Finally, Build the Profitable Business You've Been Dreaming Of (Without Drowning in Financial Chaos)

Transform your business from financial overwhelm to crystal-clear confidence 

with the complete Financial Foundation Starter Kit

Introducing: 

The Financial Foundations Starter Kit

Your complete roadmap to financial clarity and confidence, designed specifically for service-based business owners who are ready to level up their financial game.

What's Inside The Kit:

ProfitWay Dashboard ($297 value)

Your Business Pulse at a Glance: Profit, Clarity, Confidence.

>> Custom visuals and easy-to-use interface <<

>> Your business pulse at a glance <<

>> Crystal-clear visibility into income, expenses, and profit <<

The ProfitWay Dashboard gives you a crystal-clear view of your business finances, empowering you to make strategic decisions with ease. With three ready-to-use dashboards that track your income, expenses, and profit, it’s never been simpler to assess your financial health and progress toward your goals. Using Google’s free Looker Studio, the ProfitWay Dashboard aggregates your transactions, providing insights by category and month so you can understand cash flow trends over time. Complete with customizable visuals, video training, and an easy input sheet, it’s the perfect tool to confidently steer your business growth.

Financial Focus Templates ($197 value)

Organize, Empower, Excel

>> Never miss a deadline again <<

>> Choose from ClickUp, Asana, or Google Sheets <<

>> Complete mini-course for quick setup <<

Financial Focus is your all-in-one tool for organizing business finances and empowering you to be a proactive CEO. Specifically designed for US-based businesses, this organizer helps you stay ahead on tax filings, payments, and financial tasks, so you never miss a deadline. With templates for ClickUp, Asana, and Google Sheets, plus a mini-course for quick setup, Financial Focus ensures that you’re always in control and prepared. It’s the ultimate system for a streamlined tax season and a clear financial path forward.

Service-Based Business Guide ($147 value)

Launch Confidently: Your Financial Roadmap to a Financially Sound Business

>> Step-by-step setup instructions <<

>> Legal structure guidance <<

>> Banking and accounting setup made simple <<

The How To Start Your Service-Based Business Guide is the essential, step-by-step roadmap to help you establish your business on a solid financial foundation. Designed for service-based entrepreneurs—from solo contractors to large agency teams—this guide helps you navigate critical business essentials, like choosing a legal structure, acquiring your EIN, setting up a business bank account, managing invoices, and organizing your accounting. With insights from a financial professional, you’ll be equipped to minimize taxes, protect your business, and build a future you’re excited about.

2024 Estimated Tax Calculator ($197 value)

Stay Ahead of Taxes, Stress-Free

>> Stress-free quarterly tax planning <<

>> Simple inputs, powerful outputs <<

>> Stay ahead of tax obligations <<

The Estimated Tax Calculator is a straightforward, easy-to-use spreadsheet that helps you calculate and plan for your quarterly tax payments with confidence, designed just for you! Simply input your income details, and the calculator does the rest—ensuring you’re prepared for every tax deadline without the guesswork. Perfect for business owners who want to stay on top of their taxes and avoid surprises (and penalties!).

BONUS: 2025 Estimated Tax Calculator Upgrade in Spring 2025 ($197 value)

Stay Ahead of Taxes, Stress-Free

>> Stress-free quarterly tax planning updated for 2025 when data is available <<

>> Simple inputs, powerful outputs <<

>> Stay ahead of tax obligations <<

This is the 2024 version of the Financial Foundation Starter Kit. Upon receiving access to this version, you will also guarantee FREE access to the 2025 version of the Estimated Tax Calculator when it’s available!

Only  $357

Value: $1035 

Nearly 65% OFF!

That's exactly why I created the Financial Foundation Starter Kit. I've taken everything I learned from my Big 4 accounting background, my experience helping hundreds of service-based businesses scale, and my own journey as a business owner to create something that actually works for real entrepreneurs like you.


My mission? To help you stop stressing about the details and start feeling empowered as the CEO you are. Because building a legacy business that provides both wealth AND a lifestyle you love shouldn't require an accounting degree (trust me, I already got one so you don't have to! ).

Ready to Transform Your Business's Financial Future?

Disclaimer: While this kit provides valuable insights, it's important to note that every business has unique circumstances. For personalized advice tailored to your specific situation, please consult with a qualified tax professional. Our goal at CBFS is to empower you to make informed decisions that support your business growth and personal wealth-building objectives.

Why This, Why Now?

Let's be real - the cost of financial chaos is way higher than this investment.
Think about:
  • The stress of scrambling for tax payments
  • The money left on the table from poor financial decisions
  • The opportunities missed because you didn't have clarity
  • The peace of mind you're sacrificing
  • Total payment
  • 1xThe Financial Foundation Starter Kit$357
    -+

All prices in USD

  • 01Customer
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