Master Your Numbers. Lead with Confidence.

The financial training series every new business owner needs to grow with clarity, control, and confidence.

🎥 5 bite-sized video trainings | 📒 Optional companion workbook

You didn’t start your business to become a bookkeeper.

But without clear numbers, it’s hard to lead.

If you've ever:

- Put off reviewing your books because it feels overwhelming

- Wondered what all those reports are actually telling you

- Worried you're "behind" on your finances

- Struggled to make confident decisions about money

Then you're in the right place.

The CEO Essentials Series is your shortcut to understanding your numbers, building systems that actually work, and finally leading your business with the confidence you deserve.

Introducing: The CEO Essentials Series

A 5-part video training series to help you simplify your bookkeeping, understand your numbers, and step into your CEO role.

Created by a professional bookkeeper and strategist who understands the real-life challenges of starting and growing a business, this series is for the builders, the dreamers, and the go-getters transitioning from gig work or freelancing to building something real.

Each lesson is 10–15 minutes and packed with practical, real-world strategies you can use right away.

No fluff. No accounting jargon. Just clarity and confidence.

Your 5-Day Financial Transformation

Here's what you'll receive over 5 days:

Day 1: The 5 Numbers You Should Check Every Week
The essential numbers every business owner needs to track.

Day 2: Simplify Your Bookkeeping Workflow
A system you can actually stick with.

Day 3: Think Like a CEO: Reading Your Reports
Understand what the numbers are really saying.

Day 4: Track the Right KPIsDitch vanity metrics.
Focus on what moves the needle.

Day 5: The Bookkeeping Confidence Boost
Overcome fear, perfectionism, and procrastination.

Add the Companion Workbook

Want to cement what you're learning each day?

Add our beautifully designed, printable + fillable workbook:

- Reflection prompts

- Implementation checklists

- Worksheets to apply each training to your business

Add for just $17 at checkout.

Who It's For

This 5-day series is perfect for:

This series is perfect for:

New business owners who feel overwhelmed by their numbers

Freelancers or contractors ready to turn their skills into a real business

Entrepreneurs who want a better handle on their finances

Anyone who knows it’s time to stop avoiding and start leading

Whether you're making your first $K or $50K, this training will meet you where you are.

FAQ

How does the delivery work?

You'll receive your first training video immediately after purchase. Then, one new training will arrive in your inbox year morning for the next 4 days.

How long is each training?

Each video is about 10–15 minutes long, designed to give you clarity without overwhelming you.

Do I need any special software?

Nope! You can watch the videos on any device and apply the concepts to any bookkeeping system you use.

Do I need to be good at math?

Not at all. This series is made for non-accountants. You’ll learn simple, practical tools that make sense.

How long will I have access?

You get lifetime access to all 5 video trainings.

You don’t need another course. You need guidance that works.

Start mastering your numbers — one day at a time.

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