with Sam Sadoff, CPA & former tree business owner
The complete financial framework to transform your tree business from revenue-chasing chaos into a predictable, profitable operation that works for you instead of against you.
So you can price with confidence, scale strategically, and finally take home what you deserve.
In just 8 weeks, you’ll learn the complete financial strategy for tree service business owners.
Plug-and-Play Financial System:
TREE BUSINESS MARKETING ROI & LEAD TRACKER
You’ll get three different versions depending on your marketing strategies, budget, and tech setup. Simply plug in your numbers and instantly see which lead sources are gold mines and which are money pits.
SALES & REVENUE PERFORMANCE DASHBOARD
Track leads, proposals, and sales so you can optimize your sales process and turn all your leads into paying jobs.
CREW EFFICIENCY CALCULATOR
Stop wondering if your crews are productive enough. This simple tracking tool shows you exactly how each crew is performing against targets in real-time. Even your crew leaders can easily update it daily.
EQUIPMENT INVESTMENT FRAMEWORK
End the constant worry about equipment decisions. This straightforward tool tells you exactly what you can afford to purchase and how to cover your investment so you’re not the one eating the costs.
STRATEGIC PRICING FORMULA
Stop undercharging for jobs! This tree-service-specific tool ensures every quote you give is profitable based on YOUR actual costs.
CUSTOM GROWTH BLUEPRINT
Turn your numbers from a spreadsheet into a complete financial roadmap with a step-by-step plan. Get a personalized plan showing exactly how to grow profitably while avoiding costly mistakes.
WHAT-IF SCENARIO BUILDER
Test any major business decision before risking your hard-earned dollars. See exactly how price changes, equipment purchases, or crew additions impact your bottom line.
90-DAY ACTION PLAN
Break down your growth goals into clear daily actions that actually get done. Get a prioritized roadmap showing exactly what to tackle first, second, and third.
ACTIONABLE SUPPORT
Weekly Monday live lessons calls
Weekly Drop-in office hours for extra support – Got questions between calls? Get real-time feedback and stay on track.
Learn from other tree service owners facing similar challenges.
You’ll get three different versions depending on your marketing strategies, budget, and tech setup. Simply plug in your numbers and instantly see which lead sources are gold mines and which are money pits.
FOUNDING MEMBER EXCLUSIVE: Tax Strategy Workshop + Private Call ($3,600)
Group tax strategy workshop led by Sam Sadoff, CPA with tree industry experience
90-minute 1:1 session — includes 60 minutes of business strategy + 30 minutes of tax Q&A
Saves most businesses $7,200-$12,000 annually
FOUNDING MEMBER EXCLUSIVE: Live Sales & Marketing Training
Private training with tree business marketing expert Wes Smith
Proven strategies for generating high-quality leads specifically for tree services
Implementation systems for keeping your pipeline full year-round
