If your business is Hot Sh*t in the front
& Hot Mess in the back…

It’s time to Think Like a CFO —
so you can finally get a grip on the “money stuff”

Smash that button if you’re ready to take your biz finances
from CF Oh No to CF Oh YES!

“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.”
Melissa Emler
Owner, Modern Learners

Does thinking about your business finances kinda make you want to puke?

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.

Realizing your financial back-end is a sh*tshow can look a few different ways:

  • Your financial data is so scattered between various tools, spreadsheets, bank accounts, and random Notes App documents that it’s starting to look like a Jackson Pollock painting
  • Your sales goals go something like, “IDK, I just wanna make a lot of money?”
  • Your service and product pricing is based on numbers that may or may not have come directly from your own butt
  • You’re riding the Launchcoaster (and if your next launch tanks, you might be in big trouble)
  • Your financial models and processes are inconsistent, change-resistant, or nonexistent

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.”
Nancy Hess
Owner, N.J. Hess Associates
The unavoidable fact to which Thine Own Self must be true is… 

If you knew what to do with every dollar in your business,
then you’d know exactly what action to take
to grow your business

Now you’re probably saying,


(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?

When you understand your business finances on a deeper level, you can answer questions like:

  • I have some extra money every month. Where should I invest it?
  • If I were to put an extra $5,000 on a credit card because it would grow my business, where would I put that $5,000?
  • Can I afford to hire, onboard, and keep paying a new team member?

PLUS, when you understand exactly what each dollar is doing…

  • 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 and ditch what’s not.
  • And you can start creating a snowball effect of massive profit and market power.

Not to mention: You can make your money make MORE money.

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. 


*trumpet sounds* Presenting… 

Think Like A CFO:

Your 6-Month Journey from Financial Disaster to Money Master

So What Is It?

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*

Who's Think Like a CFO for?

Think Like A CFO is designed specifically and thoughtfully for:

  • Experienced coaches, consultants, and agency owners who have been running their business for at least a few years now
  • Solopreneurs and small team-runners who have no interest in vanity metrics or bragging rights
  • Any small business owner who wants to grow thoughtfully and strategically — and who knows that understanding their small business financials is an unavoidable part of that growth

What Will You Have By the End of the Program?

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…

  • Feel wildly capable when it comes to money… without spending an eternity in QuickBooks OR feeling bad about past mistakes
  • Confidently make data-based decisions about how to grow your business
  • Build an efficient, resilient business that’s actually fun to run #hustleculturesucks
  • Have a much better grasp of where your revenue is coming from, how it’s being spent, and how you might want to adjust those levers
  • Be able to find and pull meaningful metrics, and run reports that keep you on top of your business — instead of the other way around
  • Never be caught with your metaphorical tax pants down again. Take that, IRS!
  • Ditch the shame around your financial processes (or lack thereof)
Book a Call with Susan
I take applications for Think Like a CFO
because I’m obsessed with making sure everyone gets results.

"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.
Hillary Weiss
Creative Director + Positioning Coach

👆Not quite there yet? Gotcha covered.

Check Out Not Rocket Finance!

Save Your Spot in the Next
Think Like A CFO Workshop Cohort

“Susan, how are you gonna teach me this stuff?”

Listen closely for my favorite words in the English language: 

With. Support.

  • 6 Modules, 6 Core Foci: Over 6 months, we'll tackle 6 core areas of focus that each contribute to your overall understanding of your small business financial management. These modules are hosted in the online course platform, ready for you to watch at your leisure. Because ya got a life, ya know? 
  • Dedicated Implementation Time + Live Support: I know you're a busy beaver, so we have dedicated implementation time. That way, if you have a question or need to talk something through, I'll be right there. I got you.
  • Your Path to Actual Small Business Financial Literacy: Start seeing how your business finances connect to literally every other aspect of your work — from daily operations to long vacations

Here’s what we’ll cover in each of the modules: 

Hit the button to apply for the next cohort!
I can’t wait to learn about your business finances. And then help you fix ‘em.

To Recap, Here’s Everything You Get
When You Enroll in Think Like a CFO

I know some of y’all scrolled too fast to read all this

6 Core Training Modules

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.

Alllll the Templates, Checklists, & Resources You Need

Naturally, each lesson and module comes with all the tools, checklists, and templates you need to implement what you're learning. I got you.

6 Months of LIVE Money Labs + Office Hours

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.

6 Months of LIVE Group Coaching

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.

6 Months of Direct Email + Voxer Access to Me

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.

6 One-on-One 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 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.

“OK, I’m Into It. How Much Is This Gonna Cost Me?”

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.

Pick the enrollment package that feels right to you!

  • The Think Like A CFO VIP package gives you six months of access to everything listed above in the Here’s Everything You Get section, including the 6 one-on-one coaching calls, and unlimited email and Voxer access to me for six months to get direct, personalized help between calls.
  • The Think Like A CFO Workshop package gives you six months of access to all six course modules, all the recordings, all the templates and tools, and the live Money Lab, Office Hours and Roundtable Discussion calls, BUT does not include one-on-one access to me or individual calls. Sob. I’ll miss you...

Here, use this handy comparison chart:

Think Like A CFO
Think Like A CFO
6 x Course Modules
Templates, Checklists, Worksheets + Resources
6 x Live Group Coaching Calls
12 x Live Money Lab + Office Hours
6 x Months of Direct Email + Voxer Access to Me for Consulting
6 x 1-on-1 Strategy + Implementation Calls
Your Investment
or 6 monthly payments of $800
or 6 monthly payments of $500
Book a Call with Susan
I chat with everyone who applies to Think Like a CFO
because I’m obsessed with making sure everyone gets results.

Who's Behind Think Like A CFO?

👋 Hi, I'm Susan Boles!

I’m a CFO, data geek, and no-bullshit business operations expert.

I take small business owners from duct-taped digital disasters to smooth operators, using a custom blend of process + tech + financial know-how.

And because one human body is simply not enough space to contain ALL THIS KNOWLEDGE, I created Think Like a CFO to teach you how I *Italian chef’s kiss* make-a-da money magic.

If you want, you can read more about me here. But you should really just apply to the next cohort of Think Like a CFO.

Questions I've Heard a Million Times

(And the answers, obviously)

Book a Call with Susan
Let’s replace that financial imposter syndrome
with Financial Crushing-It-Itis.