The Small Business Planner Membership

A complete financial system, with the accountability and ongoing guidance to confidently run your numbers. 

This is for the business owner who wants greater clarity, consistent pay, and a financial rhythm they can actually maintain, without having to figure it all out alone.

Your Membership includes:

• Done-with-you bookkeeping you can rely on 
• Profit + Pay + Goals Dashboard
• Two Group Coaching Calls with Catherine every month
• Full access to all Small Business Planner tools and trainings
• The framework to pay yourself consistently, every month, on purpose

This is the right path if you’re comfortable implementing the system with guidance and don’t currently need dedicated CFO-level partnership.

Choose the payment option that works best for you:

• $497 month-to-month, cancel anytime.
• $1,822 per month for 3 months, which includes one month free.
• $4,970 paid in full, which includes two months free.

After checkout, you’ll be taken directly into your Membership portal for next steps. You’ll also receive a welcome email series with your onboarding forms and questionnaire so we can get started together.