Templates
More templates are on the way. We’re starting with our core tools, with additional templates rolling out soon.
You’re growing fast, but your finances still feel reactive.
This kit gives you the tools to price smarter, hire with confidence, and understand what’s really driving your profitability.
Built for founders earning $100K–$750K, it bridges the gap between DIY spreadsheets and CFO-level strategy, so you can grow with clarity, not chaos.
You’ll walk away with:
A clear path to profit—not just revenue
Pricing and hiring models that scale with your business
Confidence around what to do next with your numbers
What’s Included:
Everything in the Starter Kit
Financial Health Dashboard
Unit Economics Calculator (CAC, LTV, Payback)
Hiring & Pricing Cheatsheet
Scenario Library
S Corp Tax Savings Calculator
Loom walkthroughs
Understand your business finances, even if you hate spreadsheets
Simple tools to price right, plan ahead, and stop guessing.
You don’t need an MBA or a CFO to get control of your numbers. This Starter Kit helps early-stage founders make smart financial decisions with confidence—without spending hours lost in spreadsheets.
What’s Inside:
12-Week Cash Flow Forecast
Pricing Calculator (choose Product or Service version)
Income + Business Value Goal Templates
Quick Wins Playbook
Step-by-step Loom walkthroughs
This is for you if:
You're tired of guessing what to charge
You want to know what to pay yourself
You need a simple way to see your cash flow
You feel behind, but don’t want to feel stuck
Intro Price: $97 (Reg. $197)
A founder-friendly toolkit that gives you clarity fast—without spreadsheet overwhelm.
Your business is too big to guess—but not quite ready for a full-time CFO.
This toolkit gives you everything you need to forecast growth, plan headcount, and make data-backed decisions like a seasoned CEO.
Designed for founders earning $500K–$2M, this is what your business needs before you hire a fractional CFO—at a fraction of the price.
You’ll walk away with:
A full financial model with service + product versions
Strategic headcount and spending plans
3 months of live support to walk through your scenarios
What’s Included:
Everything in the Starter Kit & Profit Accelerator Kit
Operations Spending Plan
Resilient Budget & Cash Flow Planner
Hiring Plan Generator
Business Financial Model (beta)
Strategic Finance Workbook (coming soon)
3 Months of Live Office Hours Access
Templates are just the beginning. This is where it all clicks.
Even with simple tools, questions will pop up—especially the first time you set financial goals or use your data to make big decisions.
That’s why we offer Monthly Office Hours: live support, practical walk-throughs, and a safe space to ask questions.
WHAT’S INCLUDED
Live Monthly Q&A Calls – Ask anything about the templates, your numbers, or what’s next
Template Walkthroughs – Learn how to get the most out of each tool
Real-Life Use Cases – See how other founders apply the tools to make smarter decisions
Searchable Replay Archive – Rewatch past sessions by topic, at your own pace
Advance Question Submissions – Can’t make it live? You’ll still get answers
WHY FOUNDERS LOVE IT
You don’t need to figure it all out alone.
Office Hours give you clarity, momentum, and a direct line to expert guidance—so you can grow your business with more confidence and less second-guessing.
Add Office Hours to get:
More clarity
More confidence
Less spreadsheet stress
Join anytime. Cancel anytime. Grow every time.
$47/mo