Overview
This session is for the solopreneur who's outgrown the side hustle mindset and wants to build a business that lasts. You'll learn practical, easy-to-implement financial strategies that help you transition from reactive to proactive. From tracking income and expenses to planning for growth and knowing when to hire help, you'll walk away with a roadmap that fits your goals, not someone else's blueprint.
Why you should Attend
If your business is making money but still feels like a scramble, it's time to rethink your financial foundations. This session helps you build systems that grow with you, so you can stop guessing and start leading with confidence.
What got you here won't get you there. Without the right financial practices, your growth could become your biggest stressor.
Learn how to build simple, scalable systems so your business finances stop holding you back and start fueling your next chapter.
Areas Covered in the Session
- The mindset shift from side hustle to sustainable business
- Essential financial habits for growth
- Separating personal and business finances (for real this time)
- Tracking income, expenses, and trends that matter
- Setting up systems for cash flow, taxes, and savings
- When and how to pay yourself (without draining your account)
- Creating simple reports to guide your decisions
- Knowing when to outsource financial tasks and how to do it safely
Who Will Benefit
- Solopreneurs in growth mode
- Freelancers turning full-time
- Coaches and Consultants scaling their offers
- Online service providers expanding beyond solo delivery
- Admins and bookkeepers supporting early-stage business growth
Speaker Profile
Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.
Professional achievements:
- CEO of Business Balance, a resource for mastering financial management and sustainable business growth
- Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
- Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
- Hands-on and practical approach with easy-to-understand concepts