Our primary CFO Breakthrough sessions happen on Mondays. This is where we learn, work through what you're seeing in your business, and bring real financial decisions to The Boardroom.For the Founding Pilot, we begin Monday, November 2.

Mondays at 9:00 AM CT.Sessions are live and designed to give us enough time to teach, work through the numbers, ask questions, and identify your next CFO Move.

Office Hours are where you bring the questions that come up after you've done the work.Maybe you updated your numbers and something surprised you. You worked through your forecast, and now you're questioning an assumption. Or you're looking at a decision differently and need help thinking it through. Bring it to Office Hours.Office Hours is not where you come to learn what you skipped. It's where you come to get coached on what you discovered when you did the work.

Life happens. Replays will be available, and The Boardroom keeps the conversation going between sessions.You can catch what you missed, bring your questions back to the group, and keep working. That said, CFO Breakthrough works best when you're actively participating—not collecting videos for “when you have time.”

If your business is already generating revenue and you're finding that the financial decisions are getting bigger as the business grows, start with the application.I'll personally review it. If I believe CFO Breakthrough could be the right fit, we'll have a brief CFO Fit Call before you enroll.

Nope.There will be teaching, but CFO Breakthrough isn't built around sitting through hours of lessons. We're working with your business, your financial information and the decisions you're actually facing.The goal is to build a financial system you can actually use to run your business—not finish a bunch of modules.

No. I won't be doing your bookkeeping, preparing your taxes or acting as your accountant or fractional CFO.I'm helping you become a stronger financial decision-maker in your own business.We'll use your financial information to understand what's happening, prepare for what's coming and work through the decisions your business is asking you to make.

You keep working.You'll use your CFO Breakthrough workspace to update your information, complete the work we're building together and take your CFO Moves.And when something comes up? Bring it to The Boardroom. You don't have to hold onto a question until the next live session.

They're designed to solve two different problems.CFO Breakthrough is for your business finances: cash flow, forecasting, owner pay, profit, financial decisions, and building the systems you need to lead the money your business produces.MTE focuses on your personal finances.If your biggest concern is what’s happening inside your business, CFO Breakthrough is the conversation we need to have.