About CEO Finance Academy
We're a team of fractional CFOs and financial coaches who help owner-led businesses understand their numbers, plan their cash, and keep more of what they earn. We've worked with more than 315 businesses across 40+ industries.
Our Mission
We believe entrepreneurs change the world, and without them innovation suffers. The problem is that most of them don't last more than a few years, and the number one reason is poor cash flow and financial management.
That isn't surprising. Almost every owner we work with already had a marketing coach, a sales coach, or a product consultant. Very few had ever had someone help them understand, plan, and prioritize their finances.
Our mission is to give business owners the best financial coaching and fractional CFO support available, so they can keep building great businesses and changing the world with their ideas.
Our Story: From Physical Therapists to Profit Coaches
CEO Finance Academy was started by two physical therapists, Dr. Alex Engar and Dr. Will Boyd. They met as PT students in a Facebook group and started sharing what they were learning about marketing. People began asking to pay for it, and in 2017 they launched their first online course. That side project grew into Healthy Funnel, a marketing agency and consultancy.
Their first big launch brought in $80,000, and they expected a healthy payday. After payment plans, affiliate payouts, software, taxes, and reserves, the real number was a fraction of that. It was the moment they realized that making money and keeping money are two very different skills.
Running the agency gave them a look inside hundreds of small businesses, and they kept seeing the same gap. Owners were good at their craft and growing their revenue, but few understood their own finances. Alex and Will started helping those owners with their numbers, the referrals came in faster than the marketing work, and Healthy Funnel became CEO Finance Academy.
Meet the Team
Founders and Leadership
Dr. Alex Engar, PT, DPT
Dr. Will Boyd, PT, DPT
Ian Hogan
Fractional CFOs
Taylor Busch
Ted McCarthy
Client Success and Operations
Morgan Mark
Natasja Catacutan
RiQueshya Wall
We have remote offices in Salt Lake City, Utah and Pittsburgh, Pennsylvania, and we work with business owners across the United States. Everything runs remotely through video calls, shared dashboards, and access to your accounting system.
How We Can Help
Fractional CFO Services
A senior CFO who works alongside you twice a month: cash flow forecasting, margins, owner pay, and the big decisions. See fractional CFO services.
CEO Finance Academy Programs
Learn to run your own numbers with our Sprint and Academy coaching programs, built around the same tools our CFOs use. Compare the programs.
We specialize in construction companies, HVAC companies, and dental practices, and we work with service businesses of all kinds. See the results in our client case studies, or hear Alex, Will, and Ian talk through real money problems on the Just Figuring It Out podcast on our YouTube channel.
Want to See Where Your Business Actually Stands?
Book a free cash flow call. We'll look at your numbers together and show you what a fractional CFO would fix first.
Book My Free Cash Flow Call Or start with the free Profit Margin Checkupteam@ceofinanceacademy.com · (385) 422-8909