CFO ToolKit

Finance templates & Worksheets & Lessons

for Entrepreneurs

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Templates

Guided templates to help you assess the most important data for your business & income, common tax deductions, hiring, and much more.

Worksheets

Take the guess work out of making worksheets to calculate data. 

Profit & Loss, Budget, Income & Time Evaluation 

Video Lessons

Get step by step guidance how to use each worksheet and template, know exactly what questions to ask yourself each month/quarter to help drive your business forward.
Stop staring at the screen, and start making decision.

Worksheets, Templates & Video Lessons to help you make income driving decisions for your business

Welcome to the CFO toolkit! Where you I guide you through the exact step you take each month to create more income and impact in your business. Hire your next team member with confidence, knowing you are following the employment laws. Create a budget with ease. Step out of indiciation and into action with this set of templates, worksheets, and video lessons that give you the tools you need to make decisions for your business.

Does This Sound Like You?

You know you need to be more tuned into your finances, but you don't know where to start or what to look at each month.

Do you find yourself start to create a budget, but get lost in all the fancy templates or worksheet formulas?

You look at your monthly profit and loss statement, but have no idea with to do with it or how to use this to help you make further decisions.

Do you want to hire someone to help take the load of work off your shoulders, but worry you are not following the hire laws?

The most important thing you can do in your business is spend time reviewing your financial numbers each month and asking deeper questions to support the growth you desire.

This toolkit takes the guesswork out of reviewing your finances each month. I guide you through best practices to support your small business from asking the top level questions to reports that give you the information you need to head your business in the right trajectory. 

Instructor Info

Heather has been in the finance field for almost 20 years. She has her undergraduate degree in business and accounting and her graduate degree in education, in addition to 10 years in the entrepreneur space. Not only does Heather know her stuff when it comes to numbers, she is experienced in delivering the material and teaching it in an easy to understand way for all styles and levels of learning. The best part, Heather is passionate about helping women understand and take ownership of their finances. No more stepping out of the room so the men can talk about finances. She is helping women step into their CEO roles to take ownership of the single most important thing you will ever do in your business - make empowered financial decisions! 

With the guidance and knowledge Heather brings to the table, you are sure to walk away with a greater understanding of your business finances and a new connection to your money than you ever thought before was possible.

What is the benefit?

  • Stop procrastinating and take action
  • Get the reports and understanding you need to step in to your CEO self and know what is happening with your finances each month
  • Know how much income you are making
  • Understand if it is time to scale and leverage your time with tools and lessons that guide you along the way
  • Ask yourself important questions that help you connect to your money and finances that support your growth and impact

Who is it for?

Entrepreneurs and small business owners that want to know what they should review each month to support their business finances, know how to set up your finances to support growth, and understand how each transactions is affecting the business.

What’s Included

Worksheets, Templates & Video Lessons

Budget

Building your business budget – take the guesswork out of creating a budget for your business, get lessons on how to use the available worksheet and best practices for budget creation for your business

Hiring

Hiring contractors vs employee – important things to know before you hire

Review

Monthly & quarterly financial review – get the most important questions answered when reviewing your finances, ask questions that deepen your understanding of your business, and guides your decisions for growth

Deductions

Common tax deductions for your small business – take advantage of tax deductions to your income and owe less taxes to the IRS

Meditation

Money calming meditation – soothe your nerves and connected with your intuition (gut) before you dive into your numbers

Income

Net income worksheet – for business owners that do not have current bookkeeping system with monthly reports and annual overview of finances

Bookkeeper

Hiring a bookkeeper and getting other financial support – what to know when getting support with your finances, how to hire the best fit person, know what to expect from a finance professional

Time

Time & Income evaluation – evaluation how much each program is costing you and how you can scale your time for each

CFO Toolkit

Get Instant access to worksheets, templates, and videos lessons.

  • Building your business budget – take the guesswork out of creating a budget for your business, get lessons on how to use the available worksheet and best practices for budget creation for your business 
  • Common tax deductions for your small business – take advantage of tax deductions to your income and owe less taxes to the IRS
  • Hiring a bookkeeper and getting other financial support – what to know when getting support with your finances, how to hire the best fit person, know what to expect from a finance professional
  • Hiring contractors vs employee – important things to know before you hire
  • Money calming meditation – soothe your nerves and connected with your intuition (gut) before you dive into your numbers
  • Time & Income evaluation – evaluation how much each program is costing you and how you can scale your time for each
  • Monthly & quarterly financial review – get the most important questions answered when reviewing your finances, ask questions that  deepen your understanding of your business, and guides your decisions for growth
  • Net income worksheet – for business owners that do not have current bookkeeping system with monthly reports and annual overview of finances

Get Today For Only: $67

(Value $597)

Still Have Questions?