What’s Your Next Aligned Money Move?

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Quiz Questions

1.
How do you feel when reviewing your financials?
- A.
  What financials? 🙃
- B.
  I’ve got systems. What I don’t have is a plan to reduce my tax bill.
- C.
  I’m good at taking action once I know I’m pointed in the right direction.
- D.
  My business is getting more complex, and I need someone who can keep up.
- E.
  The DIY era is over. I want receipts tracked, reports ready, and zero surprises at tax time.
2.
Which of these feels most like your day-to-day reality?
- A.
  I’m DIY-ing it for now, but I’m not trying to guess my way through it.
- B.
  I want structure, strategy, and someone to walk beside me while I implement.
- C.
  I make big decisions every day. I need financials that guide, not just report.
- D.
  I’ve got the numbers handled—I just want a tax strategy that protects my profit and keeps more of it in my pocket.
- E.
  I’ve got a legit business. I just want the numbers to be right—without doing it myself.
3.
Where do you feel the most friction when it comes to your finances?
- A.
  I’m tired of guessing whether I’m overpaying in taxes.
- B.
  The books never feel fully accurate, and I’m over it.
- C.
  Doing this alone has been exhausting—I’m ready for support that keeps me consistent.
- D.
  I’m early on and want to learn the financial side instead of winging it.
- E.
  I know I’m making money—I just don’t know what it’s telling me
4.
What systems are (or aren’t) in place?
- A.
  Everything’s running fine. I just want to make sure my setup supports better tax outcomes.
- B.
  Right now, it’s mostly spreadsheets, sticky notes, and vibes.
- C.
  I’ve got a few systems, but I’m still figuring out how to use them consistently.
- D.
  We’ve got structure, team, and revenue—I need sharper insight and strategy.
- E.
  My business is steady, but I need someone to help keep the backend clean.
5.
What’s your next big goal when it comes to your business money?
- A.
  Use my numbers to make smarter decisions about growth and hiring.
- B.
  Keep more of it by reducing my tax bill.
- C.
  I'm learning to use data to guide my decisions.
- D.
  Get clean, accurate books that reflect where I really am.
- E.
  Understand how to manage it with more confidence with support.
6.
Where does your revenue fall?
- A.
  $500k-$1M
- B.
  <$100K
- C.
  >$1M
- D.
  $100K-$300K
- E.
  $300K-$500K
7.
What would it feel like to finally trust your numbers?
- A.
  Like I finally had structure and support I could stick with.
- B.
  Like I could stop holding my breath every time tax season rolls around.
- C.
  Like I could make bold decisions with real data backing me up.
- D.
  Like I could finally learn how to do it right—without feeling overwhelmed.
- E.
  Like I wouldn’t have to waste time wondering if everything’s accurate

Quiz Outcomes

1.
Digital Products
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You’re in the early phase—and you’re ready to get your financial sh*t together.You don’t need a bookkeeper on retainer or a CFO whispering in your ear (yet). What you do need is a simple system that helps you understand where your money’s going—and how to prep for taxes without panic.You're not here to wing it or wait until the IRS sends you a love letter. You’re ready to learn, organize, and build the kind of financial foundation your future self will thank you for.💡 Here’s what I recommend:Bookkeeping for Tax Prep – my plug-and-play course that shows you:How to set up a basic bookkeeping system that actually makes senseWhat to track so tax season isn’t a nightmareHow to confidently organize your income and expenses—without needing to learn accountingThis isn’t a finance degree. It’s the stuff no one ever taught you—but should have.
2.
You’re Ready for Systems, Support, and Someone in Your Corner.
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You’ve outgrown the solo hustle. Now it’s time for structure, strategy, and a little accountability.You don’t need to hand everything off—you like having eyes on your business. But you also know you can’t keep duct-taping your systems together and hoping for the best.You’re ready for guidance. Real-time support. A system that helps you make confident decisions and stay compliant. Not another self-paced course that collects dust.🔎 That’s exactly why I created the Aligned Money Method(TM) Accelerator.It’s designed for entrepreneurs like you who:Make up to $300K per year and want their numbers to stop being a mysteryAre tired of second-guessing financial decisionsWant a clean, simple bookkeeping system—with a tax return done for them at the end of the yearLearn best with a mix of education, support, and community🧠 Inside FFA, you’ll get:A plug-and-play system for managing your money without burnoutLive office hours and on-demand supportMonthly accountability check-insYear-end tax prep and filing handled for youTools that grow with your business (not overcomplicate it)
3.
📊You’re Ready for Bookkeeping and Tax Support That Actually Keeps Up
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You’re running a real business, and it’s time your financial backend acted like it.At this level, clean books and compliant tax filings aren’t “nice to haves”—they’re non-negotiables. You’ve got too much going on to be chasing down receipts, double-checking spreadsheets, or wondering if your tax pro is missing something important.You’re not looking for someone to teach you how to do it. You want it handled—accurately, on time, and without the constant question of “did I forget something?”🔍 Here’s what I recommend:A done-for-you bookkeeping and tax compliance package that gives you:✅ Monthly financials you can actually understand and trust✅ Year-round visibility into your profit, not just an April surprise✅ Proactive prep so you’re never scrambling during tax season✅ Clean data that supports business decisions (and lets you sleep at night)
4.
🧠 Result: You’re Ready for a CFO in Your Corner
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You’ve built something big—and now it’s time to lead like a CEO.The money’s moving. The team is growing. The decisions are heavier. And you know what? You’re done trying to figure it all out alone.You’re not here for band-aid bookkeeping or surface-level advice. You want strategic financial partnership—someone who can see the big picture, ask better questions, and help you make smart, aligned moves.Because revenue doesn’t mean peace of mind. And growth doesn’t mean clarity... unless someone’s watching the numbers with you.🧭 Here’s what CFO support can do for you:Turn your monthly reports into real decisionsBuild a financial roadmap that supports your actual goalsHelp you optimize cash flow, profit, and pay structureSpot risks before they become emergenciesGive you the confidence to lead with numbers—not just react to themMake sure tax strategy, payroll, and compliance are handled without frictionOffer a centralized approach to finances so you’re not managing a patchwork of vendorsThis isn’t about handing off your finances and hoping for the best—it’s about having a strategic partner who understands your business, your goals, and the bigger vision behind the numbers. You don’t need to be the one holding it all together anymore. We’ve got you.
5.
💸You’re Ready for Proactive Tax Strategy
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You’re not here to overpay—and you’re definitely not here to play catch-up every April.You’ve got the business. You’ve got the revenue. Now it’s time to keep more of it.What you’re craving isn’t just a tax return—it’s a strategy. One that helps you plan ahead, protect your profit, and stop guessing what your tax bill is going to look like.Because let’s be honest: you're not building all this just to write big checks to the IRS.💡 Here’s what tax strategy support can do for you:Minimize your tax liability without triggering audit red flagsHelp you choose the right entity structure for how you really run the businessIdentify deductions and credits you're probably missingAlign your financial setup with long-term wealth buildingTurn tax season into a quick check-in—not a stress spiralCoordinate with your bookkeeping, payroll, and compliance needs (so it all talks to each other)This is about playing smarter, not harder—and finally feeling like you’re in control of your tax picture instead of reacting to it.Because paying less in taxes isn’t about cutting corners.It’s about finally having a plan.