Easy Financial Management For Small Business Owners
Keep More of What
You Make with
The Big Split Method.
Learn how to:
Improve your cash flow
Grow your savings
Pay off debt
Reduce taxes
Build emergency funds
Organize business and personal accounts.
Tired of Teaching Clients How to Manage Their Finances?
You’re not alone… Approximately 68% of CPAs report having to educate their small business owner clients on the basics of financial literacy and management.
Are You Making More Than $120k But Not Achieving Your Financial Goals?
You’re Not Alone…
Approximately 70% of small business owners and 48% of non business owners making over $100k struggle with financial challenges or live paycheck to paycheck.
Their financial habits say otherwise.
From disorganized and co-mingled accounts to little accountability for their income and expenses, most small business owners ‘fake it ‘till they make it’ while their financial problems grow.
Most business owners lack the time and desire to improve their financial literacy and often rely on their tax professional to ‘make everything better.’
That’s why I created The Big Split Method…
They Would Like to Keep More and Pay Less Taxes But…
You Want Financial Freedom, Financial Stability and Simplicity.
But right now? It feels out of reach.
I GET IT. I’VE BEEN THERE.
At 38, the money was pouring in and I assumed my financial problems would disappear but... my spending was out of control, my debt ($25k) was growing rapidly, I was two years behind on taxes and my savings/investment accounts were empty.
Now, I’m in the best financial position of my life and I help people like you achieve the same transformation. How?
The Big Split
is a simple financial system that improves cash flow and compliance, reduces administrative burden and empowers the user to be more engaged in their financial health.
Step 1: Organization and Clarity
Business owners learn how to separate, simplify and organize their finances - making them easy to manage and creating a strong framework for compliance and accuracy.
Step 2: Improved Management and Cash Flow
Clients learn how to stabilize irregular income, improve cash flow, simplify income and expense management an d I help them face their fears around taxes.
Step 3: Improved Financial Literacy and Confidence
The Big Split simplifies complex financial concepts - empowering business owners and fostering fiscal independence which decreases over-reliance on tax professionals.
I teach The Big Split Method in small cohorts as well as private, one-on-one sessions to a ensure quick implementation and long term financial success.
“Lucas is the Marie Kondo of business and personal finances”
— Erica... Mom, Small Business Owner
The Big Split makes it easy and enjoyable for business owners to engage with their financial health.
And when they have a comprehensive understanding of their financials, it’s easier for you, the tax pro, to focus on compliance, strategic planning and tax savings.
Say Goodbye to Clients With Unrealistic Expectations…
You Want Financial Freedom, Financial Stability and Simplicity.
But right now? It feels out of reach.
I GET IT. I’VE BEEN THERE.
At 38, the money was pouring in and I assumed my financial problems would disappear but... my spending was out of control, my debt ($25k) was growing rapidly, I was two years behind on taxes and my savings/investment accounts were empty.
Now, I’m in the best financial position of my life and I help people like you achieve the same transformation. How?