Your Profit Plan

LET'S BUILD A BUSINESS THAT DOESN'T JUST MAKE MONEY.
IT PAYS YOU TOO!


The Profit Planning Intensive is a personalized, async 1:1 coaching opportunity that gives you a custom financial roadmap built around your biz model, your goals, and the income you actually want to take home for your hard work.


You'll get clarity on what to sell, how much traffic you need, and where to focus your energy in order to hit your take-home pay goals for the next 12 months.

Know what to focus on to reach your income goals over the next 12 months.

You've hustled & made the sales. 

Head into the next chapter of your business with something different — clarity. ️

Most sellers pull their biz goals out of thin air. Or skip the planning process entirely. The Profit Planning Intensive is different. We start with your actual numbers & think through your goals in a realistic way.


I'll review your prior year results, do all the number-crunching & interpret what it all means for you.


I'll then craft a personalized financial roadmap for you to follow to build a biz designed to pay yourself your goal amount.

What is the Profit Plan?


This is a 1:1 financial planning & coaching experience with me! If you've ever wanted outside help & someone else's eyeballs on your business (ideally someone who *gets it*!), this is your opportunity. I will help you review your results so far, work through goals that make sense, and make detailed suggestions & plans to help you work towards them.


First, you'll get a personalized goal-setting spreadsheet to enter your monthly results for me to review. Then, over a 4-week period, we'll have a 1:1 coaching month (via Voxer or Telegram) where we'll discuss your goals & vision for the next 12 months. Finally, I'll create a customized Profit Plan & revenue map that helps you achieve that!

This unique goal-setting process combines the best of asynchronous coaching with done-for-you services to craft a personalized financial plan you can use for the next year.

What you'll walk away with:


A personalized annual revenue map so you know what you're aiming for

A plug & play custom goal-setting spreadsheet based on your take-home pay goal for the next 12 months

 A detailed Google Doc action plan that includes priorities, focus areas, and action steps 

How Profit Plan coaching works:

Prep work

Shortly after purchase, you'll fill out a simple form sharing some info about your revenue streams, products, and goals.


Behind the scenes, I'll use this info to create a customized goal-getting spreadsheet preloaded for your biz needs.

Personalized goal-getting spreadsheet

Within 2 weeks, I'll send over your custom sheet! You'll plug in your past 12 months of results.

1:1 Coaching month

You'll receive guidance, cheerleading, and support continuously for one month. We'll work together with async coaching tools (like Voxer or Telegram) to:


  • Review your past results on your custom spreadsheet
  • Set your annual take home pay goal
  • Map out your priorities for the next 12 months
  • Reverse-engineer the rest of your business roadmap (orders, traffic, pricing, conversion, product mix, etc.)

Your Profit Plan deliverable

By the end of our coaching month, you'll receive your completed Profit Plan — a detailed Google Doc action plan and revenue map to guide your work for the next 12 months, tailored to meet your goals.


You start the year with a data-backed plan for how to hit your income goals — including what to focus on each quarter, and where to spend your time and money for the biggest impact.

1:1 Coaching month in January

You'll receive guidance, cheerleading, and support all month long! We'll work together with async coaching tools (like Voxer or Telegram) to

  • Review last year's results
  • Set your 2026 take home pay goal
  • Reverse-engineer the rest of your business roadmap (orders, traffic, pricing, conversion, product mix, etc.)

Examples of past profit plans from real clients

Who is this for?

You’ll love the Profit Plan Intensive if you’re… 

  • An established digital product seller, course creator, handmade shop owner or product seller of any sort who wants to plan smarter this year. 
  • Someone who’s tired of winging it with your income goals or pulling numbers out of thin air.
  • At a turning point with your biz, coming off a big year, planning a pivot, or really needing to pay yourself a certain amount of $$$
  • Craving accountability and structure, but without adding more meetings to your calendar. 
  • Someone who has gone through any of my goal-planning experiences in the past and wants to do it again, but 1:1!

If you want to feel calm, confident, and in control of your business finances… you’re in the right place.


I do suggest you have at least a year's worth of selling experience under your belt, so we have data to work with!

This is the kind of clarity that makes every business decision feel easier — from planning product launches to hiring help to paying yourself.

Get an idea of how this done-with-you service works:

  • Fill out the profit prep form
  • Enter your past 12 months of results in your customized goal-setting spreadsheet
  • Connect with me 1:1 over one month via Telegram or Voxer
  • Answer questions about your take-home pay goals
  • Share your vision for your business via voice & text message
  • Review plans & give me viability feedback
  • Ask questions about your plan as we go
  • Take your completed profit plan and pay yourself what you deserve in coming year!

  • Create a customized goal-setting spreadsheet tailored to your business
  • Connect with you 1:1 for our coaching month via Telegram or Voxer
  • Review your past results & share useful takeaways & tips
  • Act as your new year CFO, available for money questions throughout our coaching month
  • Walk you through my unique goal-setting process, asking you questions as we go
  • Reverse-engineer your biz next year's financial roadmap & milestones
  • Develop & deliver a detailed profit plan & revenue map (via Google Docs), based on your personal financial goals
  • Draft a marketing plan with action steps to help you hit your financial goals

Why work with me?

I'm a CPA and I've specialized in providing financial education for artists, makers, and e-commerce sellers via my biz Paper + Spark since 2014. I'm a maker, digital product seller, Etsy & Shopify shop owner myself.


After a decade of business, I've been behind the scenes of hundreds of e-commerce shops. I've also helped many biz owners walk through my unique goal-setting process each year. 


You don't have to make your new year plan alone — I'd love to loan you my brain & strategic expertise as CFO of your business!

Choose one to pay-in-full or three monthly payments.

  • Preferred option
    Pay-in-full$1500.00
  • Preferred option
    Split pay (3x $500.00)3x $500.00

  • Total payment
  • 1xProfit Plan$0
    -+

All prices in USD

  • 01Customer
  • 02Payment
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