Who's helping you make money decisions?
Your bookkeeper and tax pro keep you compliant.
We help you decide.
Your books are done. Your taxes are filed.
So why do money decisions still feel like a guess?
-
Your reports land in your inbox, and you mean to open them.
-
You leave the tax meeting unsure what it means for next year.
-
You keep a close eye on sales. Profit is harder to see.
-
You check your bank balance to decide what you can spend.
-
You're weighing a hire, a lease or a loan with no plan behind it.
You don't need a new firm. You need help using the numbers you already pay for.
How to get started
Start with a conversation
Bring the decision that's on your mind. In 45 complimentary minutes, you'll know whether a plan is the right next step.
Build your plan in Month 1
We turn your goals into a 12-month, month-by-month plan, so you know what you can afford before you sign the lease, make the hire or take the loan.
Decide with your plan
Your Monthly Cash Report by the 15th shows how you're tracking against your plan. Then one protected hour with your Cash Flow Manager to work through your next decision, so you're never making the big calls alone.
We work alongside the team
you already have
-
No switching. Keep the team you have.
-
You're never the go-between with your team
-
A plan behind every big decision, all year
-
CPA, CFP® expertise without a CFO salary
The reason we survived
I always tell people our finance team is the reason we survived. It's like having a board, with a finance expert on it.
- Charlyn Moss, Working Within
Someone to check in with before I decide
I appreciate having someone to check in with and make sure I'm balancing things out right before I decide.
- Allison Walsh, Aluma Media
I have not done this alone
I make more money because I have a powerful team behind me. I can finally see my numbers, and I sit there like, dang, I made that?
- Chermetra Keys, The Female Shoota
My lighthouses
Anita holds my feet to the fire without burning my toes off. Our goals and to-do list are my lighthouses, so I can get back in the trenches knowing I'm headed the right way.
- Ariel Armstrong, Armstrong Therapeutic Services
Powerful People Plan has given me so much clarity
Being able to get this budget together for my business means everything. Not only was she able to help me put the budget together she also helped me understand it so that I can properly plan out my year.
- Charlyn Elliott, Elliott by Design
Why We Exist
Built for owners who want to build something that lasts.
Our founder, Anita O'Neal, CPA, CFP®, grew up ringing up customers and bagging groceries in her dad's convenience store in Atlanta. When the store closed, he'd only made enough to pay back the loan. That's why she became a CPA and a Certified Financial Planner, and why Powerful People Plan exists: so first-generation owners like you have support to grow securely.
Latest From the Blog
Why Your Bank Balance Might Be Lying to You
Set, Plan, Succeed: Your Best Business Year Yet
The New Year Is Around the Corner: Dream for Your Business and Life
Not ready to talk yet?
Wondering where to start? Take the Good Steward Assessment.
Answer 10 questions in about 3 minutes and get your next three steps.