From Healthcare to Finance: Becky Spence’s Pivot Story

In this episode of Founders Future, with host Olivia Sammons, we sit down with Becky Spence, founder of Checkpoint Advising, to explore her journey from working in healthcare to building a business focused on helping service-based entrepreneurs gain clarity and control over their finances. Becky shares how her own frustration—growing revenue without seeing increased profit—led her to uncover the importance of tax strategy and financial systems, ultimately inspiring her to pivot and support other business owners facing the same challenges.She dives into her hands-on coaching approach, helping clients understand their numbers, improve pricing, and build profit-focused systems that support sustainable growth. Becky also highlights her client acquisition strategy through podcasts, speaking, and social platforms like Facebook and LinkedIn, as well as her focus on organic growth and intentional lead generation. With plans to scale through her “Income Intentionality Framework,” she shares valuable insights on financial literacy, systemization, and making data-driven decisions to build a resilient and profitable business.Connect with Becky Spence: • LinkedIn:  Becky Spence on LinkedIn• Instagram: Checkpoint Advising on Instagram• Facebook: Checkpoint Advising on Facebook• Website:  www.checkpointadvising.com