Applications open through Monday, August 10 · The cohort begins Thursday, August 13 · 9 of 15 founding spots remaining
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For bilingual Hispanic CEOs generating six figures
Give me 6 months and you'll be paying yourself consistently, delegating with confidence, and no longer the bottleneck — without everything depending on you.
A 6-month bilingual mastermind integrating Finance, Operations, and Conscious Leadership — with your operator trained alongside you.
THE TRANSFORMATION
From a business that is running you — to the business that works for you.
This is what changes in six months. Not in theory — implemented.
IF THIS SOUNDS FAMILIAR...
You're the most valuable person in your business.
And the most exhausted.
You built a real business. Real clients. Real revenue. You work harder than anyone you know.
And you still check your bank account with the same anxiety you had on day one.
Money comes in and disappears before you can account for it. You answered the same team question today that you answered last Tuesday. You have ideas for growth — but it's one brain, and that brain is already occupied holding up what exists.
And every time you try to grow, you find the same thing: double the staff, double the work, double everything. Because there's no system that replicates without you. There's you.
You've already invested in help. An accountant for taxes. A consultant for operations. A coach for leadership. Each one solved a piece. The puzzle stayed incomplete.
And there's something else — the part you don't say out loud. You built this business for freedom. Right now it's giving you the opposite.
Is this what I built all of this for?
Hard work alone won't solve this. Structure will.
Revenue ≠ Profit. Structure determines profit.
THE FOUNDER
I built the program I wish I'd had.
I'm Yasnay Montalvo.
I was born in Cuba. I came to the United States at 18 — eleven years after my father left on a raft, crossing the ocean to build a future for our family. I grew up watching my family's resilience build a convenience store that fed us, and absorbed everything else. Their time. Their presence. The years they could have spent with us.
I am an accountant by education and training. I've spent more than 18 years in the entrepreneurial community, working alongside business owners across many industries — watching the same pattern play out again and again. The business that was supposed to provide freedom became the thing that consumed it.
Then in 2020, in the middle of the pandemic, my son was born. I quit my corporate job to be a present mother.
I didn't set out to start a business. People started looking for me. They needed help with their numbers, their systems, their decisions — and I wanted to help. A few months in, I was working more than I had been at my corporate job.
I remember the day everything changed.
I was at my desk. QuickBooks open on one screen, an Excel spreadsheet on another. On my laptop, YouTube on autoplay — Baby Shark, on a loop, keeping my son entertained while I worked. He was eight months old.
I looked into his eyes. And I saw her — the little girl I had been. The one who grew up watching her parents work, craving their attention, their presence, their eyes on her instead of on whatever needed to get done next. The one who knew she was loved, and felt the distance anyway.
In my son's eyes, I saw that little girl looking back at me.
And I realized I was repeating the pattern. I had confused proximity with presence. I was in the room — but I was not there.
In that moment, I made a conscious decision: I would not repeat the pattern. I would not build the same business that had absorbed my family's life. I would find the resources, the mentorship, the tools, and the support to run this business differently. A business that supported my life — not the other way around. A business that let me be present with my son. With my family. With myself.
But here's what I noticed along the way. I invested over $200,000 in programs, masterminds, courses, coaches, consultants, and certifications, including Profit First Professional and The Clockwork System, among many other business development programs. All of it to assemble this integrated system.
And in all those years, in all those rooms, I never found a single program that combined what we do here. Not one. Each one solved a piece. Integration was always my problem to solve.
In five years, my firm has generated over $1 million while I work fewer than 30 hours per week, lead a remote team, and remain fully present as a mother. I built my business the way I teach others to build theirs.
That's why I built Rooted — so you don't have to spend the years and the money I did chasing what should have always been together.
Rooted is the integrated system, delivered in six months. Built so you don't have to learn it the way I did.
This program is what I needed.
I'm offering it to the business owner I was then.
THE PATTERN HAS A NAME
You don't have a strategy problem. You have an integration problem.
You're not where you are because you don't work hard enough. You're there because you've been applying a work-ethic answer to a systems-integration problem — and they aren't the same thing.
To solve it on your own you'd need an accountant for the finances, a consultant for the operations, a coach for the inner work — and someone to make all three talk to each other. That last part is the one nobody sells. Each specialist solves their piece. Connecting them always falls to you.
And that's exactly what you already tried. The accountant cleaned up the books, but operations kept draining the cash. The consultant built the systems, but the money stayed unpredictable. The leadership program changed how you think — but there was no structure to hold it. Each one helped. Then another piece collapsed.
You were never the variable that failed. The approach was.
Think of your business as a three-legged stool: finance, operations, leadership. A stool with one short leg doesn't wobble — it falls. And it doesn't matter how strong the other two are: the shortest one determines the outcome.
Every time you fixed one leg, the other two pulled the stool back down.
$250,000
PER YEAR
Roughly what it costs to stay where you are — in profit that never materializes, founder time spent on the wrong work, tax penalties, high-interest debt, and a revenue ceiling that never moves.
Every month without the integration is a month of compounding loss.
Integrating finances, operations, and leadership is the most effective way for a bilingual Hispanic CEO to pay yourself consistently, build a business that works even when you're not there, and delegate with confidence — without everything depending on you.
OUR METHODOLOGY
Three pillars. One integrated system.
Most programs treat them as separate. We don't — because they're not. The way you handle money, the systems that run your business, and the leader you become are one conversation.
FINANCE
Stop guessing what your numbers mean. Profit First, value pricing, current books, and capital readiness — so every number tells you what to do next.
The result: you pay yourself consistently.
See what you implement ↓
- —Books organized and current in QuickBooks
- —Cash Flow Management implemented and running
- —Value Pricing architecture — pricing that includes your salary
- —Custom financial dashboard, in real time
- —Capital access readiness
OPERATIONS
Stop being the bottleneck. Clockwork methodology plus AI implementation led by your operator — systems that move the business without you holding every thread.
The result: a business that doesn't depend on you.
See what you implement ↓
- —Clockwork system installed — delegation documented
- —Time analysis: where your week and your team's week actually go
- —CEO Dashboard for operational clarity
- —AI agents designed and implemented by your operator
- —Your operator trained and running the day-to-day
CONSCIOUS LEADERSHIP
Stop leading from urgency. Human Design, NLP, and somatic awareness — the inner work that turns reactive decisions into rooted ones, and protects you from burnout.
The result: you delegate with confidence.
See what you implement ↓
- —Full Human Design assessment + integration plan
- —Communication through NLP and somatic awareness
- —The capacity to lead from regulation, not reaction
- —A personal vision integrated with business strategy
- —Sustainable rhythms aligned with your design
THE STRUCTURE
Two seats. Not one.
Most programs train the CEO and send that person back alone to implement everything. Rooted trains both seats, yours and the person executing alongside you, in parallel, each in their own room.
Because the business that runs without you isn't built alone. It's built in the partnership you develop with the right person beside you.
FOUNDER TRACK
Your room. Private, with CEOs facing the same decisions you are.
Led by Yasnay Montalvo
- —Strategic finances, profit optimization, value pricing
- —Capital readiness and conscious leadership
- —Vision, standards, and the systems that scale
- —AI strategy and oversight — you stay aware of every implementation, your operator handles the execution
OPERATOR TRACK
Your operator's room. Private, with operators solving the same implementation challenges.
Led by Juan Reyes, Certified Clockwork Operating Officer
- —Clockwork implementation and delegation architecture
- —Project management and team coordination systems
- —AI agents — testing, evaluating, integrating as the technology evolves
- —Decision-making and execution leadership
"Normally you pay for a subscription and they hand you the material, but they don't integrate your team. That's what makes us unique."
— Juan Reyes, Certified Clockwork Operating Officer
Your operator becomes your AI Implementation Officer.
While the world scrambles to keep up with AI, your operator stays ahead of it — testing, evaluating, and integrating new tools as they emerge. You stay aware of what's being implemented and why. The execution is theirs. You stay focused on the only thing only you can do.
Don't have an operator yet?
You're not behind — most CEOs who enter Rooted don't have one either. You'll get access to the same recruiting partner I've hired every member of my team through. In the meantime, you attend the operator sessions yourself.
4 years
working with this partner
~$1,000/mo
average operator compensation
3 months
replacement guarantee
SIX MONTHS BUILDING ROOTS
Roots are what let the business replicate without you.
You can walk into any Publix, in any city, and find exactly the same thing. That isn't luck. It's structure. That's what we build — not in theory, implemented, in six months.
MONTH 0 · Before your first session
- ✓Bookkeeping Diagnostic — $2,500 value, included for founding members
- ✓Profit Leak Diagnostic + roadmap
You start knowing exactly where the money is leaking.
MONTHS 1–2 · Visibility
- ✓Books organized and current
- ✓Cash Flow Management implemented
- ✓Clockwork time analysis — where your week and your team's week actually go
- ✓Your operator enters their room in week one
For the first time you see your real numbers and know where your time goes.
MONTHS 3–4 · Structure
- ✓Value Pricing architecture — pricing designed so your salary is built in
- ✓Clockwork installed: delegation documented, processes that don't live in your head
- ✓AI agents designed and implemented by your operator
You pay yourself consistently and your operator is running processes that used to be yours.
MONTHS 5–6 · The living system
- ✓Financial Dashboard and CEO Dashboard built and operational
- ✓Capital access readiness
- ✓The test: you step away, see what breaks, and fix it
The business runs without you — and you have the proof.
The rhythm — and why it's less time than you think
Your Circle and your operator's Circle alternate. There are weeks with no session at all — and that's exactly the point.
Founder Circle with Yasnay — 2 hours
Accounting Office Hours (optional)
—
No sessions
Operator Circle with Juan Reyes, Certified Clockwork Operating Officer
Founder Circle with Yasnay — 2 hours
Conscious Leadership session
—
No sessions
Operator Circle with Juan Reyes
YOUR WEEK
Founder Circle with Yasnay — 2 hours
Accounting Office Hours (optional)
YOUR OPERATOR'S WEEK
—
YOUR WEEK
No sessions
YOUR OPERATOR'S WEEK
Operator Circle with Juan Reyes, Certified Clockwork Operating Officer
YOUR WEEK
Founder Circle with Yasnay — 2 hours
Conscious Leadership session
YOUR OPERATOR'S WEEK
—
YOUR WEEK
No sessions
YOUR OPERATOR'S WEEK
Operator Circle with Juan Reyes
Two Founder Circles a month. One Conscious Leadership session a month. Two out of every four weeks, no sessions at all.
Your operator's rhythm is theirs, not yours — that's half the point. The private community is open 24/7, with separate channels for founder and operator, and implementation happens inside your business, not on top of it.
At the end of six months you don't walk away with notes.
You walk away with your finances organized, the operating system installed, your operator trained and running the day-to-day, and the ability to step away without anything falling apart.
THE PROOF
Real results. Real businesses.
Every story here started with the same decision: stop solving it one piece at a time.
5x
more profit — on lower revenue and fewer hours
Bertha, Optimal Weight Loss. Revenue: lower. Profit: 5x higher. Hours: fewer. Net income: more.
“El ingreso es vanidad. La ganancia es claridad. (“Revenue is vanity. Profit is clarity.”)”
$200K+
in low-interest loans
William, G-Five Training & Wellness — accessed over $200,000 in low-interest loans after bringing his books current and building his financial picture.
$10K+
in reserves — after a year of not making payroll
“Después de no tener para el payroll de mis empleados el año pasado, ahorita tengo un colchón de más de $10,000.”
(“After not being able to make payroll for my employees last year, right now I have over $10,000 in reserves.”)
Anahí Rojas, Professional EcoCleaning — Rooted founding member. Ten years in business, 12 employees. She exited her business partner, restructured, and hired her right hand from Colombia.
Carla Sánchez, Digital Business Mentor — she already had an accountant and already had QuickBooks. She still didn't have financial clarity or control. She built a cash flow system designed around her own trends and percentages.
María Angélica Ramírez, MARB Language & Services — on developing her operator, and the resistance she had to let go of to do it.
Laura Sapir — implemented the cash flow system with 15% allocated to taxes. Tax season arrived and the money was already there. “No lo sufrí tanto porque sé que ya iba destinado para esto.”
ABEL GRADUATES — AITZA NEGRÓN, MARÍA ANGÉLICA RAMÍREZ, ALAN RIVERA, SOFIA
ABEL, Accelerate Business Efficiency and Leadership, was the first, smaller cohort of this work. Rooted is its evolution: the same rigor, now with all three pillars integrated and the operator seat built in parallel.
“This program was groundbreaking. The program provided for an A to Z assessment of your own business. A lot of programs target specific areas — sales, marketing, scaling — but I felt this was very complete.”
Alan Rivera, ABEL graduate
Rooted is the first time these transformations are delivered together — in a group program, with the operator trained in parallel.
WHY YASNAY
She is the only person in this market who has lived every piece of what she teaches.
Yasnay Montalvo is a bilingual Cuban-American accountant, business strategist, and the founder of The Profit Catalyst and Rooted Mastermind.
She holds a degree in accounting and is credentialed in the United States, including QuickBooks certification and advanced certifications in small business finance, operational design, and leadership. She did not stop at credentials. She invested over $200,000 across years of immersion in the world's most respected methodologies in finance, operations, and leadership — paying to be in rooms with people who were further along than she was, because she understood that proximity to the right people accelerates the journey in ways that solo effort cannot replicate.
She did not stop at the training either. She took everything she had learned, the best of what the world had built, and evolved it into her own proprietary integrated system: the Profit Catalyst System. Built specifically for the bilingual Hispanic service-based CEO the existing frameworks had never fully served. In both languages. As one system that holds all three pillars together so none of them can be undone by the others.
She is not teaching theory. She is not packaging other people's frameworks. She is offering exactly what she built for herself — to the business owner she once was.
Mike Michalowicz, author of Profit First and Clockwork, on Yasnay and the community she serves.
Mike Michalowicz is the author of Profit First and Clockwork — two of the most widely used small business frameworks in the world, and part of the foundation on which the Profit Catalyst System is built. At one of his own events, after hearing what Yasnay had built and for whom, he turned to the room and said:
“She is the best. If you are a native Spanish speaker, I'm not your gal. She is your girl.”
That is the creator of the methodologies that underpin this system publicly recognizing what Yasnay built — and confirming that she is the person to bring it to the community that needed it most.
Her firm generates multiple six figures annually — and over the years has generated over $1 million in total revenue. But the number that matters most is not the revenue. It is that the business is genuinely profitable, runs without consuming her, and she works fewer than 30 hours a week. She is fully present for her son.
She has already built the bridge. She is here to walk you across it.
WHAT'S INCLUDED
Everything you get when you say yes.
Rooted is built around what AI can't replicate: real people, in a room, who know you. The Circles aren't calls on your calendar — they're the relationships that hold you when implementation gets hard, and that tell you the truth when you need it.
THE SESSIONS
- —Founder Circle with Yasnay — biweekly, 2 hours
- —Operator Circle with Juan Reyes, Certified Clockwork Operating Officer — biweekly
- —Conscious Leadership session — monthly
- —Accounting Office Hours with the TPC certified team — biweekly, optional
- —Guest experts from Yasnay's network — recruiting and HR, banking and capital access, tax strategy, investment readiness, AI implementation
THE ROOM
- —24/7 access to the private community
- —Separate channels for founder and operator — each room is private, so each person can speak honestly from their own seat
- —Full library of templates and resources
- —AI integration resources
- —Access to the operator recruiting and placement network
BEFORE YOU START
- —Profit Leak Diagnostic + roadmap
- —Bookkeeping Diagnostic — where the money is leaking, before your first session
EXCLUSIVE
FOUNDING MEMBER BONUSES
- ★Bookkeeping Diagnostic — $2,500 value
- ★Group AI strategy session with our AI Implementation Partner
- ★Special pricing on AI agent implementation through our Partner
- ★Founding Member rate locked for life, with continuous enrollment
- ★Entry to the Raíces retreat in Colombia when you continue in the community
And what comes after the six months:
AFTER THE ROOTS
From Rooted to Raíces.
Six months building. Then five days back to yourself.
Every year, my team and I travel to Colombia's coffee region for our annual retreat. It's a practice that has shaped how we lead, work, and rest together.
Five days out of the building. Valle del Cocora. Parque del Café. Founder and operator, together. Both languages.
This is not a retreat of whiteboards and breakout rooms. The experiences are designed each year around who's in the room.
The retreat is not part of these first six months. It's what comes next.
Photos from our team retreat in Colombia.
How you get to the retreat
Founding members who continue in the community after the six months enter the Raíces retreat — at their locked founding rate. The retreat experience is included in continued membership. Travel and lodging are separate.
First you build the roots. Then you celebrate that you built them.
THE INVESTMENT
This is what it costs to stop doing it the hard way.
A premium mastermind of this caliber runs $15,000 to $20,000 for six months — and develops one seat: yours. Rooted develops two. The conventional value of a two-seat program at this caliber is $25,000.
Two-seat market value
$42–66K per 6 months
Fragmented specialist approach
Founding Cohort
$6,000
One-time payment · 6 months · Only 15 spots
Or 2 payments of $3,250
Standard Investment
$12,000
One-time payment · 6 months
Or 2 payments of $6,500
The Rooted Performance Promise
Implement the Profit Catalyst System, show up to your sessions, and do the work. If by the end of month six you don't have full cash flow visibility and haven't reclaimed 20 to 30 hours a week, I work with you 1:1 until you do. No additional cost. No time limit. Until you get there.
The promise covers the entire program — not part of it.
Why only 15 spots?
Rooted is intentionally small. The group is capped at 15 because Yasnay is personally committed to every CEO in the room — including the Performance Promise to work 1:1 until you get results. That level of commitment requires a room she can actually hold. A mastermind with too many people stops being a mastermind.
Why this structure doesn't repeat
The founding rate is a one-time acknowledgment of the people who say yes first. The founding generation isn't just joining Rooted — they're building it alongside Yasnay. Their experience and their presence in the room shape what Rooted becomes for every CEO who comes after. Future cohorts enter at $12,000. This price, this structure, this invitation to build it together: it exists once.
15 founding spots. 6 filled. 9 available.
Applications close Monday, August 10. The founding cohort enters together on Thursday, August 13.
Waiting is also a decision. It just costs $6,000 more — the full price of the program.
Founding Member Promise
Your founding rate of $6,000 per six-month term is yours for life. At every renewal you pay what founding members paid — even as the standard rate rises beyond $12,000. Continuous enrollment is what protects it, and it's also what gives you entry to the Raíces retreat.
THE FIT
If you've read this far, you already know.
Rooted is built for you if...
- ✓You speak both languages, you come from a Hispanic family, and you've been looking for a room where both worlds belong
- ✓You're generating multiple six figures to multiple seven figures and you want to scale without sacrificing yourself
- ✓Every time you try to grow you find the same thing: double the staff, double the work, double everything
- ✓You know exactly what your problem is, you need systems, and you're tired of knowing it without solving it
- ✓You want to develop a real second-in-command, or hire the right person
- ✓You're willing to do the inner work — to go deeper than systems, into the leadership that makes everything else hold
Rooted isn't the right room if...
- ✕You don't have paying clients yet — Rooted puts structure on what already works, it doesn't teach you how to start
- ✕You're looking for it to be done for you — Rooted builds with you, not instead of you
- ✕You want to consume content at your own pace without accountability — this is a mastermind, not a course
- ✕You refuse to look at your numbers — not knowing them is fine, Rooted starts there; avoidance is what disqualifies, not ignorance
- ✕You're not willing to develop an operator alongside you — the Operator Track is structural, not optional
- ✕You're looking for a quick fix — Rooted is six months of implementation, not a shortcut
FREQUENTLY ASKED
Questions you might be sitting with.
No. The Bookkeeping Diagnostic happens before your first session — that's where we start. Clean books aren't what you arrive with. They're what you leave with.
Félix — 7 years in business, 3 years of back bookkeeping, IRS issues resolved. Today he qualifies for loans and sees his real numbers for the first time.
This is exactly why Rooted develops your operator alongside you. AI isn't going to slow down. Every week brings new tools, new agents, new approaches. As the CEO, you stay aware of what we're integrating and why. But your operator handles execution. They become your AI Implementation Officer — staying a la vanguardia of what's emerging, testing, evaluating, and implementing the tools that actually move your business forward. We also bring in our AI Implementation Partner for a Group AI Strategy Session (founding member bonus), and founding members receive special pricing if they choose to engage our partner directly for custom AI agent builds. The result: you don't fall behind, and you don't burn out trying to keep up alone.
Included: all sessions across the three pillars, the founder and operator seats, guest experts, the full resource library, bookkeeping Office Hours, and the founding member bonuses (the $2,500 Bookkeeping Diagnostic and the group AI strategy session). Separate: your operator's salary and recruiting fees if you hire through our partner. Any custom AI agent build with our Implementation Partner. And the Raíces retreat, which happens after the six months — the experience is included in continued membership; travel and lodging are separate.
APPLY
Here's how this begins.
1
Written application
About 10 minutes
Closes Monday, August 10
2
Clarity Session
30 minutes to confirm fit
Tuesday, August 11 or Wednesday, August 12
3
Mutual invitation
We say yes. You say yes.
Wednesday, August 12
4
Signed agreement
You enter the room
The cohort enters together Thursday, August 13
Six days from start to finish.
This is not a sales call disguised as a Clarity Session. If the program isn't right for you, we'll tell you.
I didn't build Rooted because I saw a market opportunity. I built it because I needed it — and it didn't exist.
We're not here to survive. The business is the tool to flourish. That's what gets built in these six months — in both languages, with both seats.
You're in chapter one of a story I've already finished. The bridge is built. The room is ready.
You don't have to work harder to achieve your goals. You just need the right integrated system — built in your language, for your business, for the CEO you already are.
9 of 15 spots remaining · Applications close Monday, August 10
There's a version of you who built this business by sheer will.
The you who got you here is not the you who takes you forward.
The next version is rooted. You have a business that holds without you holding it. You have an operator you trust who keeps you a la vanguardia of what's coming. You have finances you understand. You have an inner life you protect.
You speak both languages. You know where you came from. You are not running from anything anymore.
This is who Rooted is built for.
Rooted founders choose depth over speed.
Foundation over flash.
Connection over isolation.
Integration over fragmentation.
If this sounds like you — or like the CEO you're becoming — apply.