Join our Founding Cohort and get $1,500 tuition — save $2,000 vs. future cohorts at $3,500.
Live coaching • Small group masterminds • Personalized strategy support
You’re working harder than ever but not seeing traction
Everything feels like chaos, fires, and reaction
Your margins are shrinking even though revenue is up
You know you’re leaving profit on the table… but you can’t see where
You’re not sure what to focus on next
You can feel burnout creeping in, and you know something has to change.
You’re not alone — and this program was built for you.
Your Strategic Foundations Pack - You’ll walk away with your business’s Vision, Mission, Values, SMART Goals, OKRs, SWOT Matrix, and Lean Canvas — bundled into one clear Strategic Foundations Pack that anchors every future decision.
Your Financial Systems Suite - You’ll build your own Financial Toolkit, including a cash flow projection, tax set-aside plan, chart of accounts, startup and operating budgets, break-even scorecard, and profit improvement plan — giving you total clarity and control over your numbers.
Your Market & Customer Clarity File - You’ll leave with market research, customer personas, competitor comparison grid, value proposition, and a willingness-to-pay (WTP) test plan — real market intelligence to refine your offer and positioning.
Your Pricing & Profit Strategy Kit - You’ll have a complete pricing strategy, supported by your chosen pricing models, competitor pricing analysis, and a value communication plan — so you can price with confidence and profit intentionally.
Your Founder Capacity Blueprint - You’ll create systems to protect your time and increase capacity — including a time block schedule, delegation list, tech integration plan, and 90-day capacity calendar that aligns your energy with your priorities.
Your People & Culture Playbook -You’ll draft your first job description, performance review template, retention checklist, and People & Culture plan — everything you need to start hiring, managing, and leading with clarity.
Your Growth Ecosystem Map - You’ll design your business network with a vendor checklist, ecosystem map, partnership outreach script, 60-second intro, and mentorship plan — assets that help you grow through relationships, not just revenue.
Your Resilience & Scaling Toolkit - You’ll develop a balance plan, resilience toolkit, scaling checklist, and one-page growth strategy — plus your next 90-day roadmap, ensuring you stay grounded and focused as you grow.
In total, you’ll walk away with 30+ ready-to-use business assets — tangible tools designed to give you clarity, confidence, and control over every part of your business.
Define objectives, uncover bottlenecks, and set measurable KPIs.
Learn how to manage cash flow, plan for taxes, and price confidently to improve margins.
Understand who you serve, what they value, and how to validate demand before investing.
Communicate value clearly and position your offer against competitors without lowering prices.
Block your time, delegate effectively, and implement simple automations to reduce overwhelm.
Hire intentionally, retain talent, and manage performance through culture and accountability.
Leverage partners, vendors, mentors, and networks that accelerate growth and open doors.
Design resilient operations, spot early warning signs, and scale with balance and intention.
Apply for your Cohort
Apply for either our November or December cohort and book your onbording appointment.
Fully Participate
Attend all of the weekly workshops, 1:1 sessions, complete the lessons, and assignments.
Implement Your Plan
After the program, implement your 90-Day Strategic Action Plan
Ready to get started?

“I love helping business owners see the big picture — and take confident, informed steps forward.”
Hey, I’m Amelia Lockhart, MBA, JD — a finance and business strategist passionate about helping entrepreneurs make smarter decisions, build stronger operations, and grow profitably. With advanced degrees in both business and law, I combine analytical precision with practical, hands-on insight.
I’ve spent more than 15 years in finance and accounting, supporting small businesses at every stage — from launching and stabilizing new ventures to optimizing established companies for long-term success.
MBA & JD (Tax Focus) — Dual foundation in business and law
15+ Years in Finance and Accounting — Founded and led my first firm (2012–2017)
SCORE Business Instructor & Advisor — Coaching entrepreneurs since 2021
Certified Business Coach — Focused on strategic clarity and sustainable growth
Fractional CFO / COO — Providing high-level financial and operational guidance
Scattered job-costing across spreadsheets
Manual data entry across systems
Leadership correcting errors weekly
Delayed & inaccurate reporting
Redundant software subscriptions
Automated expense reporting & bill pay
Live dashboards for management
90% reduction in correction time
Consolidated tools and reporting
Faster billing & better visibility
$710K+ annual savings
90% less time correcting data
1,600%+ ROI on improvements
*Results shown are from private consulting engagements. Outcomes vary by industry, systems, and implementation.
$3,500
Standard access
Group Workshops
1:1 Coaching
$1,500
Save $2,000 today
Direct feedback influence
Extra post-program check-in
Bonus AI Content for Testing
Limited to 10 participants
We stand behind our program!
If you set a reasonable goal at intake and fully participate but do not achieve it within the program window, we’ll continue coaching at no extra cost until that goal is met. Terms, conditions, and eligibility requirements apply.

About 4–6 hours total for sessions, assignments, and coaching. Every minute moves your business forward.
That’s ideal. The program gives you structure, clarity, and tools to build strong foundations.
Yes. The systems, pricing, and strategy tools apply to any small business.
You’ll build real business assets, get personal feedback, join hot seats for collaborative problem-solving, and receive 1:1 coaching to overcome self-sabotage and align your values with your goals.
This is a special founder’s round, offered at a lower rate as I gather your insights on what’s most helpful and where you’d like more support. The material is proven—your feedback helps make an already strong program even better.
Yes. Monthly installment plans are available through Affirm, Afterpay, and Klarna. For minority business owners, I also offer 1–2 partial sponsorships per cohort based on financial need—just email us at [email protected] for the application.
Seats are limited and Founding pricing won’t return.
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