FINANCIAL COACHING FOR BUSINESS OWNERS WHO DIDN'T GO TO BUSINESS SCHOOL - but know it's time to get clear on the numbers
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Why Trust Us
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MEET BEYOND THE GREEN
We help business owners grow, scale, and plan for exitsβwhile also strengthening their personal finances, from debt and home buying to college savings and long-term wealth.
17 years in business, I was overwhelmed and ashamed of my financesβbut Beyond the Green helped me finally understand where my money was going and build a strategy that actually worked. Working with AJ and her team gave me clarity, boundaries, and the confidence to take control of both my business and personal finances.
β Julie, Washington DC Owner of two day care centers
We've worked with businesses across hospitality, therapy, wellness, beauty, design, pet care, and coaching and educationincrease their revenue, combat burnout, and pay off debt. Our clients have seen up to 350% in revenue, have saved millions and used debt as a tool to build wealth.
Book a CallBEYOND THE GREEN MEDIA FEATURES
What you might be feeling
"Cash constantly feels tight and or unpredictable."
"Youβre not paying yourself consistentlyβor at the level you should, or at all."
"People keep telling you to raise your prices but it's not resolving your problems."
"You've handed off the numbers to a bookkeeper, accountant only to find out they've messed up and provide no strategy."
"Youβre ready to scale but know your current financial system cannot not grow with you."
"You feel like you can focus on your personal goals, debt and savings once the business is making more money."
If any of this sounds familiar, youβre not aloneβand itβs exactly what we help with
Book NowReal Outcomes.
Real Businesses.
Behind every number is a business owner who decided to take control β and changed everything.
Interior Designer saw 350% increase in revenue, while taking home a 60% profit margin.
We helped a salon owner strategically transfer to 80k worth of high-interest debt to balance transfer cards β buying time, reducing pressure, and creating breathing room.
This vocal coach turned her solo-preanur business into a studio, hiring their first team member and finally taking her first vacation without financial fear.
Small Business Offerings
Financial Coaching
We help you understand your financial reality, make smart decisions at every step, and build systems that run your business and personal finances with clarity.
- β 10 hours of support per month (60β90 min)
- β Debt Repayment and using debt correctly
- β Budgets and Forecasts
- β Pricing & margin tune-up
- β Cash flow organization and management
- β Retirement, Investments, Other Business ventures
- β Leading your financial team from CPAs, bookkeepers, financial planners, estate and business lawyers, COOs, and more.
Cadence: Weekly (6-9 months commitment)
Investment: $1800 per month (Can increase scope)
Start 1:1 CoachingFractional CFO
We step in as your financial thought partnerβguiding planning, oversight, and execution as your business grows.
- β Build and implement policies
- β Are the go-to for payroll, expenses, revenue, forecasting and strategy
- βwork intimacy with your bookkeepers and accountants
- β Ensure and manage proper movement of money, weekly/monthly
- β Manage weekly, monthly, quarterly, annual financial movements (story, covenants, scenarios)
- βPartner with your other divisions to ensure cohesive and streamlined communication for scalability
- β Less work for the CEO, more time away from the business
Cadence: Weekly, 12 month engagement
Investment: Custom
Get Your Fractional CFOSmall Business Mastermind
Group coaching with lighter 1:1 support.
Best for: Owners who want the BTG playbook and peer accountability.
- β Live group calls (2Γ/month)
- β Quarterly 1:1s
- β Templates & toolkits
- β Community access
- β Community & accountability
Cadence: Biweekly group + quarterly 1:1
Investment: Custom / cohort-based
WAITLISTSMALL BUSINESS SUCCESS STORIES
Real clients. Real breakthroughs. Read the full journeys behind the numbers.
Meet your Financial Coaches
Meet our team β and your future favorite person
AJ Schneider
AJ uses a unique method of personal development and strategic financial planning to help clients understand their financial reality and truly change their relationship with money. She believes that when you change your relationship with money, you have the power to change all your relationships β period.
Born in NYC, AJ recently moved to Long Island from Washington, DC with baby girl Mira, her dog Luna, and husband Brett β who she met at sleepaway camp when she was 14!
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Rachel Schmeling
Leah Kelley
Suki Bischoff
FREQUENTLY ASKED QUESTIONS
Will you replace my bookkeeper or CPA? +
No. We complement them. Accountants and bookkeepers aren't strategist. They don't review your expenses, they record them. They don't give forecasting predictions, they tell the IRS how much revenue you made. We work with your bookkeepers to ensure your systems are scalable and we work with your accountants to divise the best tax strategy for today and tomorrow.
Do you set up my accounting software? +
We recommend structure, reports, and workflows, and collaborate with your bookkeeper, but we donβt perform accounting software implementations.
Do you raise capital or negotiate with lenders? +
We prepare your story, numbers, and scenarios so you can engage partners confidently. We do not act as a broker or financial advisor.
Can you guarantee profitability or growth? +
No. Outcomes depend on execution and market conditions. We provide accountability, tools, resources and a structured plan designed for you.
Do you provide investing advice? +
No. We donβt provide specific investing advice. We prepare you with all the knowledge and resources to work effectively with licensed professionals.
