Stop Second-Guessing Every Financial Decision.
The CFO Planning Toolkit gives you the clarity, tools, and confidence to make one smart move in your business this quarter—in under 3 hours.
You’re Here Because…
You’re tired of wondering...
“Can I afford this?”
“What should I focus on this quarter?”
“Am I even paying myself the right amount?”
You’re not looking for more spreadsheets or guesswork. You want a system—a trusted process—to help you plan like a CFO (without needing to be one).
That’s exactly what The CFO Planning Toolkit was built for.
Introducing The CFO Planning Toolkit
The CFO Planning Toolkit is a powerful, plug-and-play set of tools that helps online business owners make confident, data-informed decisions every single quarter.
It’s not overwhelming.
It’s not technical.
It’s not theory.
This is a strategic, self-paced planning system—grounded in the exact same process we use with our high-level CFO clients.
What’s Inside
Here’s what you get when you grab your copy:
✅ The CEO Prep Checklist
Set yourself up for a clean, focused planning session—fast.
✅ The Quarterly Revenue Snapshot Tool
See your revenue, expenses, surplus, and pay all in one place.
✅ The Snapshot Walkthrough
A step-by-step guide to help you interpret your numbers with confidence.
✅ The One Confident Decision Planner
Use your numbers to map out one smart, strategic move this quarter.
Plus, You’ll Get These Bonuses:
⭐ 3 Forecasting Scenarios
See how different business strategies play out using real examples.
⭐ The CFO Insider Guide: Top 5 Planning Mistakes
Avoid the traps that keep business owners stuck—and learn what to do instead.
⭐ The 60-Minute Revenue Reset
Only got an hour? This shortcut helps you clarify and act—fast.
⭐ The Owner Pay Confidence Guide™
Figure out what you can really afford to pay yourself—with no stress.
What You’ll Walk Away With
🎯A snapshot of your financial position you can actually understand
🎯A decision-making system you can use again and again
🎯Clarity about where your money is going—and what’s possible
🎯Confidence to take action without second-guessing yourself
Your Investment: Just $37
Seriously. For less than the cost of a business dinner, you’ll walk away with tools you can use every quarter for years to come.
FAQs
Is this only for coaches or service providers?
Nope. While many of our clients are in the online space, this toolkit works for any small business owner who wants to make strategic financial decisions—without overwhelm.
What if I’m not “good with numbers”?
Perfect. This was made for you. You’ll be guided every step of the way—no financial background required.
How fast can I complete it?
Most users complete the entire toolkit (including bonuses) in under 3 hours—and walk away with one clear, confident decision.
Do I get lifetime access?
Yes. You can reuse this process every quarter to track progress, plan growth, and stay confident.
Still Thinking About It?
If you’ve ever hesitated before making a financial move in your business, this toolkit is your first step toward clarity.
You don’t need to be a spreadsheet wizard.
You just need a system that works.