Optimize Your Small Business For Revenue & Profit

  • We're here to help you grow your business profitability

Tracy Jepson

At KANTEX Financial, we work directly with financial advisors, realtors and other service providers to show you how to:

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Find Clarity and
Have a Strategy

Operational Efficiency

Operational
Efficiency

Business Growth

Business
Growth

Is Your Business Struggling with Clarity, Efficiency, or Growth?

Discover How to Overcome These Common Challenges and Unlock Your Business's Full Potential

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    Messaging that lacks clarity and impact

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    Operations that are inefficient and slow

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    Stagnant growth despite efforts

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    Missed opportunities for expansion

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    Loss of customers to competitors

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    Business plateauing or experiencing decline

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    Wasting time and valuable resources

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    Business plateauing or experiencing decline

Simplify Your Business
Success with Ease

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Assess Your Business

Begin your journey by completing a comprehensive business assessment. This step will help us understand your current challenges, goals, and unique business needs.

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Book Your Strategy Call

Once you've completed the assessment, schedule a call with me to discuss your results and explore how we can work together to achieve your business goals. This call is an opportunity for us to connect, clarify any questions you may have, and determine the best coaching program for you.

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Join Our Coaching Program

Based on our call, you'll have the option to join either our group coaching program or our 1:1 coaching program. Both programs are designed to provide you with the guidance, support, and strategies you need to succeed in your business.

Transforming Your Business Story into a Journey of Success

Step into a business narrative where efficiency is key, goals become milestones, and success is not just a dream but your reality.

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Certified

Certified Profit First Mastery Firm

As a Certified Profit First Mastery firm, we follow the principles outlined in Mike Michalowicz's book "Profit First" to help businesses prioritize profitability. This methodology involves allocating profits first, before expenses, to ensure that a portion of every sale is profit. By implementing Profit First, businesses can achieve financial stability and sustainable growth.

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coach

Certified CoachBuilder

As a certified CoachBuilder, I bring expertise in using the Business Made Simple framework to help businesses clarify their brand message, streamline operations, and achieve their goals. This certification ensures that I am equipped with the tools and strategies to guide businesses through a structured process that leads to increased clarity, improved communication, and sustainable growth.

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I honestly can say that your concepts where mind blowing for me and have transformed our business outlook in less than a week. I’m more excited than ever about our growth!

Angela U.

Tracy Jepson

Struggling with Unclear Messaging and Stagnant Growth? Let Me Help You Streamline Operations and Achieve Your Business Goals!

Unlock Your Business's Full Potential with Strategic Guidance and Coaching

As a Certified Profit First Mastery firm, we follow the principles outlined in Mike Michalowicz's book "Profit First" to help businesses prioritize profitability. This methodology involves allocating profits first, before expenses, to ensure that a portion of every sale is profit. By implementing Profit First, businesses can achieve financial stability and sustainable growth.

Empowering Your Business to Overcome Challenges and Thrive

Comprehensive Services Tailored to Unlock Your Business's Full Potential

Business Coaching

Personalized coaching services to help you achieve your business goals, available in group or 1:1 sessions.

Strategic Growth Consulting

Receive customized consulting services tailored to your business's stage, whether you're starting up, growing, or scaling.

Profit First Implementation Services

Implement the Profit First methodology in your business to prioritize profitability and financial stability.

Transform Your Business with Our Proven Process

Identify the Gap, Access Expertise, and Receive Dedicated Support for Rapid Results

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Identify The Gap

We'll begin by assessing your business and identifying the gaps unique to your challenges so we know exactly where to begin and get the most impact the quickest.

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Access to Frameworks & Experience

You'll have access to proven frameworks designed to move the needle quickly and easily along with two decades of small business experience to

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Support Through The Process

You'll have one on one or a group of driven entrepreneurs to support you through the process. In Person VIP Days, Voxer, Slack and Zoom are just a few of the ways we stay connected.

tracy Jepson

Business Assessment

The business assessment is a comprehensive evaluation designed to identify key areas of strength and areas for improvement within your business. It covers various aspects, including your business model, operations, financial health, marketing strategies, and overall growth potential. The assessment involves a series of questions and analysis to gain a deep understanding of your current situation and future goals. The goal of the assessment is to provide you with valuable insights and recommendations to help you make informed decisions and drive your business towards success.

Simplify Your Business
Success with Ease

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Assess Your Business

Begin your journey by completing a comprehensive business assessment. This step will help us understand your current challenges, goals, and unique business needs.

icon

Book Your Strategy Call

Once you've completed the assessment, schedule a call with me to discuss your results and explore how we can work together to achieve your business goals. This call is an opportunity for us to connect, clarify any questions you may have, and determine the best coaching program for you.

icon

Join Our Coaching Program

Based on our call, you'll have the option to join either our group coaching program or our 1:1 coaching program. Both programs are designed to provide you with the guidance, support, and strategies you need to succeed in your business.