PATH TO FINANCIAL FREEDOM ACCELERATOR
An 8-week Financial Mastery Series
Designed for small business communities focused on leveling up the knowledge of growth-minded 6- and 7- figure businesses.
As a result of adopting lessons learned, small business CEOs have grown profits by 20% on average and pay themselves more without putting their business and team at risk.
Would you like to offer this to your small business community?
Trusted by small business communities and companies
For the 6- and 7-Figure Small Business CEOs in your community, ask them
“What if the missing link between the next breakthrough and the freedom they crave is… financial mastery?”
The Path to Financial Freedom (PTFF) is designed exclusively for established, growth-minded small business CEOs who want to:
- Build a profitable business so they can afford to hire more people, elevate community impact and pay themselves more
- Validate bold, innovative growth ideas with hard numbers—before investing time or capital
- Lead with confidence through inflation, policy shifts, and market volatility
Does this sound like a good fit for your small business community?
Gain Financial Mastery on the Path
This isn’t another finance course. It’s an opportunity to apply financial strategy in real-time to their business.
During 8 weeks of 90-minute live group consulting sessions and office hours, CEOs will learn the P.R.O.F.I.T Method — a 6 step method to build a simple financial forecast for their next growth idea.
Step 1
Put yourself first!
Sounds crazy but I show you how to afford to give yourself a raise without putting your business or team at risk.
Step 2
Review the past
To reveal areas of financial strength and opportunities to increase revenue, profits and cash flow.
Step 3
Outline an innovative path forward
And more importantly, validate that it’s financially worthwhile to pursue.
Step 4
Forecast the revenue
Needed to cover the cost of growth, current operations and your raise!
Step 5
Implement the P.R.O.F.I.T Plan
You create in Steps #3 & #4
Step 6
Test, track, tweak!
Over 12-18 months, measure your financial performance to see if the plan is working. Numbers don’t lie, they’ll tell you if something needs tweaking.
Benefits to Joining The Path
Learn a 6-step method to build a simple, powerful 3-year forecast that clarifies your financial future for you and potential investors
Master tools to make smart decisions—cashflow, performance improvement, investment
Learn to stress-test your business model to ensure resilience inside a user-friendly business planning tool.
Experience a judgement-free zone where you and an intimate group of like-minded CEOs can collaborate to problem-solve, receive invaluable expert support, and experience the power of mutual accountability.
And most importantly—you’ll know if that exciting next idea is worth it… or not.
Ready to have your small business community gain financial mastery?
Led by a Wall Street pro turned best-selling author and fractional CFO with Broadway credit 💃
Join this financial mastery series created by Tricia M Taitt, CEO of FinCore, a fractional CFO company trusted by high-performing CEOs who want to sustain and scale financially healthy companies and choreograph the lives they want.
Tricia’s P.R.O.F.I.T. Plan has helped many businesses generate generational wealth and be a catalyst for change in our society. This has led her to speak at Inc 5000, Meta, Black Enterprise, and more.
Don’t just take our word for it…
Hear directly from our clients.
Lisa Weiss
CEO, StoryBeat Studios
Kelly Moffat
CEO, Kirrin Finch
Brit Kleinman
CEO, AVO Studios
Lisa Weiss
CEO, StoryBeat Studios
Kelly Moffat
CEO, Kirrin Finch
Brit Kleinman
CEO, AVO Studios
“The course has helped me to figure out what I’m worth, what I can afford to do, and what I need to work on. I can use the frameworks as guides for decision-making and to shape my plan. I appreciate how Tricia put the pressure on us to do the work because looking at my numbers is not on the forefront of my mind. I prefer to envision the future and watch the money stack.”
Annabelle Santos
Founder/CEO of Spadét
“I needed to develop a financial plan for the next year in my new business. I was intimidated by the daunting tasks of financial planning and numbers. I also needed to help to guide decisions and grow financially. Now I believe I have a clear path to financial freedom through the tools that Tricia Taitt has provided. Putting me first and reviewing my past allows me to step fully into strategically planning my future with realistic measurable goals and metrics. This course blew my mind, Tricia made math fun and manageable again with interludes of music and laughter.”
Melissa Elliott
Owner – Agape Family Therapy & Coaching
“I engaged with Tricia because I needed major help gaining a picture of my business’ financial position, organizing my financials with accounting, and ensuring the current and future health of your business through cash flow management. Because of Tricia, I finally understand what is going on with my financials — which is very empowering — and can start managing my business smarter.”
Erika F.
Prinz Acupuncture
“Not only is Tricia extremely knowledgeable on the financial management necessary to run a business at all stages of development, she is a highly engaging speaker. Her presentation had a huge impact on participants of my business startup class, and I could see the influence of the content and advice she shared with us in their final business plans. I cannot recommend Tricia highly enough as a presenter and speaker.”
Lauren F.
FastTrac NewVentures
FAQs
Everything you need to know about joining the group and building your financial foundation
Communities where the small business owners
- Have been in business more than 2-, 5-, even 10- years and realize that it’s time to switch things up or innovate in your business to get to the next revenue and profit level.
- Have consistently lived in the 6- or 7- figure space but you have multi 7-figure dreams.
- Are thinking…“Come hell or high water, I’m making next year’s goals!”
- Are not afraid of numbers! In fact, you reviewed past financials, know where you need to make improvements and want some help figuring out what to do next.
- Want to know how much revenue is needed to not only cover current business costs but also afford to grow your team, increase the pay and benefits for current team members AND…give yourself a raise.
- Want to be on the path to financial freedom – making enough to save for retirement, fund your children’s education, enjoy the things that make you happy, and give back to your community.
Do small business owners in the community get access to the program after it ends?
For three months their community has access to the program, session replays and the financial forecasting tool.
Is there additional support after the program?
Graduates of the program can sign up for 1on1 consulting.
What if participants can't attend the live sessions?
They can watch the replay which will be available for 3 months after the series and that cohort ends.
How much time outside of the class sessions will the participants need?
2-4 hours for the homework plus the office hours that take place weekly.
Is this just for the CEOs or can someone from their leadership team join also?
This is for the CEOs but if they would like to invite one other person from their leadership team, that can affect pricing.