CEO FINANCE ACADEMY CASE STUDIES

Here's How 146 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

  • "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

ELIZABETH GREEN - Green Communications

  • "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

CORT GEARY - Geary Electric Company

  • "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

ROB ESTEP - Listing Marketing Pros

  • "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

STEPHANIE COPPEDGE - Gideon Math and Reading Franchises

  • "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

CARRIE WILLHOFF - Racechick (Ecommerce)

  • "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

JASON MALKI - StrtupBoost

  • "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

TRUSTED BY 185+ CLIENTS

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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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