Business Money Mastery Course | Shannon Sheridan EA
The Business Owner's Blueprint

Business Money
Mastery Course

Gain clarity, confidence, and control
over your numbers so you can grow
a more profitable business.

Enroll Now
🛡️
12-Month Action-Taker Guarantee

Move from Reactive to Proactive

From
Overwhelm & Guesswork
To
Structure, Insight & Strategic Action

You're the Chief Everything Officer

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.

The 10 Pillars of CFO-Level Mastery

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.

📒
01
Clean & Accurate Books
Your Financial Foundation
💧
02
Cashflow Mastery
Stop Guessing, Start Leading
📋
03
Documentation
Taming That Paper Monster
📊
04
Budgets & Forecasts
Your Spending Plan for Freedom
🧾
05
Tax Strategy
From Tax Crisis to Tax Power
🔐
06
Internal Controls
Protecting What You've Built
📈
07
Key Performance Indicators
Power in the Numbers
💬
08
Financial Meetings
Turning Talk into Results
💰
09
Cash Reserves & Contingency
Your Financial Safety Net
🎯
10
Succession & Valuation
Future Proofing Your Business

Build Your Personalized CFO Business Playbook

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.

Shannon Sheridan creating her CFO Business Playbook
Your CFO Business Playbook
A practical, strategic document that simplifies your financial systems, brings clarity to decision-making, eliminates unnecessary stress, and creates consistency across your business.

Built for the Chief Everything Officer

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.

Meet Your Instructor

Shannon Sheridan, EA

Shannon Sheridan, EA

Enrolled Agent · Federally Licensed Tax Practitioner

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.

By the End, You'll Say These 10 Things With Confidence

I keep clean and accurate books
I have a firm grasp on my cash flow
I organize and manage my financial documents and receipts
I create budgets and forecasts that guide decisions
I manage taxes proactively and strategically
I establish internal financial controls for protection and accountability
I track financial KPIs and metrics that drive results
I conduct regular financial meetings for alignment and growth
I build cash reserves and contingency plans for stability
I have a succession plan and understand my business valuation

Everything You Need to Master Your Money

🎥
30 Video Lessons
Self-paced training designed to fit your schedule, no matter how busy you are.
📋
Your Personalized Playbook
Build your own CFO Business Playbook as you complete each module.
💬
Weekly Q&A Calls
Get your questions answered live with Shannon and other business owners.
📧
Email Support
Direct access to support when you need guidance or have questions.
👥
Private Community
Connect with other Chief Everything Officers building their financial foundations.
📊
Worksheets & Templates
Guided frameworks and tools for every pillar of your financial system.

What You Get

Money Master Playbook
$329
Business Financial Systems Course
$2,495
Tax Strategy Foundation Training
$1,847
Cash Flow Management Framework
$1,485
Audit-Readiness Checklist
$748
Fraud & Embezzlement Protection Training
$749
Estimated Tax Planning Framework
$895
Business Measurement & Improvement Tools
$675
Proactive Meeting Structure
$548
Cash Reserve & Backup Account Planning
$549
Succession Planning & Business Valuation Basics
$1,895
Expert-Led Live Sessions
$5,948
Lifetime Access to Exclusive Materials
$1,847
Access to Shannon / Expert Guidance
$6,748
Total Value:
$26,758

Start Your Financial Transformation

$26,758
One-Time Payment
$997
Lifetime Access · Pay Once, Learn Forever
You Save $25,761
Enroll Now
🛡️
12-Month Action-Taker Guarantee
🛡️

12-Month Action-Taker Guarantee

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.

See full terms

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.

Shannon Sheridan, EA

Still Got Questions?

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 Shannon

Frequently Asked Questions

Who is this course for?
This course is designed for business owners, especially women entrepreneurs, who are the Chief Everything Officer of their company. You're making all the decisions, wearing all the hats, and ready to build stronger financial systems without hiring a full-time CFO.
How long does it take to complete?
The course is self-paced with bite-sized video lessons designed to fit your schedule. You can move through it as quickly or slowly as you need. Complete it in a focused weekend or spread it over several weeks.
Do I need an accounting background?
Not at all. This course is built for business owners, not accountants. Everything is explained in plain language with practical, actionable frameworks you can implement immediately.
What's the time commitment?
Each video lesson is 10-15 minutes. The worksheets and frameworks take additional time depending on your business, but everything is designed to be practical and immediately useful, not busywork.
How long do I have access?
You get lifetime access. Pay once and keep all course materials, community, and Q&A calls for as long as the program exists, including every future update.
How does the money-back guarantee work?
Business Money Mastery comes with a 12-Month Action-Taker Guarantee. If you complete the course, do the required assignments, and still don't gain real clarity and control over your business finances, I'll refund 100% of your purchase within 12 months. It's built to reward people who do the work. Full terms are in the guarantee section above.
Is this just for women business owners?
While the course is designed with women entrepreneurs in mind, the financial principles and frameworks work for any business owner ready to step into the CFO role with confidence.

Take Control of Your Money
and Your Future

Step 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.

Enroll Now
$997 · Lifetime Access · 12-Month Guarantee