THE SMALL BUSINESS PLANNER MEMBERSHIP

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THE SMALL BUSINESS PLANNER MEMBERSHIP

Two powerful paths to financial clarity, consistent pay, and a business that supports you.

Done-with-you bookkeeping and strategic financial support, designed to meet you at the level of guidance your business needs now.

Join the Membership

Watch This First: A Financial System That Actually Works

In this short video, I’ll show you how the Small Business Planner Membership helps you finally feel clear, confident, and in control of your business money — without spreadsheets or overwhelm.

You’ll hear:

  • Why you don’t need to be “good with numbers” to lead with confidence

  • How our done-with-you bookkeeping and dashboard actually work

  • What makes this system different from every other group or course

This isn’t information overload — it’s a repeatable structure built for real business owners ready to stop winging it.

🎯 Hit play to see if it’s your next step — then join us below. Let’s build your most profitable year yet.

 

You know your business is capable of more. Now it needs the financial structure to support where you’re going.

Maybe things have gotten more complicated than you expected, and you know there are financial pieces that need to be cleaned up.

Or maybe things are going well. You believe deeply in where this business can go, and you want to build the financial foundation correctly now instead of fixing it later.

Either way, you’re ready to stop piecing together financial decisions and start operating with a system you can trust.

LET'S BUILD THE FINANCIAL FOUNDATION TO MATCH 

 

FOR BUSINESS OWNERS READY FOR PROFIT

Create a profitable plan for your business—and finally trust your decisions.

This is more than a planner. It’s a proven, implementation-focused financial system designed to support consistent pay, clear decisions, and sustainable growth where bookkeeping meets real-time money visibility.

I'M READY FOR MY MOST PROFITABLE YEAR

Does this sound like you?

YOU'RE STUCK

You’re overwhelmed by the moving pieces of running your business—and you’re not sure what to focus on first, financially.

YOU DESIRE CONFIDENCE 

You’re constantly second-guessing yourself, wondering if you’re missing something critical financially—and worried it could cost you later.

YOU KNOW YOU'RE MEANT FOR MORE

You’re tired of spinning your wheels and ready to build a business that’s not just profitable—but pays you consistently and supports your life.

 

IF YOU'RE NODDING ALONG...YOU'RE IN THE RIGHT PLACE.

INTRODUCING: SMALL BUSINESS PLANNER LIVE:

The Step-by-Step Financial System for Building a Profitable, Stress-Free Business

No more guessing or Googling your way through business finances. The Small Business Planner Membership gives you the systems, support, and visibility you need to pay yourself consistently, plan ahead, and make confident decisions—without doing it all alone.

Hands-On Guidance to Simplify and Scale

You don’t need more information—you need support you can actually use. Inside the membership, you’ll get hands-on guidance, expert feedback, and clear financial visibility so you can stop spinning your wheels and start making progress with confidence.

A Proven System Designed for Small Business Owners

This isn’t theory. It’s the exact financial framework I’ve used to help thousands of small business owners understand their numbers, pay themselves consistently, and grow with confidence—no matter their industry or business stage. Plus, it includes bookkeeping and real-time reports you can actually rely on to make clear, day-to-day business decisions.

 
 
Join the Membership

Two levels of support. One financial system.

 

Choose based on the level of support you want, not how ‘advanced’ you think your business needs to be.

The Profit Planning Membership + CFO Support

$2,250/month

For the business owner who wants the highest level of partnership.

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.

Everything in the Membership, plus:

  • Unlimited email support personally supervised by Catherine
  • 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 of 2026

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.

Join Membership + CFO Support

The Profit Planning Membership

$4,970/year or $497/month

For the business owner who wants the system, accountability, and ongoing guidance to confidently run their numbers.

  • Done-with-you bookkeeping you can rely on
  • Profit + Pay + Goals Dashboard 
  • Two Group Coaching Calls with Catherine per month for financial guidance and live support 
  • Access to all Small Business Planner tools + trainings
  • The Monthly Rhythm live in your business 

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

Annual at $4,970 is the standard commitment that most business owners opt for so they have consistency in their business. Monthly pricing is  available for those who prefer flexibility.

Flexible payment options available at checkout.

JOIN THE MEMBERSHIP

Not sure which is right for you? 

Choose based on how much support you want around your financial decisions and implementation. If you want to run the system with guidance, choose Membership. If you want deeper partnership and a financial team actively helping you implement and make decisions, explore Membership + CFO Support.

Here’s what happens when business owners stop guessing — and start leading with clarity.

REAL CLIENT REVIEWS

 

"The Small Business Planner has consolidated ideas that every new entrepreneur must go through before jumping in the business field to avoid costly mistakes."

I have been in the restaurant and IT businesses for 25+ years and I wish I had this cook book sooner than later. Your course has consolidated ideas that every new entrepreneur must go through before jumping in the business field to avoid costly mistakes."

– SUNIL, RESTAURANTEUR 

"This is the best money I have ever spent. I'm actually running a profitable business now."

"I didn’t start my business because I wanted to run a business—I started it because I’m passionate about what I do. I’d been in business since 2017 and had never set a sales goal. Then I started using the planner, and suddenly everything made sense. What looked like it was going to be a slow month turned into the best month I’ve ever had—because I had a real goal in place.

Now, I finally feel in control. I know when I can hire, when I can invest, and when I need to hold back—because the numbers are right in front of me. I’m actually running a profitable business now, and before, if someone had asked me, I wouldn’t have known."

– GABRIELLE, OWNER OF CUSTOMIZED ACCESSORIES BUSINESS

"My small, but GREAT business planner!"

"I have always been a organized person but when entrepreneurship fell in my life (it literally chose me LOL), I needed help. I've been doing it on my own for 2 years now, throwing all of my documents in binder and folder. And while it has worked, I needed something more structured. This planner has changed the game. It's everything I've been needing and I have no doubt that I will see greater success because of this. Thank you for creating this masterpiece."

 

 

– AMBER, THERAPIST

Discover The Small Business Planner Process

Hear directly from Catherine why The Small Business Planner is the go-to support for small business owners and how we've already helped over 9,000 business owners create profit and impact. 

ENROLL NOW TO PLAN YOUR PROFIT
 

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