Save 30% with The Integrated CFO Suite™ - all our top systems in one complete package.
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Save 30% with The Integrated CFO Suite™ - all our top systems in one complete package. 〰️
Start with the tools trusted by business owners to price with confidence, forecast cash flow, and run with clarity. Explore resources for raising money-smart kids and families, or grab our free guides to get started.
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The Integrated Business Bundle
All three CFO-designed systems plus the exclusive EQ + IQ Bonus Guide. One toolkit. One price.
The strategies CFOs use with multimillion-dollar clients, now simplified into systems you can use today - all for less than the cost of one CPA/CFO meeting, with 24/7 access anytime you need it.
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Personalized Coaching - Business + Personal
When you’re ready for guidance beyond the spreadsheets
Our digital tools give you the systems you need to run with clarity, but sometimes what you need most is a conversation tailored to your numbers, your goals, and your life.
That’s where coaching comes in.
Whether it’s:
Business coaching - aligning your strategy with the Trio™, Pricing™, or Cash Flow Control™
Personal coaching - integrating money decisions with family goals and daily rhythms
Clarity coaching - combining Money EQ and IQ so you can move forward with confidence
This isn’t a one-size-fits-all program. It’s a chance to work directly with the creator of these tools in a focused, high-level way.
Because spaces are limited, we offer coaching by wait-list only. Add your name to the form and you’ll be notified when sessions become available.