Founding Members Enrollment End on November 30th
Just $48
5 practical days. 5 ready-to-use templates. 5 Claude CFO Skills. 3 bonuses.
Your P&L Shows a Profit. So Why Are You Still Worrying About Making Payroll?
Your sales are growing. Your team is busy.
But payroll is coming up.
And you're back to checking your bank account, wondering how much cash will actually be there.
What if you could see those cash pressures weeks before they happen?
Your financial statements contain the clues.
You just need to know how to read them.
This Is Why I Created: Run It Like a CFO
In 5 days, learn to understand your profit, track your cash, and use a ready-made Claude skill to build your 13-week cash forecast.
Planned regular course price $299.
Built From Both Sides of the Table
Evaluated Businesses
M&A and private equity experience evaluating how businesses generate profit, convert it into cash, support debt and create value in multiple sectors
Operated Businesses
Built and operated five salon-and-spa locations with my wif and saw firsthand how capable owners can struggle with reports no one has translated into the language of running a business.
See It Below
Watch the actual course in use and preview real pages from the CFO templates before you enroll.
Introducing Run It Like a CFO
Five Days. Your Business Numbers. A Clearer Financial Plan.
You've built a business.
Run It Like a CFO with a practical 5-day course designed for business owners who want to understand their numbers and what to do next in about 30 minute a day.
This isn't an accounting course. You won't be learning journal entries, bookkeeping procedures, or complicated financial theory.
Learn How to Run Your
Business Like a CFO
Stop Just Reading Financial Reports. Start Making Better Business Decisions.
Five Days to Greater Financial Clarity
You won’t have to build everything from scratch. Each day includes a ready-to-use template and a guided Claude prompt to help you turn your financial information into a practical report, forecast, or action plan. You’ll learn what the numbers mean, how to check the output, and how to use it to make better business decisions.
DAY 1 - Know Your Numbers
Get your P&L, balance sheet, and cash flow statement ready, and understand what each one tells you.
Find the numbers that matter most: revenue, margins, operating profit, cash, and debt.
Bring them together in your Financial Snapshot so you can see where your business stands.
Your takeaway: A Financial Snapshot showing your starting point and the areas that need a closer look.
DAY 2 - Find Your Profit Drivers
See how much of every sales dollar remains after delivering your product or service and how much is left after operating expenses.
Track changes in gross margin, spot expenses growing faster than sales, and explore how pricing, costs, and sales volume affect your profit.
Your takeaway: A Profitability Review identifying where margins are slipping and opportunities to improve profit.
DAY 3 - Follow the Cash
Understand why your P&L can show a profit while your bank account feels tight.
Follow how unpaid invoices, inventory, supplier payments, equipment purchases, and loan repayments affect available cash.
Identify where money is tied up and which cash flow levers deserve your attention.
Your takeaway: A Cash Flow Review explaining what is absorbing cash and where you may be able to release it.
DAY 4 - See What's Coming
Build a 13-week cash forecast using your expected collections and upcoming payments, including payroll, rent, suppliers, taxes, and debt payments.
See when cash could get tight and explore how delayed collections or a major purchase would affect your balance.
Your takeaway: A 13-week cash forecast that helps you prepare for cash pressures before payments are due.
DAY 5 - Make Your CFO Moves
Bring your findings together and decide what matters most.
Evaluate your next moves: adjusting prices, improving collections, controlling costs, hiring, or investing.
Prioritize them based on their likely effect on profit and cash.
Set clear actions, owners, and deadlines for the next 90 days.
Your takeaway: A focused 90-day financial action plan with your priorities and the numbers you’ll track.
Watch the Day 4 Skill Build a 13-Week Cash Forecast
Run the skill, attach your numbers, and Claude builds the full report in minutes.
The same structured report every time, with the math checked
Weeks below your cash cushion flagged before they happen
You learn to read it, check it and decide what to do
Bonus Included in the Course
Bonus #1 — Industry Benchmark Playbook
Put your numbers in context.
Learn how to compare your gross margin, operating expenses, and profitability with relevant industry benchmarks.
Recognize when comparisons are meaningful, and use the gaps to identify action to close them.
Use it to see where your business may be outperforming or falling behind the industry.
Bonus #2 — The 30-Minute Monthly CFO Routine
Turn your financial review into a monthly habit.
Follow a simple agenda to review your statements, compare results with expectations and update your cash outlook.
Choose the decisions that need attention before the next month begins.
Use it to stay on top of profit, cash, and your action plan as the business changes.
Limited Founder Only Bonus
FOUNDING MEMBER BONUS — Three Months in the Run It Like a CFO Community
Keep the conversation going after the five days.
Ask questions, share what you’re finding in your numbers, and join live group financial review workshops with other business owners working to improve profit and cash flow.
Use it to work through questions as you apply the tools and build confidence using your numbers.
Estimated Value: $249/month — Free for 3 Months ($747 Value).
Lifetime access · 30-day guarantee
What's Included In Run It Like A CFO
Meet Your Instructor
My name is Guy.
I worked as an M&A investment banker and later co-founded and operated a private equity firm. From the buyer's side, I saw what financial statements reveal about profit, cash, debt capacity and what a business is actually worth.
I also built and operated businesses, including five salon-and-spa locations my wife and I ran for more than ten years. Early on, I watched my wife wrestle with a bank account balance that didn't match the profit our P&L claimed we made.
That showed me something different. Capable owners are handed accurate reports that nobody has translated into the language of running their business.
Here's the #1 thing I've learned: you do not need an MBA or an accounting degree to understand what your financial statements are telling you. You need someone to translate the numbers into the language of owning and operating a business.
That's the whole reason this exists.
But you probably don't care about my story. You care about one thing: can I actually help you? Fair.
That’s why this course does not teach you how to prepare financial statements—it teaches you how to read them and use them to make better business decisions. Over five practical days, you’ll learn to understand what drives your profit, see where your cash is going, build a 13-week cash forecast, and create a focused 90-day action plan.
Planned public price: $299 · Lifetime access · 30-day guarantee
Who Is This Course For?
You’re a business owner without a CFO who wants to:
Understand what their financial statements say about profit, cash, and the health of their business.
Figure out why the P&L shows a profit but cash still feels tight.
Make more informed decisions about pricing, spending, hiring, and growth.
Use Claude with guided prompts and practical templates to help create reports, a cash forecast, and an action plan.
Spend approximately 30–45 minutes a day for five days building skills they can keep using.
Who Is This Course NOT For?
You want theory and accounting-certification prep
You want tax advice or tax-return preparation
You want bookkeeping software training
You won't spend 30 minutes a day for five days to complete the lessons
You expect AI to make business decisions for you without reviewing the numbers.
PLanned public price: $299 · Lifetime access · 30-day guarantee
Frequently Asked Questions
Do I need an accounting or finance background?
No. The course explains financial concepts in plain English and shows you how to apply them. You’ll learn what to look for, what questions to ask, and how to use your numbers to make better business decisions.
I'm not a numbers person. Will I keep up?
That's exactly who this is built for. Every term is translated into plain English before it's used. If you can read a bank statement, you can do this.
How much time does it take?
Plan for approximately 30–45 minutes a day for five days. You will also receive lifetime access, so you can revisit the material later.
What will I create during the course?
Five practical tools: a Financial Snapshot, a Profitability Review, a Cash Flow Review, a 13-Week Cash Forecast and a 90-Day Financial Action Plan. Each day includes a template and a Claude skill that builds the report from your numbers.
What is a Claude skill?
A skill is a set of instructions you add to Claude once. When you run it, Claude follows the same steps, layout and math checks every time, so you get a consistent, finished report instead of a different answer each time you ask.
Do I need a paid Claude plan?
No. Skills work on Claude’s Free, Pro and Max plans. You turn on one setting and upload each skill once. Day 1 walks you through it step by step.
Do I need to know how to use Claude?
You can ask Claude financial questions, but you’ll get a different answer every time. The skills give you the same structured report every time, with the checks built in, and the course teaches you how to read it and turn it into decisions.
Is my financial data safe?
You control what you share. You can complete the whole course with the fictional sample company and never enter your own numbers. When you use your own, you share summary statements only: no bank logins, no account numbers, no customer or employee names. Day 1 also shows you how to turn off Claude’s “Help improve Claude” setting, so your conversations aren’t used to train its models.
Does this replace my accountant or CFO?
No. The course helps you understand your reports, ask better questions, and have more productive conversations with your financial professionals. It provides education, not individualized accounting, tax, legal, or investment advice.
Why use Claude?
Claude can help explain unfamiliar concepts, organize information, and draft your reports and action plan. The course gives you a structured way to use it, so you can focus on understanding the results and deciding what to do next.
Is there a guarantee?
Yes. If you don’t understand your income statement and balance sheet better than you did before, email us within 30 days of purchase and we’ll refund you. The risk is ours.
The risk is ours.
Your Financial Statements Already Contain Important Answers
You do not need to become an accountant.
You need to know where to look, what to ask, and what the numbers may be telling you about your business.
Lifetime access · 30-day guarantee
