Absolutely! The vast majority of our clients come to us already with a bookkeeper and accountant on their team. The reality is most bookkeepers will categorize your transactions and send you your P&L at the end of the month and your accountant will file your taxes at the end of the year. However, given how busy they usually are, they don't have time to coach you, the business owner, on how to understand their numbers and create financial discipline.

We have a variety of services that aim to fit the needs of business owners at different stages. We have group offerings that start as low as $970/mo, 1:1 engagements that can be in the $20,000+ range, and offerings in between. The goal is for this to be far more affordable than hiring a Fractional CFO and trains YOU, the owner, to be the CFO of your own company.

Unless you're running a business that does not use money as the main currency, then yep! This absolutely will work for you industry. Why? Because the core of what we focus on here at CEO Finance Academy is financial education. We believe that while tools are helpful (and boy do we have some amazing tools we set you up with), all financial success stems from having a firm competency around financial principles. As for the tools, we customize them to fit your industry specific needs.

At CEO Finance Academy, we pride ourselves on being BUSINESS OWNERS who focus on training you, the entrepreneur, how to make sense of your business finances. The majority of financial service providers (bookkeepers, CPAs, fractional CFOs) are not active business owners. They don't necessarily think like business owners do. When working with our team, you will be paired with a Profit Coach who is a fellow successful business owner that has built, run, or exited a profitable company.