From Overwhelmed to Managed Growth

Impact LabSmall BusinessClient Success Story

Oct 30

Mission Edge helped Alicia Fox find work-life balance

From Overwhelmed to Managed Growth blog title card

Alicia Fox is passionate about helping her clients achieve a healthy lifestyle.

As a Certified Integrative Health Coach, she’s seen firsthand the benefits of a plant-based diet in living a more mindful, balanced and low-stress lifestyle. That’s why, after two years as a personal chef, she made the move to launch her own subscription meal plan service designed for busy people who want to eat more plant-based meals.

In its first year of business, Mindful Culinary Creations already brought in about $10,000 in revenue per month.

While growth is a good thing, Alicia and her two employees were feeling overwhelmed by the size of their new business, and the growing to-do list that went along with it.

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The Problem

When she came to work with us, Alicia had her hands full.

She was using QuickBooks to manage her business finances but needed some guidance on how to maximize the system and keep things organized.

Overall, Alicia was overburdened with the balance of entrepreneurial ambition and a life outside of work, all while handling accounting tasks and managing her time.

Where mission edge came in

We paired Alicia with finance expert Carolynn Duncan to cut through the overwhelm and tackle her business’s challenges head-on.

First, Carolynn helped Alicia set up QuickBooks and get comfortable with the platform.

Carolynn also provided some financial resources and tools including a spreadsheet for financial data input, Rocket Lawyer and a receipt scanning tool called Shoeboxed.

To aid in creating work-life balance, Carolynn suggested that Alicia establish set work hours so that she could focus during that time, and have designated time off to refill her cup.

The solution

After our program, Alicia has made progress in organizing her accounting records. She’s also gained clarity on her business goals and has a more accurate vision for what the future of her business will look like.

Equipped with a better understanding of her current financial insights, Alicia is able to identify growth opportunities for the future, and was even able to hire a third employee.

Most of all, Alicia says, she came away from the Impact Lab with less overwhelm and a more positive and productive mindset.

You can see results, too

Alicia came away from our program with the practical guidance and resources she needed to streamline her finance systems and improve her work-life balance.

But she also walked away with clarified goals and a new network of support that she can rely on as she continues to grow.