CEO FINANCE ACADEMY CASE STUDIES
Here's How 275+ Business Owners Have Gotten Clarity On Their Business Finances, Stopped Losing Sleep About Taxes, and Are Paying Themselves and Their Teams More Than Ever
PAUL KESNAR - Roof King & Restoration
Stopped operating finances off gut feeling and now has certainty around financial data
Now feels like the "CFO" of his company
"I sleep well at night now having certainty with my numbers."
SIMONA ROZKHO - evna Media
Was able to pay off almost all of business debt
"CEO Finance Academy is everything I thought a CPA and bookkeeper would check in on that they do not."
Has certainty around scaling while being prepared for taxes
JASON LUNDY - Lodestar Construction Services
Has taxes covered ahead of schedule for the first time in 7 years running his business
Was able to make new hires based on forecasted profit
Got visibility on profit margins of individual service lines and has shifted model to focusing on most profitable projects
STEPHANIE COPPEDGE - Gideon Math & Reading Franchisor
Now has clear understanding of the profit margins of individual products and services
"Now I can finally relax [about business finances]."
Developed plan to hire staff based on projected
financials rather than gut feeling
SCOTT REYNOLDS - Purpose Pools
"I finally feel like I have certainty in my numbers."
Business now scaling faster than ever due to true visibility into marketing return on investment
Now has deeper relationship with his accountant and bookkeeper due to his financial understanding
DEREK NOLTE - TruHome Property Solutions
Now has a clear plan for the profits coming into the business
Was able to determine a service line that was underpriced and driving down profit margins
"I needed to know how this part of my business operates and I finally do now."
ELIZABETH GREEN - Green Communications
Moved from avoiding the P&L to confidently reading it, forecasting, and making decisions—guided early, then taking the reins independently.
Set a monthly finance cadence, knows exactly what she can pay herself, built a rainy-day fund, and saves appropriately for taxes—removing month-end stress and surprises.Business now scaling faster than ever due to true visibility into marketing return on investment
“Worth every penny”—and then some: “It was worth every penny… I’ve recommended CEO Finance Academy to many of my colleagues.”
CORT GEARY - Geary Electric Company
Profitability up from 8% to 15% within a year by tightening job profitability, redirecting effort to high-margin work, and installing monthly reporting & forecasting.
From “blindfolded” to confident financial operator: went from glancing at a P&L “maybe four times” a year to reviewing P&L 1–2× per month
“I feel like I took a crash course for business owners… I’m starting to feel like a professional.”
ROB ESTEP - Listing Marketing Pros
13–15% revenue growth in ~6 months: added recurring services, focused on margins, and built steady residual income to smooth seasonal slowdowns.
Hiring with confidence: dashboards now show exact cost/impact of roles (e.g., $18 vs $40/hr), so he knows precisely when to hire and how it affects profit.
“My stress level has gone away. I’m paying myself more than I ever have… It was worth every penny.”
CARRIE WILLHOFF - Racechick (Ecommerce)
Margins doubled in days: uncovered true COGS/CAC, raised prices, and fixed ordering—going from ~16% margins to 2× within a week.
Pricing power validated (no drop in demand): increased prices and “it really didn’t have an impact on my business,” confirming years of under-pricing.
From “glaze over” to fluent with the CPA: “I can go in with him and have a conversation and not just glaze over,” enabling better tax/structure decisions
JASON MALKI - StrtupBoost
Taxes without the panic: set up “set-aside” flows and taught the 1099 team how to handle taxes—“I can sleep at night now knowing I have a legitimate approach.”
Delivery at 1/5 the cost: restructured fulfillment with a VA (no quality drop), turning a high fixed expense into a scalable, margin-friendly engine.
Comp plan that retains talent: built transparent base + commission structures so the sales team is happy and motivated, reducing churn risk and rehiring costs.
TRUSTED BY 275+ CLIENTS
Founded By Alex Engar and Will Boyd
Doctors of Physical Therapy turned Digital Marketing Agency Owners. After helping hundreds of their agency clients understand the KPIs and financial metrics in their businesses, they went all in on teaching their Certainty System to 140+ entrepreneurs.
CEO Finance Academy
Healthy Funnel, LLC
DBA: CEO Finance Academy
Remote Locations in Salt Lake City, UT and Pittsburgh, PA
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