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The Small Business Planner Membership

The Small Business Planner Membership is the home for business owners who want real-time visibility into their numbers, clear decision-making frameworks, and a system that supports sustainable pay, profitability, and peace of mind — without guessing or reacting late.

This membership gives you the tools, education, and ongoing support to understand your finances as an owner — not just record the past, but plan forward with confidence.

  • Automated bookkeeping foundation with proactive, ongoing support

  • Real-time financial visibility so you can see profit, pay, and obligations clearly

  • Monthly coaching and implementation support to apply what you’re learning

  • Guidance around pay, taxes, cash flow, and decision timing as a business owner

  • Access to the Small Business Planner community and resources

  •  Some advanced implementation and CFO-level support is available by application.

$497 per month — no long-term commitment. Stay for the clarity, not the contract.

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!