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Summary Business Deck
Sales & Marketing Plan
Case Studies
Learn how we unlock growth, engineer client acquisitions, drive sales, increase profitability, innovate and design eco-systems for client success, and restore alignment for mission-driven founders.
Here are a few examples of our performance. But wait...there's more.
High Velocity Rev Engine
Inc. 5000 Women's Wealth Co.
By unlocking buyer psychology and rebuilding the acquisition engine, Jessica scaled the company from $50K to $500K monthly recurring revenue (MRR) and built a seven-figure per month ad spend with a 35% conversion lift and $150K in monthly revenue gains.
Virtual Sales Machine
8 Figure Training Company
After joining forces with a marketing team who redesigned the customer journey from direct-to-call ads to a “speak-to-sell” webinar and virtual bootcamp model, Clinton led the webinar and sales team that generated over $7M in new revenue within one year.
Engineer Client Success
National B2B Franchise
By redesigning the accounting firm model around work-life harmony and scalability, Mayumi engineered a client-success ecosystem that enabled moms to launch 6-figure solo CPA practices within a year, often while still working full-time resulting in client LTV exceeding $250K per accountant.
it is not all unicorns & rainbows
What We Learned.
Discover how we turned lemons into lemonade.
Encourage professionals to grow their strengths.
We started by requiring all owners to provide both accounting and tax solutions.
Those who excelled at accounting, but lacked the tax experience invested in professional growth, learned how to deliver tax services, and even became a Certified Tax Coach. This investment didn't generate a love for tax. Instead, it had the opposite effect. We noticed a common theme - turnover on tax teams run by professionals stronger in accounting especially during tax season.
Those who excelled at tax, but lacked the accounting experience usually hired bookkeepers, moving away from the CPA level technical expertise that was our standard.
We ultimately removed the requirement to offer both accounting and tax solutions and allowed CPAs to focus on their strengths and encouraged collaborations with other complimentary franchise owners.
Work-life harmony must come first.
In the beginning, we focused on top line growth and franchise owners were allowed to hire team within the first year. The training combined 2 stages of growth: Employee to Solo and Solo to Firm Owner. It was too much too soon. They were growing, but they weren't happy.
Realizing that we had misprioritized, we corrected course in 2023 and split the training system into 2 Tiers:
Tier 1 (Employee to six figure Solo practice)
Tier 2 (Solo to seven figure Firm)
This split allowed Tier 1 owners to enjoy a flexible, work-from-anywhere solo practices (working 20-40 hours per week). Those who wanted to grow into firm ownership could do so without external pressures.
The Tier 1 training shifted focus from top line growth and began a system of tracking work life harmony scores in 4 areas (finance, family, firm, and fitness). This resulted in a massive improvement in satisfaction and work life harmony scores increased to an avg 8/10 for each owner in 2024.
There is freedom in structure.
Though most of the tech stack was defined and under management at franchise launch in 2020, we gave owners the choice on which tax software and client workflow management tool they wanted to use. That freedom of choice took away family time and forced owners to research, train, and implement new systems.
Realizing more choices isn't always better, we selected the tax software and workflow management tool and took complete control of the tech stack in 2023.
CASE STUDY: high velocity revenue engine
Jessica Jobes
Unlock Growth With Breakthrough Buyer Psychology
Re-Engineering Growth for an Inc. 5000 Women’s Wealth Company
When women take control of their financial futures, the ripple effects transform families, communities, and generations. This Inc. 5000 Women’s Wealth Company set out to democratize wealth building for women—but rapid scale created new complexities. They needed a growth engine built for longevity, efficiency, and repeatability.
That’s where Jessica stepped in.
Year 1: Cracking the Code on Buyer Motivation & Building a High-Velocity Revenue Engine
In the early days, the company’s funnel showed promise but lacked precision. Conversion rates were uneven, CAC was rising, and messaging wasn’t aligned to the emotional drivers behind women’s financial decisions. Within six months, Jessica helped engineer a full-funnel rebuild that unlocked a breakthrough.
We discovered a fundamental truth—what women need generates $6 leads, but what they want generates $1 leads. The product delivered on what they need yet that was the more expensive marketing path so instead of resorting to bait-and-switch tactics, we architected a dual-motivation marketing and product strategy that delivered both with integrity.
This motivation unlock was key:
- Delivered $450K in new MRR within 6 months
- Scaled the funnel from $50K/mo MRR → $500K/mo MRR
- Reduced marketing spend by aligning messaging to authentic buyer psychology
- Built a sustainable acquisition engine the company could grow from
This became their first major revenue inflection point—and the foundation of their future scale.
Years 2–3: A Growth Methodology That Scales Teams and Revenue
With a proven engine in place, the business scaled—fast. The company hired and trained a 30-person growth team, expanded their program ecosystem, and climbed into multiple eight figures in annual revenue. Their momentum earned them a coveted spot in the Top 100 of the Inc. 5000 list, signaling both operational maturity and market dominance.
The system worked.
Until it didn’t.
Year 4: Re-Igniting Growth After a Funnel Collapse & Restoring Seven-Figure Scale
As with any maturing digital business, automated funnels inevitably age. Buyer psychology shifts. Platform economics change. And after years of exponential scale, the company’s once-powerful funnel began to fail—fast.
Before the collapse, the brand was confidently spending seven figures per month in ad spend. But when the funnel broke, the company was forced to pull back to low six figures a month for four months—a dramatic reduction that threatened the company’s future.
That’s when the founders brought Jessica Jobes back in as a Growth Consultant.
She helped optimize and rebuild—using rapid testing to understand the market, optimized the funnel, introduce new methodologies, update the growth playbooks, and supported the team as the funnel resumed 7 figures per month in ad spend.
The results were transformative:
- 35% uplift on core landing pages
- $150K+ monthly revenue increase directly tied to funnel optimization
- $40K/month saved on testing costs through modernized experimentation frameworks
- Scaled ad spend back up from low 6 figures → 7 figures per month, with stability and confidence
- Next generation growth SOPs in place for an upskilled marketing team.
This re-ascension phase didn’t just fix the funnel—it returned the company to its rightful trajectory as a category-leading force in women’s wealth.
Transforming a Women’s Wealth Brand Into a Category Leader
By redesigning the system, not the mission, Jessica helped the company create a scalable, repeatable growth engine capable of supporting millions of women on their wealth-building journey.
$40K/mo
Amount Saved
in Testing Costs
$150K+/mo
Monthly Revenue Increase
Directly From Funnel Optimization
$500K/mo MRR
Scaled from $50K/mo MRR
to $500K/mo MRR
12
# of CPA Practices Launched
9
States
CASE STUDY: Virtual Sales Machine
Clinton Young
Turning a Training Program Into a Confidence-Driven Enrollment Experience
This education company had a proven coaching offer but relied on a standard model:
Ads → free webinar → phone call → enrollment.
Buyers were curious, but not yet confident or committed—and selling high ticket coaching required enormous effort. Clinton helped evolve that path into an experience that created belief before purchase.
From Information → Activation
A new model was launched:
Ads → Sales Webinar → Paid 2-Day Virtual Bootcamp → Enrollment
Instead of hearing why coaching works, buyers experienced it.
The pre-event student experience and 2 day bootcamp delivered clarity, real-time wins, and measurable confidence boosts. Some even booked early speaking opportunities before investing in coaching—proof of true activation.
What shifted:
- Buyers arrived educated and emotionally ready
- Trust was earned through participation, not persuasion
- Value was experienced, not promised
- Higher Commitment, Higher Investment
Because participants already felt momentum, they were willing to invest at a higher level—adding ~$4,000+ to average order value.
Not through pressure—through progress.
A Better Qualified Room
Clinton helped build and implement systems that made the room stronger:
- Pre-event prep curriculum
- Case-study-based nurture sequences
- A structured bootcamp experience designed for actual wins
- An ethical, performance-based enrollment system
- A sales team aligned with activation psychology
Instead of free-to-call browsers, attendees had already purchased to attend, invested multiple training hours even before the 2 day bootcamp—creating a meaningfully more qualified buying environment.
What This Model Proved
When buyers enter coaching:
- already achieving wins
- already clear on their direction
- already confident in their ability
- selling becomes natural, not forced, and the cream rises to the top.
This activation-first model didn’t replace everything—but it powered a moment in the company’s growth where:
✨ Buyer confidence increased
✨ Readiness dramatically improved
✨ Educational value was delivered upfront
✨ Investment tolerance expanded
Most important?
People felt successful before they even enrolled, and they believed they could do it, and that investing in
12
# of CPA Practices Launched
9
States
CASE STUDY: engineered CLIENT SUCCESS
Mayumi Young
Redesigning Work-Life Harmony for Accountants.
Over 60% of the accounting workforce is women, yet only 10% of firm owners and partners are women. Less than 20% of accountants ever make six figures annually. This disparity isn’t a talent problem—it’s a design problem. Makana set out to redefine what an accounting firm could look like, especially for women, and tackled the most challenging avatar—professional working moms.
First, we cracked the code on the product model to achieve the target to generate six figure Solo practices within a year with minimal upfront investment by the accountant making it accessible and scalable for the masses. Then, we engineered a upgraded version of the model centered on work-life harmony, flexibility, and scalability—breaking long-standing barriers and empowering women accountants to launch and grow their own practices.
With client LTV of over $250,000, this turnkey, business-in-a-box ecosystem developed in under 3 years supports accountants at every stage of their journey, including done-for-you solutions:
* Lead generation and client acquisition services
* Billing and collections services for accounting practices, including custom billing SAAS technology
* Turnkey virtual business, client acquisition, and client management technology
* Business blueprints, playbooks, workflows, automation, and firm systems
* Hiring, onboarding, and talent acquisition solutions
* Training, coaching, and mentorship for growth
* Funding for strategic expansion through acquisition
By redesigning the model—not the women—we created a scalable, repeatable ecosystem that enables accountants to build profitable firms without sacrificing their wellbeing.
Here’s a glimpse into the results of a client-success–designed model, where employees leveraged the business-in-a-box solution to launch their solo practice—often while maintaining their full-time jobs for almost a year:
$87,730
Avg 1st yr Gross Billings*
(part-time)
$126,146
Avg 1st yr Gross Billings*
(full-time)
8/10
Avg Work-Life Harmony Scores
12
# of CPA Practices Launched
9
States
OUR TEAM.
Mayumi Young
Founder/CEO
Christine Silvas
Care Manager
Joan Weiss, CPA
Controller/Billing Manager
K'Lani Bowers
Financial/Billing Specialist
Dawn Goldberg, CPA
Community Manager
Gaurav Kamboj
Tech Manager
We are proud to be part of an organization where values and family still matter, where we enjoy all of the people we interact and collaborate with, and where everyday we have the opportunity to make a difference.
MEET OUR WORLD CLASS GROWTH TEAM
Jessica Jobes
GROWTH MARKETING HACKER
$220M+ startup revenue generated | Fractional CMO | Marketing Engineer
Clinton Young
SPEAKING & SALES WIZARD
Millions sold through speaking & sales | High Ticket Sales | Ignite Speaker
Mayumi Young
STRATEGY & SYSTEMS SAGE
Scalable Solutions Architect | Client Success Engineer | Financial Innovator
Meet the Founder.
Mayumi Young
Entrepreneurship | Finance | Education
CEO of a Public Benefit Corporation & Founder of 4 mission driven ventures since 2000, Mayumi is a former CPA, Price Waterhouse auditor, and International Finance Director with over 30 years of accounting industry experience. She has personally consulted start-ups to Fortune 100 multinational corporations, and has launched & mentored countless entrepreneurs. Mayumi has faithfully served thousands of people around the globe, and has lived her passions: entrepreneurship, finance, and education.
"Makana" means "gift" in Hawaiian. Our mission is to inspire businesses to embrace accountability, transparency, and purpose—all while achieving financial success. If you're ready to elevate your business and make a global impact especially for women in business, Makana is here to help.
Aloha,
Mayumi
