In this comprehensive and transformative course, CPA and financial strategist Paul Roch shares his expert guidance with fitness studio owners and wellness entrepreneurs on how to shift from financial overwhelm to structured, confident decision-making. Drawing from over two decades of experience in higher education budgeting and financial systems, Paul translates complex financial concepts into simple, actionable strategies tailored for real-life business owners, especially those in the fitness and wellness industries.
This session is a cornerstone course within the Agency Curriculum, helping business owners build sustainable, profitable operations without relying on spreadsheets or overly complicated accounting tools.
Paul also addresses the emotional side of money management, normalizing the shame and fear that often accompanies financial avoidance. With empathy and humor, he will help you reframe financial systems as a source of calm, not chaos.
Whether you’re a solo coach, a home studio operator, or managing a large team in a boutique fitness space, you will find valuable, timeless tools to help you take control of your money without needing to be a numbers person.





