Run Your Business
With Financial Clarity
Short, practical courses for business owners who want to understand their finances — not become accountants. Lesson 1 of every course is free with email. Full course access is included in every paid plan.
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7courses · Free Lesson 1Financial Literacy for CEOs
You know more than you think
Balance sheet, income statement, and cash flow for founders who never got an MBA. The five numbers every CEO should know cold, the pattern-reading skills that turn numbers into strategy, and how to challenge your finance team without needing to become an accountant.
Working Capital Mastery
Free cash without growing revenue
How Josh took CHE Companies from $4 million to $750,000 in working capital — freeing $3.25M in cash. The exact playbook for AR, AP, WIP, and deposits. Six lessons with the actual levers, the math behind each one, and the week-one actions to run on your own business.
How to Hire and Coach a CFO
Stop hiring credentials. Hire operators.
From an operator who has been on both sides of the hire — started as a financial analyst at a $9B public homebuilder, served as CFO / Board Member at $40M firms, effectively Interim CEO/COO/CIO at a scaling design-build for 3+ years, now CEO of a $70M+ platform. What to look for beyond the CPA, the interview questions that reveal scorekeepers vs. operators, and how to coach a finance hire into the strategic partner you actually need.
Why You Don't Need a Fractional CFO
Most people hire controllers and call them CFOs
Most "fractional CFOs" in the market are senior controllers selling at CFO rates — cleaning up your books and producing dashboards for $7K/month. A real fractional CFO maps your cash, thinks operations, sees technology you can't, connects all the pieces, and builds 90-day projects that move the organization forward. This course, taught by a real fractional CFO who has also cleaned up bad engagements, shows the honest math: when to hire one, how to pick one, and what the non-fractional alternatives look like.
The 5-Day Close
Your books in a week, not a month
Most small-business books close on day 15+ of the following month — which means you're making decisions today on data from 6 weeks ago. The 5-day close isn't a Big-4 fantasy; it's operational discipline. Daily practices that distribute the work, weekly checkpoints, a day-by-day playbook for the finish, and finance-team calendar discipline that keeps the close on time. Seven lessons from an operator who closed the books in under 45 days at Tower Engineering — for the first time in company history — during a $55M M&A rescue.
Founder Syndrome — And How to Break It
Your reputation built it. Systems scale it.
Founder syndrome isn't about ego — it's about failing to transition at the growth gates (10, 25, 50, 100 employees). It's a posture that infects founders AND team leaders, turning great firefighters into organizational ceilings. Seven lessons on the transition work, the math (valuations 20-40% lower, growth stalls, burnout), systems that replace reputation, marketing as investment, the operating rhythm that frees the CEO, and running the business like you're going to sell it. Anchored on the $35M→$200M+ Bobbitt Design Build infrastructure story.
AI for Your Finances
Run finance with AI — without getting burned
AI can do real work in your finance function — and it can also confidently hand you a wrong number that costs you a decision. This course is the operator's guide: what AI is genuinely good at (close, forecasting, board narratives, analysis) versus where it's dangerous, the exact prompts to use, the guardrails that keep your data and your numbers safe, and how to assemble an AI finance stack that makes you faster without making you reckless. Taught by a CEO who runs a $70M+ business on AI-assisted operations.
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