How a Miami Marketer Took Full Control of His Finances with Sequence

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Miami Marketer

July 26, 2025

www.miamimarketer.com

🕒  10+ hours saved weekly

🏦  51+ automated budgeting pods

💳   0 surprise overdrafts or missed payments

🔁   Fully automated Profit First implementation

💼   Business and personal finances synced in one system

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Sequence is like having a 24/7 financial team. It follows your exact rules—no feelings, no emotions, just precision." Carlos “Miami Marketer” Vazquez, Founder

THE CHALLANGE

From Manual Chaos to Missed Subscriptions

Carlos, a Marine Corps combat veteran turned marketing and sales systems expert, built a successful business helping others automate sales funnels and drive revenue. But when it came to managing his own finances—especially under the Profit First model—he hit a wall.

Despite understanding the importance of assigning every dollar a job, the process was clunky:

  • Juggling 2 banks and 6+ accounts
  • Manually calculating percentages and executing transfers
  • Forgetting about subscriptions, leading to overdrafts
  • Struggling to align QuickBooks with real-time budgeting
Profit First gave me the framework—but the tech didn’t match. I was constantly transferring between accounts and trying to remember what I was saving for. Carlos “Miami Marketer” Vazquez, Founder

THE SOLUTION

An Automation System Built for the Digital Age

When Carlos saw an ad for Sequence, it instantly clicked. He signed up for the business plan and spent one focused day building a financial architecture that could manage both his business and personal life—fully automated.

Here’s how it works:

  • Income Routing: Stripe, PayPal, and QuickBooks flow into a central “All Income” pod
  • Profit First Structure: Money then flows to Profit, Tax, Owner’s Pay, and Business Expenses
  • Automated Pod Budgeting:
    • 51+ pods, each tied to a specific subscription or expense
    • Transfers capped by monthly limits
    • Three days before due dates, funds are routed to pay bills or credit cards
  • Business + Personal Integration:
    • Separate systems, same logic
    • Allows Carlos to stay in control across all areas of his life
I used to spend 1–2 hours a day just trying to stay on top of everything. Now, I barely log in—Sequence runs the show.Carlos “Miami Marketer” Vazquez, Founder

THE RESULTS

More Time, Zero Surprises, and Total Financial Confidence

After one year with Sequence, Carlos has radically transformed how he handles money:

  • 10+ hours per week saved—time now focused on revenue, not reconciliation
  • Zero missed payments or overdrafts
  • Full Profit First execution without manual labor
  • Improved accuracy and reduced bookkeeping costs
  • Clear visibility into both business and personal cash flow
Now I can focus on bringing in more cash flow, because I know every dollar’s already been assigned. Everything gets paid—on time and automatically.Carlos “Miami Marketer” Vazquez, Founder

Metrics Summary

🕒 10+ hours saved weekly – Time Savings
 💳 No overdrafts or surprises – Risk Elimination
 📊 Profit First fully automated – Financial Methodology at Scale
 📦 51+ separate budget pods – Granular Expense Control
 📈 Bookkeeping costs reduced – Operational Efficiency

Still trying to budget in spreadsheets or wrangle multiple bank accounts?

Carlos built a fully automated, Profit First-aligned money map—so can you. Take control of your finances with Sequence today

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