CEO FINANCE ACADEMY
Where Business Owners Go To Master Their Money
A Coaching Program Dedicated to Educating Business Owners On Business Finances and Helping Them Install Systems To Have Control Over Their Money
Our 12 Week Coaching Program Will Give You Confidence, Clarity, and Control Over Your Finances
Click play on the video above to see an inside look at what CEO Finance Academy is all about
Given the 1:1 high touch nature of the program, we only have room for a handful of new clients per month
CEO FINANCE ACADEMY
Where Business Owners Go To Master Their Money
A Coaching Program Dedicated to Educating Business Owners On Business Finances and Helping Them Install Systems To Have Control Over Their Money
Our 12 Week Coaching Program Will Give You Confidence, Clarity, and Control Over Your Finances
Click play on the video above to see an inside look at what CEO Finance Academy is all about
CEO FINANCE ACADEMY
Where Business Owners Go To Master Their Money
A Coaching Program Dedicated to Educating Business Owners On Business Finances and Helping Them Install Systems To Have Control Over Their Money
Our 12 Week Coaching Program Will Give You Confidence, Clarity, and Control Over Your Finances
Click play on the video above to see an inside look at what CEO Finance Academy is all about
"I feel amazing about my business finances. Not only in the first 30 days did I double my revenue based on what they told me...but I actually know where to PUT it now."
- David Cartolano, Owner of Stop Their Scroll
CEO Finance Academy Is For Service Based Entrepreneurs & Small Business Owners Serious About Taking Control Of Their Finance
The Academy Consists Of:
- 1:1 Path to Profit Calls (In-depth individual business finance coaching for your specific business)
- Group Financial Coaching Calls with like minded entrepreneurs
- Access to our CEO Finance Academy Classroom with financial trainings on tax optimization, profit mapping, and more
- Referral options to bookkeepers and accountants that we have vetted for you
- Products and Services Profit Analysis (In-depth review of pricing structure for profit optimization)
"After working with Alex and Will, I feel SO much better about my business finances. I know how much to pay myself per month, I know how much to save for my staff per month...I even was able to pay off all my debt..in full. And that felt SO great."
- Nate Navas, Owner of NC Podcast Productions
The Path To Profit For Our Clients
Inquiry Call
The journey begins with a no pressure, judgment free call where we learn about your business, your financial goals, and if we feel that the Academy is a fit to help you reach those goals, we will extend an offer to join us.
Join The Academy
Once enrolled in the Academy, we set up a kickoff call to build your path to profit plan, followed by weekly check ins and customized trainings for your specific business needs. You will be a part of a tribe of other business owners focused on strengthening their business financial acumen.
Financial Confidence
After 12 weeks of customized profit planning and business financial education, you will be equipped to monitor, analyze, and project your business finances in a way that gives you complete control and confidence.
Common Problems We See From Our New Clients
Running business expenses through personal banking accounts
Not paying themselves consistently or only taking money from the business when they feel like they need it
Minimal financial tracking and a sense of guilt and shame around not taking control of the situation
Fear around not knowing how to be saving for taxes, salaries, and business growth
Not having 3 months of salary and business expenses saved should there be a dip in the business
Viewing their business as the Owner rather than the CEO making projections about the business moving forward
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
WHAT OUR CEO FINANCE ACADEMY CLIENTS ARE SAYING
Josh Payne, Co-Founder of Uncaged Clinician Business Coaching
Joses and Eliana Ngugi, Co-Founder of Pre-PT Grind
David Cartolano, Owner of Stop Their Scrolling Agency
Alexis Sams, Owner of The Dance Medicine Specialists Network
Nate Navas, Owner of NC Podcast Productions
We Accept A Limited Number Clients Into The Academy Each Month
Academy | About | Testimonials
CEO FINANCE ACADEMY
Where Business Owners Go To Master Their Money
A Coaching Program Dedicated to Educating Business Owners On Business Finances and Helping Them Install Systems To Have Control Over Their Money
Our 12 Week Coaching Program Will Give You Confidence, Clarity, and Control Over Your Finances
Press play on the video above to see inside the Academy
Due to the 1:1 high touch nature of the program we only take on a handful of members each month
"I feel amazing about my business finances. Not only in the first 30 days did I double my revenue based on what they told me...but I actually know where to PUT it now."
- David Cartolano, Owner of Stop Their Scroll
Every day business owners come to us feeling...
- Overwhelmed with tracking their finances and feel like everything is "all over the place"
- Stressed about whether they are saving enough for taxes and are afraid of a massive tax bill come March
- Stuck with making projections for the future of the business based on their metrics
- Frustrated that they are paying their staff but aren't taking home as much as they want for themselves
- In a cycle of bad financial management habits and beliefs that continually stall their growth
Through Our CEO Finance Academy We Give You, The Business Owner...
Confidence. Control. Calm.
CEO Finance Academy Is For Service Based Entrepreneurs & Small Business Owners Serious About Taking Control Of Their Finance
The Academy Consists Of:
- 1:1 Path to Profit Calls (In-depth individual business finance coaching for your specific business)
- Group Financial Coaching Calls with like minded entrepreneurs
- Access to our CEO Finance Academy Classroom with financial trainings on tax optimization, profit mapping, and more
- Referral options to bookkeepers and accountants that we have vetted for you
- Products and Services Profit Analysis (In-depth review of pricing structure for profit optimization)
"After working with Alex and Will, I feel SO much better about my business finances. I know how much to pay myself per month, I know how much to save for my staff per month...I even was able to pay off all my debt..in full. And that felt SO great."
- Nate Navas, Owner of NC Podcast Productions
The Path To Profit For Our Clients
Inquiry Call
The journey begins with a no pressure, judgment free call where we learn about your business, your financial goals, and if we feel that the Academy is a fit to help you reach those goals, we will extend an offer to join us.
Join The Academy
Once enrolled in the Academy, we set up a kickoff call to build your path to profit plan, followed by weekly check ins and customized trainings for your specific business needs. You will be a part of a tribe of other business owners focused on strengthening their business financial acumen.
Financial Confidence
After 12 weeks of customized profit planning and business financial education, you will be equipped to monitor, analyze, and project your business finances in a way that gives you complete control and confidence.
Common Problems We See From Our New Clients
Running business expenses through personal banking accounts
Not paying themselves consistently or only taking money from the business when they feel like they need it
Minimal financial tracking and a sense of guilt and shame around not taking control of the situation
Fear around not knowing how to be saving for taxes, salaries, and business growth
Not having 3 months of salary and business expenses saved should there be a dip in the business
Viewing their business as the Owner rather than the CEO making projections about the business moving forward
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
WHAT OUR CEO FINANCE ACADEMY CLIENTS ARE SAYING
Josh Payne, Co-Founder of Uncaged Clinician Business Coaching
Joses and Eliana Ngugi, Co-Founder of Pre-PT Grind
David Cartolano, Owner of Stop Their Scrolling Agency
Alexis Sams, Owner of The Dance Medicine Specialists Network
Nate Navas, Owner of NC Podcast Productions
We Accept A Limited Number Clients Into The Academy Each Month
Academy | About | Testimonials
Our Momentum Coaching Clients and their stories
Tim Reed
Founder of DadBod Reinvented
Jen Crane
Founder of Cirque Physio
Tony Maritato
Medicare Training Program
Liz Koch
Founder of Mountain Biking Ladies
Josh Payne
Founder of Concierge Physical Therapy Business Coaching Program
Austin Win
Founder of Registered Dietitian Approved Coaching Program
Joses Ngugi
Co-Founder of Pre-PT Grind
Bert De Vera
Founder of Rehabpreneur
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