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the course that helps entrepreneurs take control of their family finances
build wealth. get clarity.
change your family legacy
It’s not about what you make, it's about what you keep.
But you're still struggling to get ahead financially?
→ Your business is making more money than you ever dreamed of.
→ You’ve finally created a consistent income.
→ And you just want to create a legacy for your family.
despite your hard work and dedication, managing family finances is an overwhelming challenge.
As an entrepreneur, you're driven by the passion to build something meaningful, to create a legacy that extends beyond the business.
The constant juggle between business expenses and personal finances leaves you feeling uncertain and stressed. You want to build wealth, but without a solid financial foundation at home, it feels like you're building on shaky ground.
But it doesn't have to feel like that forever.
With this course, you will transform your financial chaos into clarity. We'll teach you how to create a budget that works for your family, pay off debts, and save for a prosperous future. Join us and discover the peace of mind that comes with financial freedom, allowing you to focus on growing your business and living the life you've always dreamed of.
INTRODUCING
the family legacy builder
Through YNAB, develop your financial system that is dynamic (reacts real time to spending), scalable (supports any changes), and easy (takes less than 30 minutes per week).
FROM CHAOS TO PEACE
Discover the course that will take your family finances
- Cameron
This course has helped me to clearly understand where my money is going so I could live the lifestyle I want to live, while also investing for the future…
now living a lifestyle he wants to live
- harry
I recommend this course to anyone that is motivated to manage their money properly, whether it's saving up for something you want to buy, or asking questions about what the best option is for a situation.
take this if YOU'RE ready to manage your money
- ben
This course has provided us with so much peace of mind since we’ve been able to create and operate by a cash plan.
has more peace of mind
Finally know where you spend your money AND how to eliminate excess spending.
How to create a dynamic cash plan in YNAB that ACTUALLY WORKS!
How to create a plan for eliminating your debts.
Strategies to build a bulletproof savings foundation.
Our comprehensive course is structured into four transformative modules that guide you step-by-step toward financial freedom.
You will learn:
4.
3.
2.
1.
04.
Increase Your Savings
Learn how to build wealth through smart saving habits and investments.
03.
Pay Off Your Debts
Free your family from the burden of debt and experience the liberation of financial freedom.
02.
Learn How to Budget
Achieve financial clarity by understanding your income, expenses, and spending habits in YNAB.
01.
Create Your Family Vision
Develop a strategic plan that serves as a roadmap to achieving your family’s financial milestones.
how the journey unfolds
Access to client discount program
Get exclusive access into the Backpocket CPA fam and receive discounted rates on all CASH coaching programs and bookkeeping clean up.
FREE strategy session
Budget question? Debt question? Just want an outside perspective into your situation? Use this free 30 minute zoom strategy session to answer your financial questions.
FREE Money Organizer
When you have money everywhere, it's easy to be overwhelmed. With this free money organizer, you’ll be able to organize your finances in no time!
Fancy a few bonuses?
You Need a Budget (YNAB) is a personal finance app that helps entrepreneurs learn to spend money more wisely to save more. It uses the zero-based budgeting method, which involves allocating every dollar earned to a category, such as bills, savings, or investments. The goal is to set aside money for specific expenses before they need to be paid. YNAB can create a flexible monthly spending plan tailored to your goals.
What is YNAB?
Money Organizer
Strategy Session
35 Lessons
90 Short Minutes
$400 $97
change your family legacy today.
investment.
BUT WE'RE CONFIDENT YOU WON'T NEED IT.
BECAUSE IF YOU DO THE WORK,
THIS STUFF WORKS.
The Family Legacy Builder is backed by our honest 100% money back guarantee. So there's ZERO RISK to you! If you purchase the course, watch all the lessons, complete the bonuses and, in good faith, tell us your finances are not more organized as a result of the course, email us within 30 days of your purchase with your completed money organizer and we'll refund your entire purchase.
100% Money Back Guarantee
MONEY BACK GUARANTEE
100%
Meet your host
I come from a family that ran a successful business without ever prioritizing their finances, which ultimately left nothing to show for it today.
Said differently, I had an amazing childhood but today, my parents are not able to retire.
This personal experience, combined with my passion for impactful work, inspired me to create Backpocket CPA.
As an Arizona State University alum with a Bachelor’s and a Master’s in Accounting and as a CPA, I’ve honed my expertise at top companies like PwC, Republic Services, and Servpro, focusing on accounting, data analytics, and financial reporting.
Despite my success, I found that making a true impact in large-scale environments was challenging.
I found myself questioning, “who does this work benefit?”
Ultimately, it felt to me like no one benefited.
That's why I shifted my focus to empowering entrepreneurs like you to take full control of your business and personal finances and achieve meaningful success.
