Answer a few quick questions and Your CFO builds you a clear, step-by-step plan to make more, keep more, and pay yourself what you want — this month and every month after.
1 · Tell us about your business→2 · Get your plan
1
What kind of business?
Your pick tailors your whole plan — your advice, tax, and terminology all speak your business's language. You'll set the unit for each offer below.
2
Your money
This month
This month's numbers — your best estimate is fine. Monthly revenue — everything your business took in. Monthly expenses — what it cost to run. What you pay yourself — what you actually take home in a typical month right now (you'll set your goal in the next step). Money you're owed — unpaid invoices still coming to you. Cash on hand — what's in the business account right now.
Monthly revenue
$
Monthly expenses
$
What you pay yourself now
$
Money you're owed
$
Cash on hand
$
3
Your offers
What you sell
Enter each offer's price — what you charge for one sale — and its cost each — what you spend to deliver it (materials for a product, your labor cost for a service). Your CFO calculates the margin — the share you keep, so 55% means 55¢ of every $1 stays with you.
OfferPriceUnitCost eachMargin
$
$
29%
$
$
55%
$
$
41%
Not sure on cost? Leave it blank — Your CFO estimates it from your expenses.
▾ Your plan is ready — here's a peek ▾
Your profit plan
6 moves
Income gap
–$1,900
Do first
Invoices
🔒
Your results, ready
Unlock your profit plan
Built from your numbers — ready to read now, and yours to download.
✓Your income gap and the moves to close it
✓What to charge, your break-even, and which offers pay
✓How much to set aside for tax
✓Your dated action plan, step by step
Your CFO
Small-Business Profit Coach
Everything above — yours to keep, and it refreshes whenever your numbers change.
$39 one-time
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Small Business Bundle
Track it + fix it
Everything in Your CFO, plus the Business Profit Dashboard — the separate 8-tab workbook, bundled at a discount.
$55 one-time
$68 value — save $13
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