SAVE THE DATE: THE CHALLENGE RETURNS IN JUNE!
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SMALL BUSINESS OWNERS

PLAN YOUR PROFIT CHALLENGE

Five days. Personalized coaching. A clear plan to scale your business in 2026.

join the NEXT challenge

Watch This First: Your Path to Profit Clarity

 In this short video, I’m breaking down what the Plan Your Profit Challenge is — and how it’s designed to help you finally feel clear, confident, and paid in your business.

You’ll hear:

  • Why traditional small business finance systems often fail real business owners

  • How we simplify your numbers into a 5-day financial reset

  • What you’ll learn each day inside the challenge — no spreadsheets, no shame, no more overwhelm

You don’t need to be “good with money.”
You just need a simple, repeatable structure that shows you what to track, what to pay yourself, and how to actually make decisions like a CEO.

Whether you’re a product-based business or a service provider — this challenge is for you.

🎯 Hit play to see how we’ll help you plan your profit — and step into your most profitable year yet.

 

A 5‑Day Live
Financial Reset for Small Business Owners

Monday, February 9 – Friday, February 13, 2026

Live on Zoom + Limited-Time Replays Included

Do you feel like your books are always confusing, late, or just… not helpful?

You’re not bad with numbers.
You and your bookkeeper just speak different languages — and it’s costing you clarity, confidence, and cash in your pocket.

This challenge changes that.
 

Join the challenge today — spots limited

 A 5‑Day Live Challenge Designed to Finally Make Your Numbers Clear

No judgment. No confusing jargon.
Just real‑world financial clarity so you know:

 

 ✓ What you can pay yourself

 ✓ What your business actually makes

 ✓ Where to focus your energy first

 ✓ How bookkeeping can help instead of confusing you

 

Inside This 5‑Day Live Reset

DAY 1

 Clarity Over Confusion

Understand your numbers without stress.
Why guessing doesn’t scale — and how real visibility changes decisions.

DAY 2

Revenue Mapping & Salary Strategy

Map the revenue that pays you first — not just the bills.

DAY 3

Bookkeeping That Speaks Your Language

The friction between you and your bookkeeper stops here.
 We break it down so you finally get your numbers.

DAY 4

Systems & Rhythms That Work

Daily financial rhythms, tools, and a dashboard taste — so you see profits, not just reports.

DAY 5

Your Pay Yourself Blueprint

Bring it together: your clean books, your salary plan, your next steps roadmap to higher profit.

This Challenge Is For Small Business Owners Who:

 

 ✓ Hate feeling in the dark about money

 ✓ Want to know how much money your business actually makes

 ✓ Want to know where to focus your energy first

 ✓ Want your bookkeeping to grow your profits and your own income 

 

It’s NOT for you if:

ｘ  You aren't ready for a change 

ｘ  You don’t plan to show up live or to the replay to implement what you learn

ｘ  You want someone else to run your books without learning the “why” behind the numbers

 General Access

Perfect if you want clarity, structure, and a financial reset.

✔ 5 Days of Live Training
✔ Daily Workbook + Prompts
✔ Zoom Calls + Replays (limited time access)

$97.00

Join the Challenge
VIP Access

Best for small business owners who want support, accountability, and tools they’ll use all year.

✔ Everything in General Access
✔ Daily Q&A after each call
 ✔ Bonus salary planning templates
 ✔ Lifetime access to recordings

$197.00

LIMITED SEATS ONLY

Reserve your seat

Why This Matters Now

Most small business owners spend more time avoiding their books than mastering them — and that’s why clarity seems impossible.

You don’t need to magically love bookkeeping.
You just need a system that helps you understand it with
confidence, so you can make profit decisions without anxiety.

This week isn’t “more work.”

It’s the reset that makes 2026 your most profitable year yet.

What You’ll Walk Away With

A clear picture of what your business actually earns

A simple system to track and understand your cash flow

A personalized salary strategy — with confidence to pay yourself

Tools that make your numbers feel empowering, not overwhelming

A rhythm you can actually stick to

Meet Your Host

Catherine — Founder of The Small Business Planner ®

She’s helped thousands of small business owners get clarity, confidence, and cash flow alignment — without overwhelm. Catherine is here to help you understand your business financially, so you can run it without fear or confusion. 

Credentials: Columbia MBA, featured in WSJ, Nasdaq, Forbes and has built multiple profitable 7-figure businesses in 18 months or less. She has raised over $10M in financing for small business owners like you, and has taught thousands of business owners how to build profit with purpose.

 

REAL CLIENT REVIEWS

"Amazing program and ESSENTIAL for all business owners"

I am so happy I had the opportunity to take this class, I have learned so much and continue to learn. Catherine is the consummate teacher and experienced business owner that knows her stuff and also the nuances of how many layers to know; she presents concepts and ideas in a systematic way that does not feel overwhelming but rather is INSPIRING. This course is a MUST for anyone who wants to get their business to the next level. Wow have I been flying blind for too many years- now I have the information to help create systems and strategies that are elevating my business and MENTAL HEALTH to the next level. And entrepreneur knows what I mean by this. Thank you to Catherine and this incredible program!

– SAMANTHA, SPECIALIZED HEALTHCARE BUSINESS OWNER

"This is the best money I have ever spent. I'm actually running a profitable business now."

"I didn’t start my business because I wanted to run a business—I started it because I’m passionate about what I do. I’d been in business since 2017 and had never set a sales goal. Then I started using the planner, and suddenly everything made sense. What looked like it was going to be a slow month turned into the best month I’ve ever had—because I had a real goal in place.

Now, I finally feel in control. I know when I can hire, when I can invest, and when I need to hold back—because the numbers are right in front of me. I’m actually running a profitable business now, and before, if someone had asked me, I wouldn’t have known."

– GABRIELLE, OWNER OF CUSTOMIZED ACCESSORIES BUSINESS

 

"The Small Business Planner has consolidated ideas that every new entrepreneur must go through before jumping in the business field to avoid costly mistakes."

I have been in the restaurant and IT businesses for 25+ years and I wish I had this cook book sooner than later. Your course has consolidated ideas that every new entrepreneur must go through before jumping in the business field to avoid costly mistakes."

– SUNIL, RESTAURANTEUR 

"My small, but GREAT business planner!"

"I have always been a organized person but when entrepreneurship fell in my life (it literally chose me LOL), I needed help. I've been doing it on my own for 2 years now, throwing all of my documents in binder and folder. And while it has worked, I needed something more structured. This planner has changed the game. It's everything I've been needing and I have no doubt that I will see greater success because of this. Thank you for creating this masterpiece."

 

 

– AMBER, THERAPIST

 

Ready to Transform Your Numbers?

You don’t need to be “good with money.”
You just need a system that finally makes sense.

 

Reserve Your Seat — Let’s Reset Your Business Together
Claim Your VIP Spot — Your Most Profitable Year Starts Now