The Integrative Trio ™️

$297.00

Stop running your business in reaction mode. Start leading with clarity and control.

Lead with numbers. Build with confidence. Profit on purpose.
The Integrative Trio™ is a complete, CFO-designed business clarity system that takes you from uncertain and reactive to confident and in control. In three connected parts, you will define your direction, understand your numbers, and optimize your outcomes so every decision moves you closer to your goals. Designed by Natalie, a CPA with over 25 years of experience, this program combines professional strategy with practical tools you can use right away. Whether you are starting fresh or scaling for growth, you will walk away with a clear vision, reliable numbers, and a plan you trust.

Stop running your business in reaction mode. Start leading with clarity and control.

Lead with numbers. Build with confidence. Profit on purpose.
The Integrative Trio™ is a complete, CFO-designed business clarity system that takes you from uncertain and reactive to confident and in control. In three connected parts, you will define your direction, understand your numbers, and optimize your outcomes so every decision moves you closer to your goals. Designed by Natalie, a CPA with over 25 years of experience, this program combines professional strategy with practical tools you can use right away. Whether you are starting fresh or scaling for growth, you will walk away with a clear vision, reliable numbers, and a plan you trust.

How This Makes Business Easier

  • Move from guesswork to data-driven clarity

  • Reduce overwhelm by focusing on what matters most

  • Keep your goals, numbers, and time working together instead of pulling you in different directions

  • Make confident choices you can explain, defend, and feel good about

  • Always know where you stand and what to do next

What You’ll Be Able to Do

  • Set strategic goals that are achievable and measurable

  • Understand exactly where your money is coming from and going

  • Spot growth opportunities without overextending resources

  • Protect your time by filtering out low-impact work

  • Lead your business from a place of clarity, not urgency

Why It Works

Most programs focus on one piece of the puzzle: vision, money, or productivity. The Integrative Trio™ connects all three so you can align your decisions, your resources, and your actions.

It was designed by Natalie, CPA with over 25 years of experience in accounting, CFO consulting, and small business strategy. Every tool is built to be clear, repeatable, and immediately useful - so you can revisit it as your business grows.

What’s Included in Your Download

Delivered as a single ZIP file for instant access. Inside, you’ll find the Start Here guide that walks you through the program step-by-step, along with all the files you need to complete each part.

Part 1 - Define Your Direction (Clarity)

  • Create or refine your purpose statement so every decision supports your mission

  • Map your strategic path using S.M.A.R.T. goals that align with your long-term vision

  • Conduct a business reality check to identify strengths, gaps, and opportunities

  • Build your momentum map to turn big-picture goals into actionable steps

Part 2 - Mind Your Metrics (Strategy)

  • Learn the four key metrics that actually move your business forward

  • Use the Metrics in Motion spreadsheet to track and interpret your numbers

  • Spot trends, inefficiencies, and profit leaks before they become problems

  • Apply metrics to decision-making so every move supports your business goals

Part 3 - Optimize Your Outcomes (Efficiency)

  • Prioritize high-impact tasks that protect your profit and free your time

  • Use the Clarity Calendar to structure your days around what matters most

  • Apply the Rapid Results Filter to make quick, confident decisions

  • Create sustainable systems that keep you focused without burnout

Format and Access

  • Instant access via one ZIP file

  • Includes the Start Here guide for step-by-step use

  • PDF guides for each section, printable and easy to reference

  • Editable spreadsheets for tracking metrics and creating your business momentum map

  • One short video walk-through for using the metrics tracker

  • Fill-able forms for completing key exercises digitally