Not Rocket Finance

Balance sheets, cash flow, data… oh my! This is not what you got into business to talk about.

But something needs to change. Because while your services run smooth as silk, behind the scenes things are a mess. If anyone were to peek behind the curtain… well. You don’t want to think about that. And you’re not alone.

**Up until now, the financial world has made it really hard for you to understand what you need, and how to get it.**

Most business financial education out there is designed for accountants, spreadsheet freaks, and corporate types.

That’s not you.

You’re tired of wading through outdated information, complicated templates, and looking for the secret decoder ring you need to understand typical finance language.

Not Rocket Finance is the business financial course that decodes Financial Speak once and for all.

Created by a Chief Financial Officer for small business owners just like you. No jargon, MBA, or gray suit required.

I need this — now.

Pre-order now to get access when the course launches November 2nd... plus 2 live group coaching calls!

With Not Rocket Finance you'll...

Know your numbers inside and out, making your business resilient and simplifying your decision making process.
Get the right systems for your business, instead of starting 27 not-quite-right software trials every year (and hoping you remember to cancel when they don’t work out).
Make the most out of your financial support with hiring guidelines and insider strategies for getting more value from your pros.
Implement from day 1 using spreadsheets, templates, and checklists made by a CFO.
Take control of your cash flow to eliminate unwanted surprises when big bills, revenue dips, and tax season roll around.
Pay yourself and your taxes in a way that makes sense as part of your new monthly financial habits. You’ll ditch the meaningless Quickbooks scroll in favor of a few smart financial habits that actually matter.

"Susan has a very authentic way to work. No bullshit and I really appreciate that. She offers data and solutions up the way they should be offered up. So black and white, just really clean information, straight to the point, it's not candy-coated."

Chris Strompolos

Fanology Social

Here’s what you’ll learn and implement during your financial education fast-track:

8 Training Modules + Accompanying Resources
I break down the 8 essential financial foundations your business needs. Financial strategies and tools are explained simply, and so are your action steps. With tool recommendations, a resource library, and done-for-you spreadsheets you can implement right away.

Take a look at what's inside each module:

1 - Why Your Financial Systems Matter

Financial systems aren’t an afterthought—they’re critical infrastructure in your business. We’ll discover what your financial systems can be doing for you, and find ways to make the systems do the heavy lifting for you.
‍
First, you’ll get a good look at your numbers to (finally) know where you stand with a Financial Health Check. Resilience and growth won’t be a part of your business if you don’t build them in with intention. The Financial Health Check takes the big scary feelings out of looking at your books by giving you a simple, repeatable process.
‍
Second, you’ll find inefficiencies with the Time Value Calculator—a critical tool for solopreneurs and small business owners who want to maximize growth opportunities.

2 - Find the Right Financial Support

Learn what different financial pros do, and get a simple workflow for deciding exactly who to hire. We’ll cover which roles make sense for your stage of growth, how to identify good-fit candidates, and simple ways you can get the most value out of your hire.

3 - Decoding "Finance-Speak"

Yes, a decoder IS included. If you think finance pros live in another world, and you’re tired of feeling left out of the conversation, you’re not alone. We’ll break down key financial terms so you can speak the language. But Finance World isn’t just words. We’ll also give you a map of the territory by breaking down exactly how financial information is organized. By the end, you’ll have a chart of accounts you can navigate like a seasoned traveler.

4 - Understanding Financial Statements

Data drives decision making in profitable businesses. But what are Income Statements, Balance Sheets, and Cash Flow Statements? We’ll dig into these essential financial documents, giving you templates and methods for making your own. You’ll be able to confidently create, read, and interpret the available data in your business.

5 - Setting Up Your Financial Systems

Not all tools are created equal. You’ll learn what features you need in your bookkeeping software, then get access to my side-by-side comparison of available options. Once you’ve got the right software, I’ll take you on a tour of my library of business and financial tools. Software shopping just got demystified.

6 - Cash Flow & Budgeting

Cash flow problems are the #1 reason that businesses fail. Make your business stronger right away by understanding what cash flow is, how to predict it, and why it matters in your daily decision making.
‍
Next, we’ll go over your budget. If budget is a dirty word in your world, that’s about to change. We’ll cover what makes a good budget (it doesn’t have to be boring—and YOU are its boss!). Then you’ll put it into action with a ready-made worksheet.

7 - Building Good Financial Habits

What do you need to DO every week to stay on top? In this module, I’ll break down essential weekly and monthly habits. Don’t worry—there’s a checklist for that. No vague advice here.

8 - Financial Health Check

Solidify the systems you’ve implemented and track your progress with a final Financial Health Check. With your new financial education and experience, you’ll evaluate your business with ease.

Not Rocket Finance is short and simple for a reason. It’s here to teach you only the stuff you need and none of the complicated junk you don’t.

Here's what you get:

8 easy to implement modules
Software recommendations straight from a CFO
Spreadsheets that tell you your numbers
Worksheets, checklists and resource libraries
Lifetime access to course content

PLUS...
Pre-order by November 1st to get access to 2 exclusive live group coaching calls.

November 19th @ 2pm Eastern: Taxes with Jason Staats, CPA
December 15th @ 2pm Eastern

Get the quick and easy course for organizing and understanding your business financials designed specifically for online entrepreneurs who don’t show up to work in a suit.

Your Investment

Not Rocket Finance is a self-paced course that gives you the financial skills you need to be the confident CEO of your business.

Enroll now for a one time payment of $495.

PRE-ORDER NOW

"I feel so relieved that this is all in order. I feel completely empowered over my books and my numbers for the firs time in YEARS despite my obsession with excel sheets and tracking numbers."

Pia Silva

Founder, Badass Your Brand + Worstofall Design

I'm Susan, Virtual CFO to Service Business Entrepreneurs

I take agencies & consultants from digital duct-tape and WD40 to smoother-than-a-Mercedes-Benz operations using a custom blend of process + tech + financial know-how.
‍
Even more importantly, I’m fluent in both Finance Speak and Human Speak. 👋 I’m here to be your translator and guide so you can go from nervous tourist to confident local when it comes to your business finances.
‍
Smart decisions come from good data.
‍
And right now, good data is something you don’t know how to find.
‍
Don’t worry—that’s about to change.

You've got questions. I've got answers.

I already have bookkeeping software. Is this for me?

Do you know exactly what to do with the numbers in your software? Can you confidently navigate growth decisions and conversations with your accountant? If the answer to any of these questions is no, Not Rocket Finance is for you.

Spreadsheets make me break out in hives. Will this still help?

Yep. Look—part of being CEO means that you have to use the right tools for the job. And sometimes, that means cracking open a spreadsheet. With Not Rocket Finance you’ll get done-for-you spreadsheets, clear tutorials, and a checklist for how to use them… Because no, I don’t expect you to geek out on this stuff like I do. (But maybe you will once you’re only dealing with numbers that impact your profit + sustainability!)

How long is the course?

It’s entirely self paced, so you can fit it into your schedule. And while you’re welcome to take as much time as you want, Not Rocket Finance is designed to easily fit into your busy schedule in 8 weeks or less.

Will this help me work with my accountant?

Let me guess—your accountant talks in Finance Speak, and you’re not sure what they’re saying (or why it matters for your business). Not Rocket Finance includes a Finance Speak Decoder. You’ll show up to your next tax-season meeting fluent in your accountant’s language—and a smart list of questions to make sure you’re getting the most value out of your relationship.

How will I implement what I learn?

Not Rocket Finance will teach you simple habits and strategies to get your finances handled, fast. You’ll never wonder what to do about your finances each week again.

Pre-Order Now