Whitney started her own business in 2019 and quickly discovered that things were growing really fast. While this was exciting, she also felt like she was buried under a mountain of tasks and could not figure out how to gain control of the business amidst this growth. Whitney eventually reached out to a mentor who suggested working with Barb. After a quick consultation, they both agreed it was the right fit and the rest is history!
At the beginning, Whitney did know how to navigate the numbers side of the business and routinely felt lost. After working with Barb, Whitney has been able to make data informed decisions to benefit the business and her clients. A framework for how to ebb and flow based on these practical numbers has given Whitney a sense of control and allowed her to know exactly how to make the adjustments necessary. Eventually, Whitney was able to begin taking regular paychecks which removed an incredible amount of stress and released her from the symptoms of burn out.
The profit first mentality has been so helpful to Whitney and her practice, and she credits the structured plan as one of the most relieving aspects. She is able to mentally relax when she sees their profits and all the money they’re saving for taxes and all other expenses -- previously the call from their CPA would have been stress inducing but recently has been matter of fact. The most rewarding component of the profit first mentality is that Whitney always pays herself first! And they have found enough recent success to go on their first vacation in a long time.
Their success and celebration does not stop with Whitney. Her husband Steve was able to quit his full-time job and step into a business ownership role with Whitney. It is an amazing leap and they could not feel more comfortable and confident with this change.
Steve has transitioned into a business ownership role with Whitney after quitting his full-time job.
Whitney and Steve have been amazing students who were willing to dig in and put in the work and were incredibly willing to learn and implement everything. Because of this they are able to see the results! Check out the interview in my recent YouTube video!