featuring videos on QuickBooks Online tutorial, payroll for S Corps, and her virtual CFO Nashville guidance for small business owners.

New Videos Every Week

Hey y’all—let’s make your numbers actually make sense.

If you’ve ever Googled a finance question and left more confused than when you started, you’re not alone.

On YouTube, I break down business finance education in a way that actually makes sense. No jargon, no gatekeeping, and no assumptions that you already know how this works. 

From understanding your numbers to improving cash flow and making smarter decisions, I’ve got you. You’ll also learn how to set up the right systems behind your small business finances for things like bookkeeping, payroll, banking, and the tools that keep everything running. What actually matters, explained in a way that’s actually helpful.

Find Your Hidden Profit

The money’s already in your business. Here is where to look.

Most business owners think the answer to making more money is working harder: more hustle, more hours, more sales. But Jamie Trull, CPA, Profit Strategist, and someone who has helped thousands of entrepreneurs become more profitable, knows that’s rarely where the real opportunity is hiding.

In Hidden Profit: Take Control of Your Finances, Stop Leaving Money on the Table, and Create Abundance in Your Business (Simon & Schuster, foreword by Amy Porterfield), Jamie breaks down how money actually moves through your business, where profit quietly disappears, and exactly how to start keeping more of what you earn. No finance background required. No shame about where you’re starting. Just the clarity you’ve been waiting for, finally in plain English, written for YOU.

Simple, real-world small business finances and business finance tips

Resources Made for Your Small Business Finances

Diagnostic quizzes, videos, and deals to help you get organized, make smarter decisions, and find more profit in your business.