Gain clarity, confidence, and control
over your numbers so you can grow
a more profitable business.
You're wearing all the hats, making all the decisions, and carrying the full weight of growth on your shoulders. Revenue looks healthy, but behind the scenes, you're making critical financial decisions without enough clarity. Cash flow feels unpredictable. Tax season brings surprises. And you know there's a better way. You just haven't had the structure to build it.
Build the financial foundation that transforms chaos into confidence. Each pillar gives you the structure, tools, and clarity to lead your business like a true CFO.
This isn't a pre-made template. Throughout the course, you'll complete guided frameworks, financial assessments, and operational worksheets that become your own customized playbook, built for your business, by you.
This course is designed for business owners who are tired of making financial decisions in the dark. You're the one everyone depends on, juggling operations, sales, strategy, and finances all at once. You know your financial systems need more structure, but hiring a full-time CFO isn't realistic yet.
You want peace of mind, clarity, and control. You want to make faster, better decisions. And you're ready to build the financial foundation that supports sustainable growth.
With over 25 years of experience and more than 10,000 tax returns filed, Shannon has dedicated her career to helping business owners take control of their finances and build sustainable, profitable companies.
As an Enrolled Agent, the highest credential awarded by the IRS, Shannon brings deep expertise in tax strategy, financial systems, and CFO-level thinking to business owners who are ready to move from reactive chaos to proactive leadership.
Through CEO Edge 360 and the CFO Edge Course, Shannon teaches women entrepreneurs the financial frameworks that transform overwhelm into clarity, guesswork into strategy, and reactive decisions into proactive control.
Do the work and you're protected. Complete the course, implement the assignments, and if you don't gain real clarity and control over your business finances, I'll refund 100% of your purchase, anytime within 12 months. This guarantee is built to reward action-takers.
How the 12-Month Action-Taker Guarantee works. If you complete the entire course, implement the required assignments, and do not experience meaningful improvement in your financial understanding of your business, I will refund 100% of your purchase price within 12 months of purchase.
What counts as doing the work: complete all 10 modules and submit the required assignments: all video lessons; the Accounting Health Checkup before and after the course; the CFO Business Playbook exercises; a documented business budget; documented KPIs and financial metrics; the basic internal controls; a cash flow planning exercise; the tax planning exercises; and upload all required worksheets and implementation documents in the course portal.
What counts as "no results": this course does not guarantee a specific dollar amount of profit, revenue, cash flow, or tax savings. "No results" means that after completing everything, you can demonstrate that you don't have greater clarity about your finances than when you started, your post-course Checkup score didn't improve, you can't identify your key metrics, cash flow, budget, or tax opportunities, and you didn't gain practical financial systems or controls.
How to request a refund: submit proof of completion of all 10 modules, your completed CFO Business Playbook, your pre- and post-course Checkup results, your completed templates and worksheets, and a short written summary of how you implemented the material and why you didn't get the outcome. All documentation must be submitted within 30 days of completing the final module. After review and verification it was done in good faith, your full refund is issued.
Not sure if this course is right for your business? Schedule a call with Shannon to discuss your goals and see if this program is the right fit.
Schedule a Call with ShannonStep fully into your role as the CFO of your business. Build the financial foundation that transforms overwhelm into clarity, guesswork into strategy, and reactive decisions into proactive leadership.
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