Everything you need to decide with confidence.
Four structured pillars of direct guidance, practical tools, and peer feedback designed to help you run your business by the numbers without the intimidation.
"Setting your target owner draw without draining cash reserve"
Hiring Thresholds
Determine revenue milestones required per hire.
Break-Even Matrix
Stress-test fixed vs. variable monthly expenses.
"Why sales increased 30% but cash balances dropped"
9 min runtime • Working capital analysis"How are agency owners here factoring contractor retainer churn into Q1 cash flow forecasting?"
How support is delivered from day one
The Financial Foundation Audit
A 45-minute guided diagnostic to identify cash leaks and categorize your accounts cleanly.
12-Month Rolling Cash Flow Model
Plug-and-play spreadsheet with automated safety buffers and scenario toggles.
Hiring Feasibility Scorecard
Calculate the exact revenue bump needed before adding full-time or contract payroll.
Foundational Video Library Access
Over 24 step-by-step videos translating standard balance sheets and P&L statements into plain English.
Invest in financial clarity and peace of mind
Choose the level of guidance that matches your current stage. Change or cancel anytime with zero friction.
Billed $468 once per year
Included in this pathway:
- Step-by-step bookkeeping setup guide
- Shoebox to Sorted receipt workflow
- Essential monthly closing checklist
- Standard Chart of Accounts template
- Community Q&A forum access
- Monthly group office hours
Billed $948 once per year
Included in this pathway:
- Everything in Get Organized
- Cash flow forecasting calculator
- Pricing & gross margin decision models
- Hiring & equipment affordability tools
- Live bi-weekly decision workshops
- Owner compensation & distribution planner
- Priority community Q&A access
Billed $1908 once per year
Included in this pathway:
- Everything in Understand & Decide
- Executive KPI dashboard templates
- Scenario planning & runway models
- Monthly live CFO strategic review
- Early preview access to AI Decision Assistant
- Direct async monthly advisor review
- Quarterly strategy audit framework
Our simple, risk-free commitment
We believe business owners should never pay for advice that does not serve them.
30-day money-back guarantee
Try all workshops, models, and community spaces. If it does not bring clarity, get a full refund.
No lock-in contracts
Stay as long as it serves your business. Switch between monthly and annual plans anytime.
Simple one-click cancellation
No uncomfortable retention calls or hidden hurdles. Manage everything straight from your profile.
Unsure which pathway fits best?Take our 2-minute stage diagnostic