March Cohort Now Open
Stop Losing Weekends
to Spreadsheets
A hands-on Academy for owner-operator CFOs in professional services who are tired of manual reporting, fragile spreadsheets, and losing weekends to Excel.
Sound familiar?
If you're running finance inside a professional services business, you're probably dealing with:
Endless Excel files held together by fragile formulas
Manual consolidation and copy-paste reporting every month
No clean view of WIP, cashflow, or forward-looking numbers
Reporting that eats into nights and weekends
Knowing something needs to change — but not having the time, budget, or headcount to fix it
This isn't a skills problem.
It's a systems and workflow problem.
What is Academy?
Academy is a live, practical enablement program designed for owner-operator CFOs and partners in professional services SMEs.
It shows you how to:
Reduce spreadsheet dependency
Automate recurring reporting workflows
Build clearer, more reliable management reporting
Use modern tools and AI responsibly
No theory. No hype.
Just workflows you can apply immediately.
Who It's For
Academy is designed specifically for:
Owner-operator CFOs
Partners and founders wearing the "finance hat"
Accounting and bookkeeping firm owners
Small consulting, engineering, and professional services leaders
If you're personally responsible for the numbers — this is for you.
How It Works
Live, hands-on sessions
Not pre-recorded fluff
Practical walkthroughs
Using real examples
Focused curriculum
Reporting, consolidation, forecasting, and decision visibility
Small cohort size
For interaction and real application
The first cohort launches in March.
Why This Is Different
Most "finance" or "AI" programs:
Are too generic
Assume big teams or enterprise budgets
Focus on tools instead of outcomes
Academy is different
Built for small teams with real constraints.
The goal is simple: Get your time back and improve clarity — without hiring more people.
Interested in the March cohort?
We'll reach out with details and next steps.