This membership is designed for small business owners and entrepreneurs who want to keep more of what they earn, improve their cash flow, and get financial clarity—without hiring a full-time CFO or tax planner. If you're ready to stop guessing and start growing strategically, this is for you.

You'll get access to a powerful combination of support:

✔A Monthly CEO Tax Strategy Session with group coaching and hot seat Q&A

✔A Cash Flow & Profitability Check-In with tools to monitor and improve your money moves

✔A Tax Deduction Tracker, IRS Notice Monitoring, and Entity Optimization Reviews to keep you compliant and audit-ready

✔Plus, a supportive community, discounts on premium services, and more!

Hiring a CFO or full-time tax planner can cost thousands per month. This membership gives you expert guidance, tools, and support at a fraction of the cost—$149/month. You still get smart strategies, accountability, and peace of mind, without the high price tag.

Yes! While the membership includes group sessions, we include hot seat coaching and invite specific questions during the CEO Strategy calls. You'll also get feedback on your submissions (like your cash flow tracker), and priority support if you receive any IRS notices.

No worries—I’ve got you! This membership is made for real business owners, not financial pros. We break everything down step-by-step with simple templates, walkthroughs, and support. You'll feel more confident and in control of your money each month.

That’s great! This membership isn’t here to replace your accountant—it’s here to empower you as the CEO of your business. We focus on strategy, clarity, and helping you ask the right questions and make smart financial decisions between tax seasons.

We’ve got your back. As a member, we’ll monitor IRS activity, give you early alerts, and you’ll receive priority support if anything comes up. No more panicking when an envelope arrives—you’ll know exactly what to do.

Yes! Pay annually and you get 2 months free—just $1,490/year. That’s a full year of strategic support, tax savings, and financial confidence for less than what most people overpay in taxes or lose in untracked expenses.

Join today and gain instant access to your tools, templates, upcoming session calendar, and our private community. Let’s get your business organized, profitable, and protected—together.

Once your payment is completed and your membership is confirmed, your bonuses are unlocked immediately. You’ll get a welcome email with access to all your tools, templates, and any upcoming live sessions. We’re all about delivering value from Day One.

No worries — all sessions are recorded and uploaded for you to watch at your convenience. You’ll never miss out on the insights, coaching, or updates, even if your schedule is tight.

Yes! We offer a flexible monthly option that you can cancel anytime before your next billing date. If you choose the annual plan, you’ll keep access through your full paid year.

Absolutely. This membership complements the work your bookkeeper or accountant does. We focus on strategy — helping you make smart CEO-level decisions with tax planning, cash flow, and growth in mind.

You’ll have access to monthly group calls, real-time hot seat coaching, expert-reviewed tools, and a private members-only community where you can ask questions, share challenges, and get direct feedback.