Know Your Numbers -

The Business Owner's Financial Intensive

You built a business that works. But if the numbers still feel like something that happens to you — cash that disappears, margins you can't explain, a banker asking for projections you don't have — this program is for you.

Group Workshopping

What We Offer

Five group sessions. Two private 1:1 advisory sessions. Your own numbers, the whole way through.

  • a working 13-week cash flow forecast · a one-page KPI dashboard · a margin map of your products or services · a private written diagnostic of your business · a 12-month financial roadmap, pressure-tested one-on-one with a former banker and turnaround CFO.

    1. Read Your Business Like a CFO

    2. Cash Is the Business: the 13-Week Forecast

    3. Margins & Pricing: Where the Money Actually Is

    4. Banks, Credit & Capital: Becoming Bankable

    5. The Owner's Roadmap: Budget, Team & the Next 12 Months.

      A private kickoff diagnostic comes before Session 1; a private implementation session follows Session 5.

    • $1,450

    • Early enrollment (prior to 9/3/26) $1,250

    • Owner + team member $1,950 for two.

    • Cohorts capped at 10 businesses so the private sessions stay private.

    Banks, chambers, and business associations: sponsor a private cohort for your members — inquire about flat-fee hosting.

Plant growing out of cup of coins
Know Your Numbers
from $1,250.00
Limit 2 per order

Who It's For

Owners and owner-operators of businesses roughly $300k to $30M in revenue — trades, hospitality, retail, professional services, manufacturing, creative firms, and nonprofits. No finance background required. Bring your bookkeeper or GM at a team discount; the program lands hardest when two people hear it together.

Format

  • Five group sessions, 2 hours each, weekly — capped at 10 businesses per cohort

  • Two private 1:1 sessions with Eliana: a kickoff diagnostic and a closing implementation session

  • Templates included: 13-week cash flow model, KPI dashboard, budget & margin worksheets

  • Direct email access to Eliana for the duration of the program

What You'll Walk Away With

  • A working 13-week cash flow forecast for your business — live, not theoretical

  • A one-page KPI dashboard you'll actually use every month

  • Margin analysis showing which products, services, or customers make you money — and which don't

  • A private, written diagnostic of your company's financial position and top three priorities

  • A 12-month financial roadmap, pressure-tested 1:1 with a former banker and turnaround CFO