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.
Reserve My Seat ->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.
A 5‑Day Live
Financial Reset for Small Business Owners
The Plan Your Profit Challenge returns in June 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.
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
At the end of the week we'll invite you to discover how we've redefined the bookkeeping experience into a monthly system that is dedicated to supporting your wellbeing as a business owner.
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
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
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
Ready to Transform Your Numbers?
You don’t need to be “good with money.”
You just need a system that finally makes sense.
