MEET THE TEAM AT

CEO FINANCE ACADEMY

MEET ALEX ENGAR & WILL BOYD

CO-FOUNDERS

Both have their Doctorate degrees in Physical Therapy

Launched Healthy Funnel LLC in 2017, a Digital Marketing Company serving Physical Therapy Clinics

After growing the agency past 7 figures, they saw a need within their client base for improved financial literacy

THE LAUNCH OF CEO FINANCE ACADEMY IN 2020

  • After working with over 200+ customers running Healthy Funnel, Alex and Will saw that even their highest revenue clients struggled with understanding their metrics. They were business owners, not "finance people".

  • After a handful of coaching calls with a client who was doing multiple 6 figures in revenue that wasn't paying themselves due to their lack of financial literacy, Alex decided to launch a personal and business finance course called Profit U.

  • With over 100+ students enrolling in Profit U within the first 6 months of launching, Alex and Will noticed that even with templates, pre-recorded videos, and group meetings, their students needed more of a hand-holding approach.

A TIMELINE OF THE ACADEMY AND THE CERTAINTY SYSTEM

  • In late 2020, Alex and Will started coaching business owners (primarily Physical Therapy and Occupational Therapy Practice Owners) in a 1:1 setting focused on basic financial systems.

  • By early 2021, clients were beginning to refer business owners from other industries, which sparked Alex into creative mode, where he first developed our "Certainty System'.

  • Now, a few short years later, 185+ 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

OUR TEAM

  • Every team member that you will interact with inside of CEO Finance Academy (from the sales team to our coaches) has previously run their own business and understands what it means to be a business owner

  • Our Profit Coaches and Fractional CFOs are successful business owners who want to give back to other business owners through financial training and mentorship.

  • CEO Finance Academy team members are remotely based all across the US and Canada. It's not unheard of for your coach or fCFO to come visit you in person.

HEAR DIRECTLY FROM OUR CLIENTS

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 185+ CLIENTS

About

Testimonials

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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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