For Business Owners Doing $500K – $15M / Year
Get the Financial Clarity That Lets You Scale With Confidence
315+ business owners use our Certainty System to see exactly where every dollar goes, protect their margins, and make growth decisions backed by real numbers — not gut feel.
"Our fastest win was cleaning up AR and getting a 13-week forecast — once we could see the weekly cash picture, collections became the priority and we stopped living paycheck-to-paycheck."
"Our P&L looked profitable — but the bank account told a different story. CEO Finance Academy gave us a single financial picture and cash framework that stopped weekly cash panics and let us plan to scale to $20M with confidence."
"Before CEO Finance Academy we were guessing; now we run the business from a forecast. We raised our bid margins, tightened cash, and turned a messy pipeline into predictable working capital — the program literally paid for itself in months."
"I thought I needed better marketing or a bigger team. What I needed was financial control. CEO Finance Academy taught me to think like a CFO — we cleaned up cash flow, set aside tax and reserves, and I finally sleep at night knowing payroll and growth are funded."
"Implementing the Wealth Waterfall and dedicated bank accounts changed everything — we stopped guessing with the bank balance and started allocating every dollar. That discipline funded hiring the right people without blowing out cash."
"The CEO Dashboard gave me the confidence to hire a project coordinator — I went from worried about whether we could afford it to knowing exactly how the hire would impact cash and margin, and the ROI was obvious."
315+
Businesses
Coached
4.7★
Rating on
Trustpilot
5 Yrs
Helping Owners
Scale Profitably
The Problem
Your Business Has Outgrown Your Financial Setup
You're past the startup phase. Revenue is real. But somewhere between your bookkeeper, your CPA, and your bank account, you've lost visibility into what's actually driving profit — and what's quietly draining it.
"Revenue is up but my bank account doesn't reflect it."
"I can't tell which jobs, services, or clients are actually profitable."
"My accountant does taxes — nobody helps me run the business financially."
"I want to grow but I don't know if I can afford the next hire, truck, or location."
These aren't bookkeeping problems. They're financial infrastructure problems — and they don't get better with more revenue. They get worse. The gap between what you earn and what you keep widens until you build the systems to close it.
Results From Businesses Like Yours
What Changes When You Get CFO-Level Clarity
Real outcomes from business owners who implemented the Certainty System
Home Services
+18% Net Margin
Identified $340K in margin leakage across three service lines within 90 days. Restructured pricing and job costing.
"I was making money but had no idea where it was going. Now I see it all."
Construction
$500K+ Owner Pay
Went from paying himself inconsistently to a structured $42K/month owner distribution backed by real cash flow forecasting.
"First time in 8 years I know exactly what I can take home every month."
Healthcare / Med Spa
2.4x Cash Reserves
Built a rolling 12-month cash flow forecast that eliminated the seasonal cash crunch and funded two new locations.
"We went from surviving month-to-month to planning a year ahead."
Your CASH FLOW FORECAST CALL
Here's Exactly What Happens on the Call
This isn't a sales pitch disguised as a consult. It's a 30-minute working session where we dig into your business and give you real clarity — whether you work with us or not.
1. Your Financial Snapshot
We'll review where your business stands today — revenue, margins, cash position, and where you feel the gaps are. You bring the context, we bring the framework.
2. Identify Your Blind Spots
Using our Certainty System diagnostic, we'll pinpoint the 2-3 specific areas where you're likely leaving money on the table or making decisions without the right data.
3. Your Roadmap Forward
You'll leave with a clear picture of what needs to change, in what order, and what the financial impact would be — plus whether working with us makes sense for your situation.
What This Is Not
This is not a demo of software. It's not a high-pressure sales call. It's a real conversation about your business finances with someone who's done this for 315+ companies. If we're not the right fit, we'll tell you.
Is This Right For Your Business?
This Is Built For You If:
- Your business does $500K – $15M per year in revenue
- You have a bookkeeper or accountant but still don't feel financially clear
- You're growing but profit isn't keeping pace with revenue
- You want to make hiring, expansion, or pricing decisions backed by real data
- You're ready to build financial systems that scale with your business
This Probably Isn't The Right Fit If:
- Your business is pre-revenue or below $500K/year
- You're looking for basic bookkeeping or tax prep
- You need someone to "fix your books" — we build strategy, not do data entry
- You're not willing to invest time in understanding your numbers
Trusted By Businesses Across 50+ Industries
Alex Engar & Will Boyd
Co-Founders, CEO Finance Academy
After building and scaling multiple businesses ourselves, we kept seeing the same pattern: owners hitting $500K, $1M, $3M+ in revenue and still flying blind financially. Bookkeepers tracked transactions. Accountants filed taxes. But nobody was helping them actually run their business by the numbers.
We built the Certainty System to close that gap — a financial operating system that gives business owners the same clarity a Fortune 500 CFO provides, without the $250K salary.
315+
Businesses coached
5 Yrs
In operation
20+
Industries served
Limited Availability
Ready to See Where Your Business Is Leaving Money on the Table?
Schedule a complimentary 30 minute Cash Flow Forecast Call. We'll review your financial blind spots, show you where margin is leaking, and map out a plan — whether you work with us or not.
Free · 30 minutes · For businesses doing $500K – $15M/year
CEO Finance Academy · Healthy Funnel, LLC · Salt Lake City, UT & Pittsburgh, PA
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