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CEO Profit Plan

A plug-and-play financial template providing an easy view of key financial metrics, with an emphasis on owner's compensation.

 

Holistic View

Control your Finances, Don't have them control you! 

  • Financial performance is evaluated timely
  • Quickly identify financial strengths and opportunities for improvement
  • An in-depth view into the financial health of the business
I Need This!

 

Timely Results

All-Encompassing Business Financial  Dashboard

  • Financial goals become crystal clear, Including owner compensation
  • 12-Month Financial Dashboard including business budget & budget to actual worksheets
  • Straight forward facts, no more guessing! 
Financial Dashboard, Yes!

 

Prioritize Profit

Managing the business numbers is critical to ensuring the owner is adequately paid! 

  •  Easy to navigate Google Sheet template
  • Computations are done for you
  • Make more, worry less! 
I want a Financial Dashboard

What customers are saying...

“I learned so much and I am truly an empowered CEO. Now I control my finances, they don't control me. I take home a paycheck and run my business smoothly thanks to this program."

~Stacy~

“Thank you!!! I'm ALMOST perfect in my QuickBooks thanks to you! So that's a huge relief. So glad I was able to work through that earlier this year - honestly would not be in the same headspace if that was muddy still. So THANK YOU for everything again!”

~Callie~

"Once my (tax) CPA saw how clean my books were and my reports were he was in shock, and told me he has never had a business owner who did their own books have them as organized as mine!!! It's all thanks to you and your wonderful systems. Working with you has been a complete game-changer in my business!"

~Jessica~