AN 8-WEEK LIVE COHORT FOR SMALL BUSINESS OWNERS
ClarityFinance Foundations
Read your numbers. Make better decisions. Without the jargon.
You're Great at Running
Your Business...
But do any of these sound familiar?
You check your bank balance more often than your financial reports.
Your accountant explains the numbers, but you still don't know what actions to take.
Revenue is growing, yet cash always feels tight.
You know your business should be more profitable, but you're not sure what's holding it back.
You make important decisions based on experience and instinct because the reports feel overwhelming.
If so, you're not alone.
Most business owners were never taught how to interpret the numbers that drive their business. They were taught to build great businesses but not how to think like a CFO.
Financial Reports Don't Build
Better Businesses.
Better decisions do.
Most owners already have an accountant.
Many have a bookkeeper.
Some even have excellent financial reports.
The problem isn't getting the numbers.
The problem is knowing what those numbers are trying to tell you.
ClarityFinance Foundations was created to bridge that gap.
Instead of teaching accounting theory, this program teaches you how to use your financial information to make smarter business decisions every month.
WHO IT'S FOR
Everything you need to plan, track, and understand
your financial performance.
Runs a manufacturing, industrial, or a trade business.
5-50 employees, $500k-$10M annual revenue.
Great at running the business but uneasy reading the numbers.
Has an accountant/bookkeeper that wants to stop relying on translation.
Wants a simple monthly system to spot problems early.
If you have a CFO, an MBA in finance, or you read your
own P&L for fun, this is probably not for you
WHAT YOU'LL LEARN
WEEK-BY-WEEK
How Operations Show
Up in the Numbers
Cost Behavior and
Margin Basics
Pricing, Discounts, and
Profitable Decisions
Waste, Quality, and
Hidden Profit Leaks
Capacity, Utilization, and
Operating Leverage
Cash Flow and
Working Capital
KPIs, Budgeting
and Forecasting
Financial Leadership and
Your Self-Review System
How Operations Show
Up in the Numbers
Cost Behavior and
Margin Basics
Pricing, Discounts, and
Profitable Decisions
Waste, Quality, and
Hidden Profit Leaks
Capacity, Utilization, and
Operating Leverage
Cash Flow and
Working Capital
KPIs, Budgeting,
and Forecasting
Financial Leadership and
Your Self-Review System
WHAT YOU'LL GET
Every Week
Live 1-hour group session, plus an optional 15-minute Q&A
Recording within 24 hours
Handout
1-page cheat sheet
Homework tied to their own numbers
Self-rating toward a cumulative scorecard
Across 8 Weeks
Bi-weekly office hours
Pre/post confidence assessment
Owner month-end self review framework
Direct access to Chris via office hours and email
Imagine Making Financial
Decisions Like This...
BEFORE
Hoping cash lasts until payroll
Looking at revenue first
Waiting for your accountant to explain reports
Reacting to problems
Guessing which metrics matter
AFTER
Knowing weeks ahead when cash will get tight
Understanding profit, cash flow, and margins together
Reading your own numbers with confidence
Spotting issues before they become expensive
Focusing on KPIs that drive better decisions
This isn't about becoming an accountant.
It's about becoming a more confident business owner.
Ready to stop guessing and start making decisions with confidence?
Pricing
Early Bird (First 5 Spots)
Limited-time launch pricing
(Use code EARLYBIRD at checkout for 20% off.)
$557
Total investment
20% down $111 to reserve your spot
80% due - $446 before week 2
Regular (Spots 6-12)
$697
Total investment
20% down - $139 to reserve your spot
80% due - $558 before week 2
💰 Payment Terms
20% reserves the spot
80% due day before week 2
Tell us before Week 2 begins that the program isn't for you and we refund your deposit in full. You owe nothing further.
✅ Pilot Guarantee (Cohort 1 only)
No questions asked
Once Week 2 begins, the program is non-refundable
Program Details
Format
Live Online
Duration
8 Weeks
Weekly Session
60-minute session, plus an optional 15-minute open Q&A after each session
Cohort Size
Maximum 12 business owners
Schedule
Mondays, 4:00-5:15 PM CT
Dates
Sep 28 | Oct 5, 12, 19, 26 | Nov 2, 9, 16
Recordings
Available within 24 hours
Office Hours
Wednesdays, 3:00-4:00 PM CT on Oct 7, 21 | Nov 4, 18
Included
Handouts, cheat sheets, homework, and implementation tools
About Chris
I'm a fractional CFO for small businesses in manufacturing, industrial services and the trades, typically in the $1M to $25M range. I embed with owners and their teams to bring financial clarity, strengthen cash flow and build the kind of foundation that makes confident decisions possible.
I've spent 28 years in manufacturing and industrial finance, including finance leadership roles at Entegris, Zentis and OXEA. I've sat in plant controller's chairs, led teams through acquisitions and rebuilt cost structures from the inside out. I know how these businesses work because I've lived them.
Stop Guessing. Start Leading
with Financial Confidence.
You already know how to run your business.
Now learn how to understand the numbers behind it.
Reserve your seat today and build the financial confidence
to make better decisions, month after month.
