MARK YOUR CALENDAR: SMALL BUSINESS PLANNER LIVE STARTS OCTOBER 15

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The Small Business Planner Membership

The home for small business owners who want consistent pay, real clarity on their numbers, and ongoing support to run the system — not just buy the tools.

Your membership includes:

  1. Done-with-you bookkeeping you can rely on for your most profitable year 
  2. Weekly Cash Flow Forecasting and your Profit + Pay + Goals Dashboard, updated for you
  3. Two Group Coaching Calls with Catherine every month
  4. Full access to all Small Business Planner tools and trainings
  5. The framework to pay yourself consistently — every month, on purpose

Advanced implementation and CFO-level support are available by application.

THREE PAYMENT PLAN OPTIONS: 

  • Start monthly at $497 — no commitment, cancel anytime.
  • Pay in 3 Installments and get One Month Free
  • Pay in Full and get 2 Months Free

After checkout, you’ll be taken directly into your Membership portal for next steps.

This membership is designed to help you build financial fluency, consistency, and confidence as the owner. You’ll have the tools and guidance to make better decisions — and the option to pursue deeper, hands-on support if and when it makes sense for your business. 

Will this work for my business?

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 base plan is not a fit for nonprofits.
  • The Small Business Planner Membership base plan is not for the trucking industry. 
  • The Small Business Planner Membership base plan is not for real estate businesses, property management companies, house flipping, and it is not a fit and owners of more than three rental properties that are run through the same business entity as we can't give the level of clarity needed in our base offering. Our CFO tier is the best option for these businesses.
  • The Small Business Planner Membership base plan is not a fit for full service Restaurants and Bars, but our CFO tier is. 

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