FOR SMALL BUSINESS OWNERS
You were handed the keys to your business. Nobody gave you the manual.
The Plan Your Profit Challenge is 5 days of live training that gives you what no one else will: a real understanding of how to design a business that actually pays you — backed by the bookkeeping and CFO tools to make it real.
Watch this before you decide
In this short video, I'm going to tell you something most financial coaches won't:
Most small business owners aren't struggling because they're bad with money. They're struggling because they were never taught how money is supposed to work inside a business — and the systems they've been handed were never designed to help them.
You'll hear:
- Why "just get a bookkeeper" is not enough — and what you actually need instead
- How this 5-day challenge is different from every course, program, or workshop you've tried
- What you'll walk away with on Day 5 — and what becomes available to you after
Hit play. Then join us below.
You're not bad with money. You just speak a different language than your bookkeeper.
You've built something real. You work hard. You care deeply. And yet every time someone asks about your numbers — or worse, every time you look at them yourself — something tightens in your chest.
You're not sure what you actually made last month. Not really.
You know you should pay yourself more consistently, but you don't know what's safe. So you wait. And the waiting becomes a habit. And the habit becomes years.
You tell yourself: I just need more sales. If I could just get more clients. If revenue goes up, everything will get easier.
But more revenue without a system just means more chaos at a higher volume.
It's so tempting to think that more sales will make it all easier. But what you really need is visibility and structure. And the fact that you don't have that is not your fault.
When you started your business, no one required you to pass a test. No one handed you a roadmap. No one sat you down and said: here is how profit actually works, here is how to pay yourself on purpose, here is what to do when an IRS letter shows up so you don't feel like the world is ending.
You were handed the keys and sold good luck.
This week, we fix that.
THIS IS YOUR NEXT STEP.
The June Challenge Starts in:
The manual you were never given. Five days. One hour a day. VIP includes daily Q&A — spots are limited.
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Five days to finally understand your numbers
No jargon. No shame. No spreadsheets. Just a clear, practical reset that shows you exactly how to design a business that pays you — starting Monday, June 22.
Reserve My Seat →
A 5-DAY LIVE EXPERIENCE
The Plan Your Profit Challenge is not a course. It's a financial reset.
Five days. Live on Zoom. One hour each day.
Every day builds on the last, walking you from confused and reactive to clear, informed, and ready to lead your business like the CEO you actually are.
By Friday, you won't just feel better about your numbers. You'll understand them — and you'll have a real plan for what comes next.
Day 1: Profit Clarity & Personal Pay
You'll finally understand how profit actually works — and why paying yourself isn't a reward, it's a requirement. We cover the profit equation, what gross profit really means, and why most business owners are optimizing for the wrong number entirely.
Day 2: Earnings You Can Depend On
Unpredictable revenue doesn't have to mean unpredictable pay. You'll learn how to design a salary structure for yourself even when sales are uneven — and why "I'll pay myself when things slow down" is keeping you stuck.
Day 3: Bookkeeping That Actually Works for You
Bookkeeping is thousands of years old. It was built to track grain and livestock — not to help a digitally native business owner make decisions in real time. We'll talk about why your current setup isn't working, and what a system that actually supports you looks like.
Day 4: Confident Business Decisions
This is where everything starts to click. When you have visibility, decisions stop being emotional and start being operational. We'll cover key priorities, bottlenecks, and how to stop letting a broken bookkeeping setup be the biggest obstacle in your business.
Day 5: Equity & Pay For You
We close the week by zooming out. What are you actually building? What is your business worth — and what does it need to become? You'll leave with a salary system, a tax savings protocol, and a clear picture of your next step.
This challenge is for small business owners who:
YOU’RE TIRED OF GUESSING
You check your bank balance to decide what you can spend. You’re unsure what you can safely pay yourself. Tax season makes your stomach drop.
YOU KNOW YOU'RE CAPABLE OF MORE
You’re generating revenue — but you don’t feel financially secure. You want clarity around your real numbers, not just activity. You’re ready to build profit intentionally from this point forward.
YOU WANT STRUCTURE -- NOT MORE HUSTLE
You don’t need another tactic. You need a financial operating system. One that makes your salary visible, your tax plan intentional, and your growth predictable.
IF YOU'RE NODDING ALONG...YOU'RE IN THE RIGHT PLACE.
MEET YOUR GUIDE
Catherine
Founder of The Small Business Planner®
I've built multiple profitable seven-figure businesses in 18 months or less. I have an MBA from Columbia Business School. My work has been featured in Forbes, the Wall Street Journal, and by Nasdaq. I've spoken at Harvard Business School. I've helped thousands of small business owners get clarity on their numbers — without shame, without jargon, and without making you feel like you need a finance degree to understand your own business.
But the credential that matters most for this week isn't on my resume.
It's that I lived this. I started businesses without a roadmap. I got the scary IRS letters. I've been the person who worked 80-hour weeks and still couldn't answer the question: am I actually making money?
I became obsessed with solving this problem — not just for myself, but for every business owner who was handed the keys and told good luck.
This challenge is the manual you were never given.
Choose Your Challenge Experience
BEST VALUE: VIP + PLANNER
$297
The complete system: everything you need to walk in, do the work, and leave with a real plan.
GET THE BUNDLE →VIP ACCESS
$197
The VIP Room is where the real conversations happen — where I look at your actual numbers and coach you personally.
RESERVE MY VIP SEAT →GENERAL ADMISSION
$97
A time-specific challenge designed to get you results — not a course you'll watch someday.
JOIN THE CHALLENGE →REAL CLIENT REVIEWS
Discover The Small Business Planner Process
Hear directly from Catherine why The Small Business Planner is the go-to support for small business owners and how we've already helped over 6,000 business owners create profit and impact through our process.
ENROLL NOW TO PLAN YOUR PROFIT
