It’s not an accident that you’ve gotten to where you are. It took a lot of grit, smarts, and good business sense.
That doesn’t change the fact that every time you login to QuickBooks you spend an hour (that you don’t have) scrolling…
Without learning anything meaningful.
And honestly? You’re still cringing about some of the financial mistakes you’ve made in the past. They hurt more than that buffalo wing and ranch pizza that sounded like a good idea at the time but…
Welp. You know.
Afraid that someone might see that you don't actually have it all perfectly together behind-the-scenes. Bookkeepers, software, and project managers? They haven’t really helped.
If anything, you just feel busier and more in the dark about what the *actual* problem is.
I know you didn’t build a successful, established business by chance. You’re really, really good at what you do.
In fact—if business was all about the ideas and smarts, you’d be set. But you’re not a newbie anymore, and your established business has hit a bottleneck that you can’t figure out how to get out of.
You just *don’t* have:
The way to know what to do with every single dollar is to understand how each dollar is being used, where each dollar is coming from, and how each dollar contributes (or constricts) the growth of your business.
You can decide what actions to take to grow your business from a place of confidence and purpose, not panic…
You can feel masterful at managing your money instead of inept (or just plain scared)...
You can see exactly what’s working, so you can ditch what’s not to create a snowball effect of massive profit and market power…
That’s what CFOs DO -- they look at your financial data, find the patterns, connect the dots, and use it to drive growth.
7 LIVE Workshops + recordings: I’ll record each live workshop and you’ll get access to the recordings and resources we use to review later. This is the last time I’ll be teaching these workshops LIVE! Workshops are 1.5-2 hours and happen on Mondays at 1pm EST to accommodate as many time zones as possible.
Templates, Checklists + Resources: Each workshop comes with all the tools, checklists + templates you need to implement what you're learning.
4 x Months of Live Group Coaching: Twice per month, we’ll come together as a group on zoom and talk through what you’re working on and where you’re getting stuck. Calls will happen on the 1st and 3rd Thursdays of each month at 2pm EST.
4 x Months of Direct Email + Voxer Access to Me for Consulting: You can email (or Vox) me at any time to ask any questions that pop up between calls and I’ll get back to you within one business day.
4 x 1-on-1 Strategy + Implementation Calls: Get direct, personal guidance specific to your circumstances to talk through any aspect of your finances, operations, workflow or technology strategy. You have up to six months from the start of the program to use these calls however you wish. Each call is 30 minutes.
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.
You have two options to enroll:
The Think Like A CFO VIP option gives you four months of access to everything listed above in the What You Get section, including the four 1-to-1 coaching calls and unlimited email and Voxer access to me for four months to get direct, personalized help between calls.
The Think Like A CFO Workshop option gives you four months of access to all seven workshop calls, all the recordings, all the templates and tools and the live group coaching calls, but without the one-to-one access to me.