What's Inside the Course
From financial confusion to CEO-level clarity in sequential modules.
Orientation: Business Baseline
A self-assessment covering margin awareness, cash reserve, and cash runway to establish where you're starting from.
Module 1: Decode Your Money
Learn to read your P&L, balance sheet, and cash flow in plain English, and separate personal from business finances.
Module 2: The Profit Leak Detector
A full audit of payment fees, subscription bloat, labor costs, inventory, vendor terms, financing, and taxes to find where money is quietly leaking.
Module 3: Pricing for Profit
Price your products or services with confidence, and understand margin by product or service line.
Module 4: The Owner's Paycheck
Understand W-2 vs. owner draws and learn to pay yourself a fair, sustainable salary.
Module 5: The Sleep-Easy Cash Strategy
Learn the difference between profit and cash, build a cash flow forecast, and build a real cash reserve.
Module 6: Command the Conversation
Learn how to partner effectively with a CPA, including tax planning versus tax prep.
Module 7: The CEO Money Hour
A recurring monthly financial check-in ritual to keep you on top of your numbers long-term.
Module 8: The Growth Compass
A decision-making framework for major choices like hiring, financing, and equipment purchases, plus early signals it's time to grow.
Capstone: Your 90-Day Cash and Profit Roadmap
Leave with a written 90-day plan for the habits, pricing, and cash management changes that matter most for your business.