Foundation Level · 4 Modules · 15 Lessons

Install the Financial Operating System for Your Business

Most small business owners are profitable on paper but broke in real life. You're not bad at business — you've just never been shown how to manage the money. This course installs the system you'll run for years: planned owner pay, real targets, a 12-month cash flow built from your numbers, and the monthly review that keeps it honest.

$297$197CAD · Founding Member pricing · one-time

Founding pricing — in exchange, we'll ask for your feedback and, where appropriate, permission to share your results.

Get the Foundation Course → Instant access · every lesson, the Tracker, the book, and all 5 bonuses

Not Finance Lessons. A System You Install.

Every lesson produces a real output that feeds the next one. By the end you will have built:

The Four Modules

Module 1 · 5 Lessons

Discipline — The Financial Foundation

Separate accounts. Planned owner pay set with the two-constraint test. Your bookkeeping decision, with the diagnostic questions to audit whoever does it. The five terms and one ratio you'll use forever.

Module 2 · 4 Lessons

Infrastructure — Building the System

The document system that makes you audit-ready in one afternoon. Your break-even number. The financial calendar that ends surprise tax bills.

Module 3 · 2 Lessons

Direction — Vision and Goals

Find the business that already built what you're building. Extract its numbers. Lock your Year 3 / Year 2 / Year 1 targets and set your first 12-week sprint.

Module 4 · 4 Lessons + Growth Mode

Operating System — Running the Numbers

The build. Three scenarios across 12 months, your cash reserve target, the variance tracker, and the monthly review installed as a permanent habit.

How Every Lesson Works

Watch the video. Read the page. Complete the exercise — every lesson has interactive fields that save as you type, copy-ready AI prompts that analyse your numbers, and a verification checklist you complete before the next lesson unlocks. Your outputs land in your Foundation Tracker — the spreadsheet that becomes your business's financial command centre.

💡 The AI advantage: this course was built for the AI era. Every hard calculation — your break-even, your salary test, your tax calendar, your sprint tactics — comes with an exact prompt you paste into Claude or ChatGPT with your real numbers. No spreadsheet wizardry required.

Everything Included

Who This Is For

Owners who are making sales but managing money by checking the bank balance. If you can't currently answer "can I afford this hire?" or "what happens if next month is slow?" with a number — this installs the system that answers it. Already past $300K with a team and real financial statements? Start with Cash Flow for Growth instead.

The Financial Operating System · Foundation
$297$197CAD · one-time · founding pricing
Get the Foundation Course → Instant access — your personal course link arrives by email within minutes