What do you need? A clear, data-driven system for intentional growth and predictable profit. That’s exactly what we’ve built inside Progress University.
✔ Define Your Method – Get crystal clear on your business model, positioning, and the exact way you deliver results.
✔ Determine Your Destiny – Set a vision that aligns with your long-term wealth, freedom, and business goals.
✔ Identify Your Big Domino – Pinpoint the one strategic move that will create the biggest impact on your bottom line.
✔ Dial in the Right Data – Track the numbers that actually matter, so you can scale with confidence (because not all numbers are good numbers).
Progress University isn’t something you complete—it’s something you’re part of. A community and strategy hub designed for business owners ready to stop operating on guesswork and start leading with precision.
Inside Progress University, you’ll develop your Signature Method—your unique formula for growth and profitability. Here’s how we refine it:
If you’re ready to ditch the chaos and step into strategic growth, you know what to do.
Inside Progress University, you’ll:
✔ Stop second-guessing every financial decision
✔ Create a business that funds your freedom—not your stress
✔ Turn revenue into predictable, sustainable profit
✔ Scale past 7 figures with clarity, confidence, and systems that work
How Optimizing Existing Tools Cut Tax Season From 2.5 Weeks to 3 Days
How One Business Built a Million-Dollar Empire with the Right Systems from Day One
How Shifting Google Ads Strategy Increased Service Revenue by $34K in One Month
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CLIENT SNAPSHOT
Instead of throwing more manpower at the problem, we leveraged the systems already in place and optimized workflows:
✔️ Fully utilized tax compliance software to automate and streamline filings.
✔️ Redesigned the process to eliminate redundancies and manual work.
✔️ Trained the team on efficiencies to get more done with less stress.
How Optimizing Existing Tools Cut Tax Season From 2.5 Weeks to 3 Days
Industry: Publicly Traded Life Insurance Company
Business Model: Multi-state life insurance across 38 states
Starting Challenge: Inefficient processes leading to long hours, burnout, and high labor costs
THE CHALLENGE
Tax season in this corporation was a nightmare. They handled the insurance premium returns in house. The team had to file state returns in 38 different states, and the process took a brutal 2.5 weeks every single year. Late nights, exhaustion, and ballooning labor costs were the norm. It felt like there was no way around it—until we dug deeper into the tax compliance software we were already using.
THE SOLUTION
✔️ State tax filings completed in just 3 business days—instead of 2.5 weeks.
✔️ Zero overtime pay—saving the company thousands in unnecessary labor costs.
✔️ No late nights, no burnout—just efficient, stress-free execution.
THE RESULT
THE TRANSFORMATION
What changed? We didn’t add more people or spend more money—we simply built a better system. This is the difference between staying stuck and scaling:
It’s not about hiring more or working harder. It’s about optimizing what you already have to save time, money, and your sanity.
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CLIENT SNAPSHOT
How One Business Built a Million-Dollar Empire with the Right Systems from Day One
Industry: Med Spa, Healthcare, Service-Based
Business Model: Client-centric business with a focus on premium service delivery
Starting Challenge: Building a business designed to scale profitably from the start
THE CHALLENGE
Our very first Clarity to Cash Flow client came to us with one goal: avoid the mistakes most business owners make. She knew from the start that she didn’t want to scramble to fix financial and operational chaos years down the road. She wanted the right systems in place from day one to ensure sustainable, profitable growth. Unlike most business owners who wait until they hit financial roadblocks, she chose to be proactive instead of reactive.
✔️Hit her first million-dollar year.
✔️ Maintains profitability year after year.
✔️ Has complete freedom to focus on patient care without worrying about the backend of the business.
THE RESULT
THE TRANSFORMATION
Because she invested in her financial systems early, she never had to play catch-up. She grew profitably from the start, proving that when you take charge of your cash flow early, scaling becomes a whole lot easier. Now, we only work with established businesses already generating $1M+ in revenue—helping them scale strategically and make sure every dollar is working for them, not against them.
We worked together to build a scalable foundation that allowed her business to grow profitably every single year:
✔️ Implemented a cash flow and financial tracking system to ensure profitability at every stage.
✔️ Designed processes to support growth without sacrificing the client experience.
✔️ Ensured her backend operations ran seamlessly so she could focus on her patients.
THE SOLUTION
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CLIENT SNAPSHOT
How Shifting Google Ads Strategy Increased Service Revenue by $34K in One Month
Industry: Construction, Home Services, Installation & Repairs
Business Model: Offering both installation and service-based solutions
Starting Challenge: High ad spend with low profitability due to misaligned marketing strategy
THE CHALLENGE
This company was losing profitability because their Google Ads strategy wasn’t aligned with their most profitable services. Their ad spend was driving traffic into both installation and service inquiries, but installations had high recall rates and quality control issues—making them unprofitable to scale. If they continued down this path, they would be spending more money on marketing than they were making in return.
Service revenue jumped by $34K in one month (+31% from the prior month).
✔️Exceeded their revenue target by $14K.
✔️Google Ads spend dropped from $21K to $9,500 (a 55% decrease).
✔️ Customer acquisition cost significantly decreased, boosting profitability.
✔️ Service division naturally fed into installations, creating a more sustainable growth funnel.
THE RESULT
THE TRANSFORMATION
More ad spend ≠ more profit.
Instead of throwing more money at ads that weren’t driving profitable growth, this company refocused on their most profitable service first—giving them the stability to eventually scale installations without bleeding cash flow.
In December, we advised the company to shift 100% of their Google Ads budget to service-focused campaigns instead of installations.
The strategy aimed to:
✔️ Increase revenue from the service division, which had higher profit margins.
✔️ Reduce Google Ads spend while improving lead quality.
✔️ Give the team time to improve installation quality before scaling it again.
THE STRATEGIC SHIFT
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THE KEY TAKEAWAY
If one part of your business is bleeding cash while another has untapped potential, the smartest move isn’t always to scale—it’s to redirect resources strategically for sustainable growth.
You didn’t start your business to be stuck in stress. It’s time to build predictable profits, sustainable systems, and a future you’re excited about.
Step into the strategy that changes everything.