“Think Like a CFO gave me the confidence to know that finances are important enough to get support for. My finances aren't an afterthought. They are always the first thought now. And… I got help with the operations side of them, which allows me to be confident in my decision-making because my books are in tip-top shape.”
It feels like a dirty little secret, doesn’t it?
Your business is doing well. You’re getting paid (and paid well. HELLO, buying stuff you’ve always wanted).
But every now and then, you get an unsettling reminder that maybe — just maybe — your financial house isn’t quite in order.
You’d really love to connect the dots between your operations, your finances, your team & your technology.
You KNOW if you could just get a handle on the money stuff, some BIG things might start to shift.
But it seems like every time you take a deep breath and dig back into QuickBooks or Xero or Freshbooks or Wave, a new set of rabbit holes opens up. And you’re starting to feel like freakin’ Alice in Wonderland. Minus the wonder.
“I knew I was not going to be able to change or scale my business in any meaningful way unless I examined the structure and systems in place to support me.”
Now you’re probably saying,
“SUSAN! DUH! THAT’S THE ENTIRE REASON I’M READING THIS PAGE.”
(Which, thanks, by the way. I promise it’ll help.)
So how do you go from checking your bank balance before every purchase, setting arbitrary sales goals, and riding that #CashFlowRollercoaster…
To understanding where each dollar is coming from, how it’s being used, and how it’s contributing to (or constricting) the growth of your business?
Whew, say that 5 times fast.
That’s what CFOs do — make money make more money. They look at financial data, find the patterns, connect the dots, and use it to drive growth.
Sounds good, right? I’ll teach you to do that all by your dang self.
Think Like a CFO is a 6-month accelerator, online workshop, and coaching program that will teach you to think about your business like a CFO would.
Keep reading for more info on what you’ll learn, fix, and be able to do by the end of the program. ← This is something called a “hook,” which I have placed in your brain. You are now helplessly in thrall to this page! *cackles while eating chips*
Think Like A CFO is designed specifically and thoughtfully for:
ONE MEELYUN DOLLARS! Just kidding. I mean, you might make a million bucks, but I can’t guarantee that. What I CAN guarantee is that you’ll…
"I have had an AMAZING experience inside Think Like a CFO. For years, I've been stuck in that infamous online entrepreneur conundrum where I'm great at making money, but I'm not great at taking care of my money, or even fully grasping what's in or out, or why I need certain sales goals. My idea of "budgeting" was checking my bank account to make sure I had enough cash for a given item. Also: it didn't help that I'd break out into hives any time anyone so much as mentioned a spreadsheet.
But now, after my work inside Think Like a CFO, I feel crystal clear about where money is coming from, when, and why. My bookkeeping and tax prep are on fleek, and I'm FINALLY implementing that dang Profit First model... and really understanding how it works, and why I need it! I've built excellent financial habits, have learned how to do projections, think about debt and investments differently, and generally feel like I finally have a grip on this money thing. It's not only no longer scary — it's actually fun!
Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did. <3"
Each month, we'll cover one of the 6 core focus areas, broken up into 3 short weekly video lessons. We'll dedicate the last week of each month to implementation + group discussions.
Naturally, each lesson and module comes with all the tools, checklists, and templates you need to implement what you're learning. I got you.
I know you've got a TON on your plate and it might be hard to set aside dedicated time to work through the course material. So, twice a month, we'll get together for a live co-working + get sh*t done session. You get to set aside 90 (guilt-free) minutes to work through the course material AND I'll be there live to answer any questions as you do it! Calls happen on the second and fourth Tuesday of each month from 2-3:30 pm ET.
Once a month, we’ll meet as a group on Zoom for a Roundtable discussion. These will be a mix of guest teachers, roundtable discussion topics, and individual hot seats to talk through what you’re working on and where you’re getting stuck. Calls will happen on the fourth Thursday from 12-1:30 pm ET.
You can email (or Vox) me anytime to ask questions that pop up between calls, and I’ll get back to you within one business day.
Get direct, personal guidance specific to your circumstances to talk through any aspect of your finances, operations, workflow, or technology strategy. You can use these calls whenever and however you want during the program! Each call lasts 30 minutes, which, coincidentally, is exactly how long it takes me to get through a Tootsie Roll Pop.
While I’d argue that finally getting a solid grip on your small business finances and accounting is priceless, I understand that prices are, in fact, important.
My one-on-one clients invest between $15k and $35k for me to help them tackle their finances and operations strategy.
But you won’t invest nearly that much to get the same results when you enroll in Think Like A CFO.