FINANCIAL DASHBOARD OVERVIEW

Here's How 120+ Business Owners Have Gotten Clarity On Their Business Finances, Stopped Losing Sleep About Taxes, and Are Paying Themselves and Their Teams More Than Ever Using Our Financial Systems

ARE YOU READY TO BUILD FINANCIAL SYTEMS FOR YOUR BUSINESS?

For the first time, we're opening up our Cashflow Bootcamp for owners who want to take ownership over their finances, improve their financial education, and have a personalized financial dashboard.

WHAT IS THE CASHFLOW BOOTCAMP?

  • 8 week live training program to turn you into the CFO of our your business using our Certainty System and CFA Financial Dashboard.

  • Live classes led by a CEO Finance Academy Profit Coach who has successfully run and exited a 7+ figure company.

  • By the end of the Bootcamp you will have a deep understanding of your business' cashflow, profit margins, and a system for how to manage the money that comes in and out of your business.

What Exactly Will We Cover?

  • How much you can pay yourself as an owner...

  • How much to keep in business reserves (and how to build those up)...

  • How much to save for taxes...

  • Dealing with business debt...

  • Business expenses and where your money's going...

  • Understanding your margins (and how to improve them)...


  • When can you afford your next hire?...

  • Making sure your "books" are clean, organized, and useful for making smart decisions

WHY WORK WITH US?

  • We lead by example - we run our own 7-figure business using the exact principles we educate our clients on.

  • Group coaching done weekly led by a successful business owner who has run, managed, and exited a 7+ figure company.

  • Over 140 other businesses owners across 30+ different industries have gone through our Certainty System and have improved their take home pay, profitability, and financial literacy - see our client testimonials at the bottom of the page

WHO IS THE BOOTCAMP FOR?

  • Business owners doing a minimum of $100k per year in revenue that are serious about mastering their business finances.

  • Our clients are committed to showing up and being engaged weekly in coaching calls with their cohort.

  • Owners who are focused on scaling with the end goal of improving their take home pay, their teams' take home pay, or eventually preparing for an exit

HOW TO GET STARTED?

  • Click the button below and fill out our short application as we will be capping this first cohort at 15 owners.

  • We will be launching the first cohort in late March or early April 2024 so lock in a spot now.

CURIOUS IF THE CERTAINTY SYSTEM AND CASHFLOW BOOTCAMP HAS HELPED OTHER OWNERS?

HEAR FROM OUR CLIENTS BELOW

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

TRUSTED BY 140+ CLIENTS

About

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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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