Speaker • Financial Educator • Profit Strategist For Small Business Owners
Making Small Business Finance Make Sense (and Actually Work)
Jamie Trull, CPA, translates complex financial concepts into clear, actionable insights that help small business owners find hidden profit, make confident decisions, and build businesses that truly support their lives.
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Jamie Trull is a CPA and Profit Strategist with 20 years of experience, including time as a Fortune 500 Finance Director and building her own 7-figure business.
She speaks to business owners and entrepreneurs about how to understand their numbers, increase profit, and make confident financial decisions without overcomplicating things.
Jamie regularly speaks at industry events, conferences, and for organizations that support small business owners. She especially enjoys working with niche industries and tailoring her content to fit each audience.
Her sessions combine practical, real-world strategies with the motivation to actually take action. She’s known for making finance feel approachable, even for those who tend to avoid it, with a non-judgmental style that helps people finally feel in control of their numbers.
Jamie is available for in-person or online keynotes, workshops, guest expert sessions, and podcast interviews.
Jamie Trull shares her expertise about
Money Is A Tool – How Are You Using It?
In this signature keynote, Jamie challenges the way we think about money and profit. Money isn’t good or bad… but what we do with it matters more than most people realize.
This talk helps business owners take back control of their finances so their money isn’t running the show. Jamie walks through how to see real possibility in your profit, not just as a number, but as a tool to support your goals, your life, and the impact you want to make.
Attendees will leave with a new perspective on profit and a simple framework for creating a plan for their money (the PROFFIT Plan™) that actually aligns with what matters most.
Guest Expert Sessions/Podcast Topics:
Finding the Profit Hiding in Your Business (the Profit Levers):
Most business owners are missing out on the profit they could be keeping. Jamie shares simple shifts, called Profit Levers, that make a big difference, like adjusting pricing, improving average transaction value, or reducing wasteful spending. She’ll walk through the key Profit Levers and explain how to know which ones to pull based on your business.
Why More Sales Don’t Always Mean More Money:
If your revenue is growing but your bank account isn’t, this one’s for you. Jamie breaks down the common gap between sales and profit, why it happens, and how to get clear on the numbers that actually matter.
The PROFFIT Plan™:
A Simple Way to Manage Your Cash: Feast-or-famine cash flow is stressful and unsustainable. Jamie introduces her PROFFIT Plan™—a practical cash management system that helps business owners pay themselves consistently, build in reserves, and grow with more freedom.
Money Personality Types and What They Say About You:
Ever wonder why you avoid your finances, overspend to save on taxes, or second-guess big decisions? Jamie shares the nine money personality types and how understanding your own tendencies can help you feel more confident and in control.
How Women Entrepreneurs Can Change the World:
Women make up 40% of small business owners, but only 4% of small business revenue. Jamie walks through the common reasons this happens, some ideas for how we can shift this, and explains why women increasing their share of the proverbial pie is exactly what this world needs more of.
Or Specific tax strategies, including electing S Corporation taxation, hiring your kids, and/or charitable giving.
Non-Finance Topics:
Jamie Trull Media Bio
Jamie Trull, CPA, is a Financial Educator and Profit Strategist who helps small business owners understand their numbers, increase profitability, and grow in a sustainable way.
With a background in corporate finance, including her time at Coca-Cola, she later worked as a Virtual CFO supporting entrepreneurs, where she saw firsthand how many business owners were making critical financial decisions without clear, accessible guidance.
Today, Jamie focuses on financial education, drawing from both her corporate background and her experience building a 7-figure business to break down complex topics into practical strategies business owners can actually use. She’s built a community of over 100,000 entrepreneurs across YouTube and social media and is the author of Hidden Profit (Simon & Schuster, 2025).
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