Growth Level · 4 Modules · 15 Lessons

Run Your Business Like a CFO

You are generating real revenue. The decisions are bigger, the numbers are more complicated, and guessing wrong on one call can cost tens of thousands. This course takes the data already sitting in your accounting system and turns it into a CFO-level 12-month forecast — with the review system that keeps it current.

$997$697CAD · Founding Member pricing · one-time

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

Get Cash Flow for Growth → Instant access · every lesson, the AI CFO system, and all 6 bonuses

You Don't Watch This Course. You Investigate.

From Lesson 1.2 — Fictional Training Case

Sarah runs a growing marketing agency. Revenue $720,000. Net profit $94,000. Cash in the bank: $18,400. Sarah thinks she had a great year.

Did she?

You open her books and find out — statement by statement, clue by clue, until you can walk from her $94,000 of profit to her nearly-empty bank account and explain every dollar in between. Then you run the exact same investigation on your own company and record what you find.

That's the whole course: real analysis on real numbers — yours.

What You Walk Out With

Not a guess. Not a blank spreadsheet. Your actual business data, used properly, for the first time:

All three financial statements — read and understood — P&L, Balance Sheet, Cash Flow, in plain English, on your real numbers
An audited finance team — you'll know exactly what your bookkeeper and accountant should be doing, and whether they are
A 12-month rolling forecast built from prior year actuals — the hybrid model that tracks real cash, not accounting profit
A scenario model — what happens if your biggest client leaves tomorrow
A growth decision framework — the financial criteria that must be met before you hire, spend, or scale
Your AI CFO workspace — a persistent AI setup that reads your statements and gets smarter about your business every month
The quarterly review system that keeps all of it current

The Rule: every exercise uses real business numbers. Not hypothetical. Not round numbers. Your actual accounting data. The system only works if the data is real.

The Four Modules

Module 1 · 3 Lessons

Financial Visibility

The Sarah investigation, then your own three statements — pulled, uploaded to your AI CFO workspace, and read properly for the first time. Plus the finance team audit.

Module 2 · 4 Lessons

Financial Infrastructure

The delegation audit, the audit-ready document system, the software stack right-sized to your revenue, and the compliance calendar (Canada + US).

Module 3 · 4 Lessons

The CFO Strategy

A CFO-depth business audit on your real data. A 3-year vision anchored to what you actually built last year. A 12-week sprint with a capacity check and a Week 6 checkpoint.

Module 4 · 4 Lessons

The Cash Flow Forecast

The build: prior year actuals in, line-by-line CFO review, scenario stress test, balance-sheet cash items, project and growth-initiative budgets with kill conditions, and the monthly review that runs it all.

Everything Included

All 15 lessons — self-paced, interactive, yours permanently
The Growth Tracker — blank + worked sample
The Growth Review Kit — the monthly and quarterly review process (PDF)
Cash Flow Control — the complete book (PDF)
Bonus 1: Audiobook — with the chapter-to-module sync map
Bonus 2: Cash Flow Control Spreadsheet System — the five-tab financial command centre
Bonus 3: Strategic Planning Template — the quarterly strategy session, structured
Bonus 4: Financial Risk Assessment Framework — 6 categories, 24 questions, auto-graded
Bonus 5: AI CFO Prompt Library — 8 decision prompts, workspace + standalone versions
Bonus 6: AI Bookkeeping with Claude + Cowork — ten workflows that turn hours into minutes

Who This Is For

Owners with real revenue, a team, an accounting system full of data — and no forward-looking picture. If you've ever looked at your books and thought "I have all this data. I have no idea what to do with it" — this course is that fix. Building your financial foundation first? Start with the Foundation Course. And when you're ready for hands-on help implementing, the Strategy Call picks up where the course ends.

Cash Flow for Growth

$997$697CAD · one-time · founding pricing

Get Cash Flow for Growth → Instant access — your personal course link arrives by email within minutes