Sprint vs. Academy — CEO Finance Academy

Done-With-You Financial Coaching Programs

Two Programs. One Mission.
Make You the CFO of
Your Own Business.

Both programs install real financial systems into your business through weekly 1-on-1 coaching. The difference is depth and duration. The Sprint builds your foundation in 8 weeks. The Academy takes you further in 12.

Book a Free Discovery Call → Free 30-minute call · We'll help you pick the right program

350+Businesses Coached

40+Industries Served

⭐ 4.8/5Trustpilot Rating

1-on-1Weekly Coaching

Choose Your Program

The Right Program for Where You Are Right Now.

8-Week Program

The Sprint

Your financial foundation, built in 8 weeks.

$5,000 · payment plans available

For business owners who need the core financial systems, fast. We build your dashboard, analyze your margins, set up your bank structure, and clean up your books. You'll finish with a clear picture of where your money goes and what you're actually making.

What's Included

✓ Custom CFO Dashboard
✓ Weekly 1-on-1 coaching calls (8 sessions)
✓ Profit margin analysis & targets
✓ Service-level profitability analysis
✓ Bank account structure setup
✓ Bookkeeping clarity & cleanup framework
✓ Accounting systems organization
✓ Baseline expense identification & control

Apply for the Sprint →

⭐ 12-Week Program

The Full Academy

Everything in the Sprint, plus the strategic layer.

$7,500 · payment plans available

For business owners who want the full system. You get everything in the Sprint, plus 4 additional weeks focused on cash flow forecasting, owner pay optimization through the Wealth Waterfall, bookkeeping oversight, and strategic decision modeling. You'll leave knowing not just where the money goes, but where it should go next.

Everything in Sprint, Plus

✓ 4 additional coaching sessions (12 total)
✓ Cash flow forecasting & projections
✓ Wealth Waterfall owner pay optimization
✓ Bookkeeping review & oversight (done for you)
✓ Strategic decision modeling (hiring, pricing, expansion)
✓ Two-year financial projections
✓ Path to upgrade to Fractional CFO services

Apply for the Academy →

⚡ We only take on 6 coaching clients per month to ensure every business gets the hands-on attention it deserves.

Feature Comparison

Sprint vs. Academy Side by Side.

Both programs build real financial systems. The Academy goes deeper with forecasting, owner pay, and strategic planning.

	Sprint · 8 Weeks	Academy · 12 Weeks
Investment	$5,000	$7,500
Weekly 1-on-1 Coaching Calls	✓ 8 sessions	✓ 12 sessions
Custom CFO Dashboard	✓	✓
Profit Margin Analysis & Targets	✓	✓
Service-Level Profitability Analysis	✓	✓
Bank Account Structure Setup	✓	✓
Bookkeeping Clarity & Cleanup	✓	✓
Accounting Systems Organization	✓	✓
Baseline Expense Map	✓	✓
Cash Flow Forecasting & Projections	—	✓
Wealth Waterfall (Owner Pay Optimization)	—	✓
Bookkeeping Oversight (Done for You)	—	✓
Strategic Decision Modeling	—	✓
Two-Year Financial Projections	—	✓
Path to Fractional CFO Services	—	✓

Which One Is Right?

The Sprint Is for Builders.
The Academy Is for Scalers.

The Sprint is for you if...

You've proven the model and you're growing, but you don't have financial systems in place yet. You need the foundation first.

You're doing $500K to $1.5M in annual revenue
You're running the business on bank balance and gut feel
You don't know your real margins by service line
Your books are messy and you know it
You want clarity fast without a massive commitment
You plan to layer on deeper strategy later

The Academy is for you if...

You're past the early stage and need the complete financial operating system. You want cash flow forecasting, owner pay optimization, and strategic planning.

You're doing $1M to $3M+ in annual revenue
You're ready to optimize owner pay, not just "figure it out"
You want to forecast cash flow and plan 12+ months ahead
You're making (or about to make) big decisions: hiring, expansion, pricing changes
You want your bookkeeper managed and your data validated
You may want to transition to Fractional CFO services down the road

"We don't sell spreadsheets. We sell the absence of financial anxiety. The spreadsheets are just how we deliver it."

The Roadmap

What We Build, Week by Week.

The Sprint covers Weeks 1 through 8. The Academy continues through Week 12, adding the strategic and forecasting layers.

Weeks 1–2

Financial Diagnostic & Dashboard Build

Audit your current setup, identify baseline expenses, and build your custom CFO Dashboard around your real numbers.

Sprint + Academy

Weeks 3–4

Profit Margins & Service Profitability

Dig into which services, revenue streams, and clients are actually making you money, and which are quietly eating your margins.

Sprint + Academy

Weeks 5–6

Bank Structure & Bookkeeping Clarity

Set up the right bank account structure so every dollar has a job, and clean up your bookkeeping so your numbers are trustworthy.

Sprint + Academy

Weeks 7–8

Accounting Systems & Foundation Lock-In

Lock in your accounting systems, solidify financial processes, and build the operating foundation you need to scale confidently.

Sprint + Academy

Weeks 9–10

Cash Flow Forecasting & Wealth Waterfall

Build 12-month cash flow projections and implement the Wealth Waterfall, our proprietary framework for structuring owner pay, taxes, reserves, and growth capital.

Academy Only

Weeks 11–12

Strategic Planning & Decision Modeling

Model the financial impact of your biggest upcoming decisions (hiring, pricing, expansion) and build two-year projections. You leave with a complete financial operating system.

Academy Only

Client Results

Real Businesses. Real Results.

These business owners were in the same spot you are now. Here's what happened when they installed financial systems.

★★★★★

⚙️ Wealth Waterfall changed their cash management

"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."

TJ Mouradian

The A/C Ductologist · HVAC

★★★★★

✅ Knew exactly when and how to hire

"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."

George Lokko

Y2 Design & Build · Construction

Our Commitment

We Don't Succeed Unless You Do.

This isn't a course where we hand you logins and wish you luck. It's a hands-on engagement with real accountability.

🛡️

Our Coaching Guarantee

If you show up to every coaching call, do the work between sessions, and implement what we build together, you will have a complete, working financial system in your business by the end of the program. If for any reason we're not there yet, we'll keep working with you at no additional cost until we are. We don't leave the job unfinished.

Common Questions

Everything You're Probably Wondering.

Both programs build real financial systems through weekly 1-on-1 coaching. The Sprint (8 weeks, $5,000) installs the foundation: your CFO dashboard, margin analysis, bank structure, and bookkeeping cleanup. The Academy (12 weeks, $7,500) includes everything in the Sprint plus four additional weeks covering cash flow forecasting, owner pay optimization through the Wealth Waterfall, bookkeeping oversight, and strategic decision modeling. The Sprint gives you clarity. The Academy gives you clarity and a strategic roadmap.

Yes. If you start with the Sprint and want to continue into the strategic layer, we can extend your engagement into the Academy curriculum. The transition is seamless because the Academy builds directly on top of the Sprint foundation. We'll credit the Sprint investment toward the full Academy price.

Plan for about 2 to 3 hours per week: a 45 to 60 minute coaching call plus 1 to 2 hours of implementation work between sessions. Both programs are designed for busy business owners. This isn't a course with 10 hours of homework. It's focused, practical, and built around your real business.

That's the most common starting point. Messy books aren't a disqualifier. They're the reason you need us. Both programs include a bookkeeping clarity and cleanup framework. The Academy goes a step further with ongoing bookkeeping oversight where we work directly with your bookkeeper to validate data and maintain clean records.

No. We work with whatever accounting system you're already using: QuickBooks, Xero, FreshBooks, Wave, or even spreadsheets. Our focus is on building the right financial systems and processes, not forcing a specific tool.

Yes. Both programs offer flexible monthly payment plans. We want the investment structure to work for your cash flow, not against it. We'll walk through options on the discovery call.

Your bookkeeper enters transactions. Your CPA files taxes. Neither one tells you what's coming next quarter, whether your pricing is right, or what you can safely pay yourself. We're the forward-looking layer between operational data and executive decisions. We complement your bookkeeper and CPA, not replace them.

You own everything we build: your dashboard, your bank structure, your margin targets, your accounting systems. It's all yours. If you want ongoing support, Academy graduates have a direct path to our Fractional CFO services where we manage the financial function for you on an ongoing basis. But there's no pressure. Both programs are designed to stand on their own.

Ready to Build Your
Financial Operating System?
Let's Find the Right Fit.

Book a free 30-minute discovery call. We'll learn about your business and help you decide whether the Sprint or the Academy is the right move.

Free 30-minute call · No pitch · No contracts
350+ businesses coached across 40+ industries
Honest recommendation on which program fits
If we're not the right fit, we'll tell you

Book Your Free Discovery Call → No credit card required · No obligation

TESTIMONIALS

What Our Clients Say

Melissa Buffer

Brick and Mortar Owner

Josh Payne

Online Business Coach

Alexis Sams

Brick and Mortar Owner

Joses & Eliana Ngugi

Online Education Business Owner

David Cartolano

Marketing Agency Owner

Nate Navas

Podcast Agency Owner

Duane Scotti

Online Fitness Coach

Javier and Marissa Carlin

Business Coaches for Dietitians

“You have helped me SO MUCH with this. I finally feel confident and secure in my abilities to do this business thing without a job as a safety net. Forever grateful.”

Brooke Czarnecki

Dietician & Owner

"It's been phenomenal working with Alex & Will with my business finances. Before them, I didn't have a systematic way of handling it or even truly understand what impact it was having on my personal life. If you are looking to scale your business, have more peace of mind, and find more profit in your business don't wait."