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Financial Clarity Reset is happening in 26 days
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Start here: your first week in the Financial Clarity Club
Welcome. We're glad you're here. This community is a calm place to get clear on your money: what's coming in, what's going out, and what you want it to do for you. No judgment and no pressure. Most of us were never handed a starting point, so this is yours. Your first three steps 1. Make a copy of your Start Here tracker. It walks you through setup and gives you one place to set your 90-day money goal. 2. Introduce yourself in the comments below. Tell us what you do and one money question you'd love clarity on. 3. Grab your three free starter tools in the Classroom: Is This Purchase Worth It?, the Subscription Tracker, and the Financial Declutter Checklist. Want the full toolkit? Premium members get all 18 Money Toolkit tools for planning, tracking, and organizing your money, for $9 a month. You can upgrade anytime from your membership settings. Need help? Post a question in the community or email [email protected]. See you inside, Lees Educational only. We do not provide, broker, or guarantee funding.
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Start here: your first week in the Financial Clarity Club
Data Regarding NAICS Codes
My website data says NAICS codes are a constant concern amongst business owners when applying for funding. This is totally understandable, because on most occasions a business owner hasn't even heard of this until they feel late in the game. Have you heard of NAICS Codes? How confident do you feel in yours? Drop your questions or comments regarding NAICS codes and I'll share a tip!
Ai is killing accounting
I'm in the money space a lot so I get a lot of these type of shared headlines on social media. Personally, I trust Ai with a lot but one thing I don't trust it with is personal information and/or access to my money. Given money can be a life or death situation, how do you feel about this? Is it basic apps like Credit Karma - or have you immersed yourself in MCP's and Claude connectors? Curious to know where you stand on giving Ai access to your money Personally, I think there is no such thing as privacy anymore but at least we can maintain control of some aspects that keep us secure like whether Ai has access to our accounts or is able to make purchases on our behalf. Where do you draw the line with Ai?
Implementing Money Clarity & Separating Business & Personal Expenses
There are new opportunities on the horizon and I wanted to share a heartfelt thank you regarding your attendance in the group. Today, I am covering an implementation session for those wanting to separate your business and personal expenses with the money clarity dashboard. As I prepare to scale my (actual) business, I wanted to share the resources that helped me gain money clarity and hopefully, help you too. Some recommended tools I mentioned: Earn a bonus with Novo Bookkeeping Day Expensly *This workshop can be found in the Implementation Library for Premium Members*
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Implementing Money Clarity & Separating Business & Personal Expenses
Watch me build a funnel in under 20 minutes
A few of you asked to see the back end of how Go High Level online business actually runs. So I recorded it. Here is the part worth holding onto as you work on monetizing pieces of your business: you will likely move through a long list of offers before one lands. That is not a sign anything is wrong. It just means the thing that matters most is how quickly you can test the next one. Speed to lead is the whole of it. When you spot a trend, the window to act on it is short, and if building the page, the form, and the follow-up takes two weeks, the window closes before you get there. A simple funnel you can stand up quickly changes what you are able to act on at all. In the walkthrough I build the whole thing with Claude, start to finish, on screen and unedited. You see the real back end of my business: the page, the capture form, how the leads land in GoHighLevel, and what happens after someone fills it in. All under 20 minutes. Watch the walkthrough of the build and register for the class if you're wanting to snag the lead magnet and freebie. It lives in the new business building area of the Financial Clarity Club, which is open to you now for a limited time until it's 100%. Watch it once, then keep it in your back pocket. The next time you spot something worth testing, you will already know how to put it in front of people. To your financial clarity! 🚀 Lees Need help with your build? Needing a fractional COO? Send me a DM to book a clarity call.
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Watch me build a funnel in under 20 minutes
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Financial Clarity Club
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Position your business for approvals by separating your personal and business expenses.
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