The Small Business Planner Membership + CFO Support

Hands-on financial partnership for the business owner who wants experienced guidance beside them as they build. 

This is for you if you want more than the system. You want an experienced financial team helping you implement it, understand what your numbers are telling you, and make stronger decisions as your business grows.

Inside Membership + CFO Support, you receive everything in the Membership, plus:

• Unlimited email support personally supervised by Catherine 

•  A dedicated CFO/CPA-level Profit Planning bookkeeping expert who builds tax-ready financials directly in your QuickBooks

• Advanced Financial Statements Analysis delivered monthly

• Direct partnership with your tax preparer to support your financial goals

• Quarterly 1:1 strategic planning sessions with Catherine

• An invitation to the Strategy Day in New York City in November 2026 

Who This Is For: 

This may be the right path if your business already has complexity you want help untangling, or you believe deeply in where your business can go and want experienced financial guidance beside you as you build it.

You don’t need to wait until something is “wrong” to have CFO-level support. This is for the business owner who wants to make stronger financial decisions now and build with greater clarity as the business grows.

Pricing: $2,250 per month or $22,500 paid in full, which includes two months free.

Commitment: Membership + CFO Support is a 12-month financial advisory partnership.

This structure allows us to thoughtfully match you with the right experts and provide consistent, high-quality support as you build.