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Independent Consultant Growth Lab Session 5 (Financial Strategy): Why You're Working Hard But Not Seeing the Money

  • 23 Sep 2026
  • 9:30 AM - 10:45 AM
  • Virtual Meeting (Link will be provided upon registration)
  • 29

Registration

  • Members MUST login to register.

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The Independent Consultant Growth Lab is a 6-part, cohort-style learning experience designed for independent consultants, coaches, and small business owners who are building and growing service-based businesses within the talent development ecosystem.

This program addresses the most common challenges faced by independent professionals:

  • Inconsistent revenue and limited visibility
  • Operational overwhelm and lack of scalable systems
  • Limited financial clarity and decision-making confidence

Why You're Working Hard But Not Seeing the Money

Whether you're considering the leap to independent work or already running your own business, understanding the financial side is what separates "busy" from "profitable." And most people skip this part... not because they don't care, but because nobody breaks it down in a way that actually makes sense.

Join Stephanie Smith of New Light Financial Solutions for a practical, plain-English conversation about the money side of running a business. This session covers why independent consulting might be more within reach than you think, the financial fundamentals every business owner needs to know (including bookkeeping, tracking, and keeping your books in order), and how to tell the difference between making money and actually keeping it. You'll also learn how to spot what's driving profit in your business and what's quietly working against you.

No accounting jargon. No spreadsheets full of formulas. Just real financial clarity for anyone who wants to build something that actually pays them what they're worth.

What attendees will walk away with:

  • A realistic look at the advantages of starting and running your own business
  • An understanding of why bookkeeping and financial tracking matter from day one
  • A clear picture of revenue vs. profit and why the difference matters more than you think
  • How to spot what's actually driving profit (and what's eating into it)
  • Confidence to make better financial decisions, even if numbers have never been your thing

Facilitated By:

Stephanie Smith is the founder of New Light Financial Solutions, a bookkeeping and CFO advisory firm built for business owners who want financial clarity without the chaos. A former math teacher turned financial strategist, Stephanie has a gift for making the numbers make sense, whether you're handling your own books or ready to hand them off. She's a certified QuickBooks ProAdvisor and active Zoho Finance Partner, and her firm's One Clear Path method helps business owners understand the financial drivers that actually move the needle on cash flow and profit. From DIY bookkeeping support to full-service CFO advisory, Stephanie meets business owners where they are and helps them build a business that works for them, not the other way around.


    Target Audience

    • Independent consultants and facilitators
    • Coaches and fractional leaders
    • Small business owners (1–10 employees)
    • Corporate professionals transitioning into consulting
    • L&D practitioners building independent practices

      Upcoming Sessions

      October 28: Session 6 - Integration Session (All Partners)


        Co-Hosts / Program Leads


        Cornelius Dowdell, VP of Strategic Partnerships

        Program Design, Facilitation, Strategic Integration



        Tony Ballard, VP of Membership

        Community Engagement & Co-Host

           Chapter ChIP Code CH9047

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          Call Us:
          (770) 421-5315

          Email Us:
          info@atdatlanta.org

          Write Us:
          6595 Roswell Road, Suite G
          PMB 56468
          Atlanta, GA 30328

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