Jamie Trull

Jamie Trull

Jamie Trull is a financial literacy coach and profit strategist who focuses on helping business owners understand the financial side of their business so that they can make and keep more money. Jamie began her career at Ernst & Young before spending a decade at Coca-Cola, rising to a leadership role in finance. In 2018, she founded Balance CFO, leveraging her background as a CPA and significant experience in financial leadership to serve as a virtual CFO for women-owned businesses. Seeking to address the gap in accessible financial education for small business owners, she shifted her business to create valuable resources in this area.

Jamie offers online courses designed to empower small business owners and self-employed individuals to take control of their finances and enhance both their professional and personal lives. Armed with a Bachelor’s in Analytical Finance and a Master’s in Accountancy from Wake Forest University, she’s a self-described numbers nerd.

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Here’s a glimpse of what you’ll learn:

  • Jamie Trull talks about her background and journey to owning a business
  • How to figure out a standardized service to sell
  • The importance of understanding your ideal client
  • Jamie talks about her transition to an education business model
  • Tips to build an email list and sell a course before launching
  • Learning to let go of being perfect and just start taking action
  • How Jamie pivoted her content during COVID
  • The financial challenge of Jamie’s current business model compared to one-to-one CFO services
  • What does financial success look like to Jamie?

In this episode…

Embarking on an entrepreneurial journey often involves twists and turns, with no one-size-fits-all blueprint for success. How does one transition from offering one-to-one CFO services to an educational business model?

According to Jamie Trull, a seasoned financial expert turned online educator, this transition can be both challenging and rewarding. The allure of passive income often masks the extensive work required behind the scenes, while the absence of recurring revenue introduces a level of unpredictability.

In this episode of the Financial Clarity podcast, host Hannah Smolinski sits down with Jamie Trull, a financial literacy coach and profit strategist, to discuss her journey from being a CFO to becoming a leading financial management online educator. They talk about the challenges of changing business models, the importance of mindset and celebrating achievements in an entrepreneurial journey, and the role of mentors in inspiring business choices.

Resources Mentioned in this episode

Clara CFO is dedicated to providing financial clarity and profit-maximizing solutions to small businesses. The team at Clara CFO are seasoned accounting professionals with a heart for small business. We help growth-minded entrepreneurs thrive through Fractional CFO services and financial education.

Whether you’re grappling with hiring decisions, profit margin concerns, or ambitious growth plans, Clara CFO provides insights, recommendations, and a clear financial roadmap to achieve your goals.

To learn more about Clara CFO Group and how we can help your business, visit ClaraCFO.com.