Two powerful paths to financial clarity - and a business that actually pays you.

No. This membership is designed specifically for business owners who want clarity without becoming accountants.
You’ll be guided through what matters, supported by professionals, and given visibility you can actually use to make decisions — without doing the math yourself.

That’s completely fine.
Many members join because they want better visibility and understanding, even if they already have outside support. The system helps you become a more informed, confident business owner — and a better partner to your bookkeeper or CPA.

If you’re unsure how this would work alongside your current setup, we’ll help you evaluate that during onboarding.

Yes. The Small Business Planner Membership supports service providers, coaches, consultants, product-based businesses, creatives, and small teams across many industries.

The principles — cash flow visibility, consistent pay, and intentional financial design — apply regardless of business model or entity type (LLC, S Corp, Sole Prop).

The only exceptions are:

• The Small Business Planner Membership is not a fit for nonprofits.
• Trucking Industry
• Real estate businesses, property management companies, fix and flips and owners of more than three rental properties
• Full service Restaurants and Bars

We can support product and service businesses in all other industries!

This isn’t a one-time program or a collection of videos. It’s an ongoing financial system with real support — including bookkeeping you can rely on, a clear dashboard, and access to guidance as your business evolves.

You’re not just learning what to do — you’re supported in doing it.

If you want ongoing clarity, consistent pay, and expert support without managing everything yourself, start with the Membership.

If your business is more complex and you want strategic oversight, deeper analysis, and a CFO-level partner, apply for Membership + CFO Support.

Most members start with the Membership and apply for CFO support as their business grows.

Yes.
You can apply for CFO support at any time once you’re a member. We’ll help assess whether it’s the right fit and timing for your business.

This is designed to reduce stress, not add to it.
You don’t need to attend everything live to benefit. The goal is clarity and confidence — not another item on your to-do list.

You’re not alone — and you’re exactly who this was built for.
There’s no judgment here. Just support, structure, and a clear path forward.

Yes.
You can cancel The Membership according to the membership terms, and you’ll retain access through the end of your billing period. We want members who feel supported and confident in their decision.

The Membership + CFO Support is a 12-month commitment.