Do you own your own business... or does it own you?

If stepping away for even a few days feels impossible, or if cash flow always seems a step behind your to-do list, this workshop is for you.

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Join Candy Messer (Affordable Bookkeeping & Payroll, Clockwork-Certified) and Teresa Wagonseller, CPA, CFO (HigherUp CFO Services) for a practical, fast-paced session that blends operational freedom with cash-flow control—so your business runs like a CEO is in charge… even when you’re not there.

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What You’ll Learn:

• Stop being the bottleneck: Use Candy’s Clockwork delegation framework (Information/ Permission/ Outcome) to get work off your plate—fast.

• Design a “Step-Away” test: Prepare your team and systems so you can step back without things falling apart—and watch your business value go up.

• Grow like a corporation—without the payroll: Teresa’s Fractional C-Suite framework shows when CFO/COO/CMO support makes sense and what it can do for your growth.

• Increase business value (even if you’re not selling): Systems, margin discipline, recurring revenue, and cash predictability make your business more valuable now and later.

• Get cash calm in 15–30 minutes a week: Build a 13-week cash-flow plan and weekly money rhythm so you can fund delegation, capacity, and growth without stress.

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What You’ll Get

Every attendee receives our Planning + Operating Bundle so you can implement right away:

• Delegation Planner (quick-start)

• Owner-Independence (Step-Away) Checklist

• Drivers Worksheet (targets & growth levers)

• 13-Week Cash-Flow Template (Excel/Google Sheets)

• Weekly Money Rhythm Checklist (one-pager)

• Five Numbers Cheat Sheet (cash runway, AR days, AP timing, gross margin trend, payroll preview)

• “Use These Together” quick-start guide

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Who It’s For:

• Small business owners—especially in service-based industries—who want:

• Less chaos and overwhelm

• More freedom and flexibility

• A business is worth more, whether or not they plan to sell

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Meet Your Hosts:

Candy Messer — President, Affordable Bookkeeping & Payroll
Clockwork-Certified consultant helping business owners step out of the day-to-day, delegate effectively, and build businesses that run without owner dependency.

​Teresa Wagonseller, CPA, CFO — Founder, HigherUp CFO Services
Fractional CFO helping small business owners master cash flow, forecasting, and strategic planning to scale intentionally and boost enterprise value—without breaking the bank.