The BTB Advisory Firm

Sometimes clarity doesn’t come from more effort…it comes from more space.

That’s what the CEO Wellness Retreat offers. Whether you join in-person or virtually, we help you clear the noise so you can focus on what truly matters in your business.

✨ Strategy. ✨ Vision. ✨ Alignment.

Now with a payment plan option to make it even easier to say yes.

If your business backend is a mess, it’s not just frustrating…it’s expensive.

Join me Wednesday, June 12 at 1 PM ET for The CEO Table.

🧾 The Cost of Chaos: How Disorganization is Draining Your Business

We’ll talk about what back-office messiness is really costing you…and how to clean it up without burning out.

This isn’t just admin cleanup. It’s about reclaiming your time, your clarity, and your peace.

You just landed in Mérida for the CEO Wellness Retreat.

What’s the first thing you're doing?

A) Dropping your bags and hitting the pool
B) Sipping something refreshing
C) Napping in the AC 😅
D) Connecting with your fellow CEOs

Drop your letter below—we’re all dreaming about it!

hashtag hashtag hashtag

Is your business email protected?

A hacked inbox can open the door to fraud, especially if you're sending invoices or payment links.

🔸 Use strong, unique passwords
🔸 Enable two-factor authentication
🔸 Avoid using public Wi-Fi to check sensitive emails

Thinking about expanding your team or services?

Let’s run the numbers first.

The Strategic CFO Service helps you forecast, price, and plan—so your next move is a smart one.

Let’s talk profit-first mindset.

Even if your income fluctuates, you can still build in owner pay:

💡 Allocate a percentage of every deposit (e.g., 10–20%)
💡 Transfer to a separate account for your salary
💡 Pay yourself on a fixed day—even if the amount varies

Discipline creates freedom.

On this Memorial Day, we pause to honor those who’ve given their lives in service.

And we reflect on the importance of protecting our peace and purpose.

The CEO Wellness Retreat offers space to reclaim your energy and strategy, so you can lead from a place of wholeness.

🌿 Registration is open.

You walk into a bookstore and find a business book written by you.

What’s the title? 👀

Drop it in the comments—we can’t wait to see your brilliance shine!

Monthly access audit time:

🔐 Remove ex-employees from systems
🔄 Rotate passwords
✅ Review user permissions

Your data—and dollars—deserve protection.

When was the last time you reviewed your business model, beyond just revenue?

Through our Strategic CFO Service, we help clients make intentional, sustainable decisions using real financial insight.

Because growth without strategy is just expensive chaos.

Want to pay yourself consistently? Build it into your system.

✅ Create a “CEO Pay” category in your budget
✅ Pay on a regular schedule—even if the amount is small
✅ Treat it like a non-negotiable expense, because it is.

The CEO Wellness Retreat isn’t about escaping your business—

…it’s about stepping away to reset your perspective.

🧠 Reflect on what’s working
🔑 Release what’s not
🤝 Connect with seasoned entrepreneurs navigating similar storms