Delivering Financial Clarity, Confidence, & Control for Every Business
Tier 1
Clarity Package
Who It's For: Entrepreneurs and small business owners who starting out or looking to refine their basic business skills.
Features:
Comprehensive Online Course: CFO Advisory 101: Learn the fundamentals of financially managing a business.
Key Modules: Budgeting basics, the importance of forecasting, cash flow and other metrics, and strategic planning.
One-Time Fee: Offers affordability and access to invaluable resources with any updates.
Benefits:
Gain insights into financial literacy for business.
Build a solid foundation for managing business finances independently.
$199
“Do It Yourself“
Online Course Only
Popular
Tier 2
Confidence Package
Who It's For: Business owners seeking guidance and collaborative learning.
Features:
The online course from the Clarity Package.
Weekly Mastermind Sessions: Collaborative discussions on business processes, systems, and financial controls.
Monthly One-on-One Call: Customizable as an upgrade for personalized strategy discussions. (Upgrade)
Benefits:
Enhance decision-making with peer support and expert guidance.
Improve business processes and financial acumen.
$299
“Do It With You”
$599 with 1:1 coaching
Tier 3
Control Package
Who It's For: Established businesses ready for tailored, hands-on support.
Features:
Customized Metrics: Identify and monitor key business drivers.
Monthly One-on-One Call: Dive deep into performance analytics and strategic planning.
Access to Performance Dashboard: Continuous insights into metrics, budgets, and forecasts.
Benefits:
Shift business decisions from reactive to proactive with data-driven insights.
Direct expert involvement in strategy and decision-making.
$1,999
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