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You don’t need more random advice
You need real strategy from a seasoned CPA/CFO
You’ve outgrown the crowdsourced templates and the hot takes from people who don’t understand your business. What you need now is structure, built by someone who’s been in the numbers for over 20 years and has spent 15 of those as a CFO and CPA for real businesses.
This bundle gives you proven systems to help you lead with insight, strategy, and steady decision-making.
All in one place. All built to work together.
What is it?
The Integrated Business Bundle is a complete financial leadership system designed for business owners, not accountants.
It includes:
A plug-and-play cash flow forecast so you always know what’s coming
A proven pricing system so you stop second-guessing what to charge
A strategic planning toolset so your goals, time, and energy stay aligned
And a bonus mindset guide to help you lead with both logic and emotional intelligence
This isn’t just a stack of templates.
It’s the full framework to help you run your business like the strategic leader you already are.
Why this bundle works when others don’t
Most tools are either too vague to be useful or too complicated to follow.
You get pretty templates that collect dust or complex spreadsheets that require an accounting degree.
This system is different.
Each piece is made for how business owners actually think and decide.
The instructions are simple. The setup is fast. The weekly habits are realistic. And the systems work together so nothing slips through the cracks.
It doesn’t overwhelm you. It anchors you.
When you buy, you get instant access to:
1. The 13-Week Cash Flow Control System
A visual forecasting tool that shows you what cash is coming in, what’s going out, and what’s safe to spend. Built to help you stop guessing and plan ahead.
2. The Confident Pricing System
A step-by-step framework that shows you how to price your offers, services, or packages with logic and profit in mind. No more pulling numbers out of thin air.
3. The Integrative TRIO
A three-part strategy and performance system that helps you define your direction, track the right numbers, and optimize your time and energy so your business grows without chaos.
Bonus: The Missing Link - EQ + IQ
A mindset guide that helps you make better financial decisions by connecting emotional intelligence to what your numbers are telling you. Because strategy without self-awareness doesn’t stick.
Who this is for
This is built for the business owner who:
Has real revenue but no system behind it
Feels like they’re constantly reacting instead of leading
Wants better visibility without becoming a spreadsheet junkie
Is ready to make smart decisions and stop feeling scattered
The before and after
Before:
Pricing based on comparison or emotion
No clue what’s safe to spend
Goals that change every 30 days
Constant second-guessing or putting things off
After:
Real-time insight into what your business needs next
Aligned pricing backed by actual logic
A system to support your goals every single week
Calm, steady leadership in how you run and grow your business
What real users are saying
“I used to panic every time payroll came up. Now I check my dashboard, make a plan, and move on. It’s wild how much this changed for me.”
Sarah L.
“This bundle gave me a way to connect the dots between vision, pricing, and cash flow. For the first time ever, I feel like a real CEO.”
Elise T.
“It’s not just financial tools. It’s a system for leading your business without the mental gymnastics. I’ve never felt so in control.”
Marcus D.
Save over $400 when you bundle
Each product is available on its own. But when you get the full system, you save 30% and finally have everything working together.
Individually: $1,391
Bundle price: $997
Set it up once. Use it every week.
Lead your business with the structure and strategy it’s been missing.
Click below to get instant access and start leading like the CEO you are.