THE SMALL BUSINESS PLANNER MEMBERSHIP

Two powerful paths to financial clarity - and a business that actually pays you.

Done-with-you bookkeeping and strategic financial support—designed to help small business owners pay themselves with confidence.

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 it's time to take your business seriously, but everything keeps becoming a higher priority.

You know it’s time to take your business seriously—but everything else always feels more urgent. Client work. Life. That next idea.

You’ve been meaning to sit down and get clear, but the plan keeps getting pushed to “later.” And if you’re honest, you’re not even sure where to start—especially when it comes to your numbers.

LET'S CHANGE THAT.

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

membership

$497/month

Consistent pay, clarity, and support

Done-with-you bookkeeping you can rely on
Clear dashboard for pay, taxes, and cash flow
Monthly financial guidance and live support calls
Access to all Small Business Planner tools + trainings
A system designed to help pay yourself consistently

JOIN THE MEMBERSHIP

Membership + CFO Support

$2,250/month

By Application

Everything in the Membership, plus:
Dedicated CFO-level expert matched to your business
Monthly financials built directly in your QuickBooks
Aligned chart of accounts across tools and platforms
Quarterly strategic planning with Catherine

Apply for CFO Support

Not sure which is right for you?

Most business owners start with the Membership — and apply for CFO support as their business grows.

Do I need accounting or bookkeeping experience?

What if I already have a bookkeeper or accountant?

Is this right for my type of business?

How is this different from a course or group program?

Which option should I choose — Membership or Membership + CFO Support?

Can I switch tiers later?

What’s the time commitment like?

What if I feel behind or embarrassed about my numbers?

Can I cancel if it’s not the right fit?

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 6,000 business owners create profit and impact.

ENROLL NOW TO PLAN YOUR PROFIT