CFO in a Box

Unpack Your Business's Financial Potential

You’re Invited to Join CFO in a box.

Is money holding you back from your mission?

If you feel like no matter how meticulously you manage your finances, you’re left with a tangled web of questions and worries, you aren’t alone.

Understanding and mastering the money aspects of your business often feels daunting. Even if your business is profitable, lack of certainty around your finances means you’re almost certainly leaving cash and opportunity on the table. It’s not just about raking in more revenue; it’s about having a clear financial roadmap and the confidence to navigate it.

CFO in a Box is designed to help guide you through the financial labyrinth, simplifying complex concepts into digestible, actionable insights so you finally feel empowered to make your money work for you.

Because your business’s financial clarity is worth it, and so are you.

Enroll Today

You deserve financial confidence and clarity.

We’ve worked hard to develop CFO in a Box, a one-of-a-kind DIY financial management course, designed to empower you with the financial skills, resources, and support you need to take charge of your business’s finances confidently.

I Want In!

What could financial clarity do for you?

Imagine a day, just a few weeks from now, you wake up to the serene sound of certainty: the numbers add up, your cash flow is smooth, and your financial statements read like a success story you authored.

With CFO in a Box, our goal is to help you turn a foggy financial path into a sunlit road to growth. No more staring blankly at spreadsheets of confusing figures. No more dread when you look at your bank account. You don’t just know where your money is, but where it can take you.

Picture yourself making bold, strategic decisions with the confidence of a seasoned CFO. Investments? They’re calculated. Expenses? Optimized for efficiency. Every financial move is a step towards your business goals.

Envision your business blooming, not just in revenue but in resilience and reputation. You negotiate deals with the upper hand because you know your financial standing down to the penny. You’re not just keeping up; you’re setting the pace in your industry.

This is not just a dream — it’s a destination. CFO in a Box is your compass, your map, and your travel companion, guiding you to the financial future you and your business deserve. A future where clarity isn’t just about money — it’s about the freedom and peace that come with it.

Why CFO in a Box?

CFO in a Box is not just another course; it’s a comprehensive financial empowerment solution designed to provide you with the skills, resources, and support you need to confidently take charge of your business’s finances.

Save Your Spot

By joining CFO in a Box, you get:

  • Simplified Content: Say goodbye to complex terminology and overwhelming concepts. We break down financial principles into easy-to-understand modules.
  • Practical Tools: CFO in a Box equips you with tools and strategies to stabilize your income and plan for the future.
  • Personalized Support: With CFO in a Box, you’ll have access to our team of financial experts who are ready to guide you through each step of this process. Get the expert guidance you need, precisely when you need it, to move your business forward.
  • Actionable Insights: CFO in a Box isn’t a bunch of lengthy lectures. We give you actionable insights so you can get to work on boosting your business’s financial health the moment you are ready.
  • Supportive Community: You’re not alone in this journey. With CFO in a Box, you have access to our student-only Facebook group, where you can ask questions and get support.
  • Flexible Learning: We offer structured guidance without pressure. Move at your own pace, knowing the path to financial success is laid out for you.

CFO in a Box is your key to financial empowerment. Join us to transform your financial future and confidently steer your business toward success.

Who should join?

CFO in a Box could be the perfect fit for you if any of these resonate with you:

  • You feel totally overwhelmed by your business’s finances, but you aren’t in a place financially to outsource your accounting. You’re ready to get a foundational understanding of your business’s finances so you can take charge of the financial future of your business with confidence.
  • You’ve been in business for a while and have confidence in your proven product or service. Even though you have a reliable, consistent cash flow, you recognize the need for a stronger financial foundation to scale and ensure the long-term success of your business.
  • You find yourself stuck in a cycle of feast and famine. During good times, business is thriving, but during slow seasons, making ends meet becomes a struggle. You’re ready to establish a financial foundation for your business, maintain a consistent cash flow, and build for the future.
  • You have a deep passion for what you do, but financial matters have been an uphill battle. Regardless of your efforts, making a profit from your business seems impossible. You’re ready to uncover the solution and make this “business thing” work for you while ensuring the health and sustainability of your business.

I Want In!

What you’ll receive when you enroll…

When you enroll in CFO in a Box, you’ll gain exclusive access to a wealth of resources and support designed to transform you financial understanding and success.

Here’s a glimpse of what you’ll receive for only $549:

  1. The CFO in a Box Course: Get unlimited Access to our exclusive program with over 40 business lessons designed to empower you with financial expertise.
  2. Access to Financial Experts: Need help with the course? We’ve got you covered! In our exclusive CFO in a Box Facebook group, you’ll have access to our team of financial experts who can answer your questions.
  3. Private Student-Only Community: Gain access to our exclusive CFO in a Box Facebook group, where you can connect with fellow students, get ongoing support, and ask questions, creating a network of like-minded professionals.

Join for only $549 and

Gain the Financial Confidence You Deserve

Enroll Now

CFO in a Box is Hosted by Anne Napolitano

Meet the CFO behind CFO in a Box, Anne Napolitano. With over 30 years of experience in the industry, Anne is not just an expert in accounting and financial management; she’s a passionate advocate for small businesses’ success.

As a QuickBooks Certified ProAdvisor and Xero Silver Partner, Anne specializes in financial and small- to medium-sized business consulting. Her mission is to ease the pain of business finances, especially for small business owners who might find accounting daunting, especially without prior financial management knowledge.

Anne has dedicated her career to simplifying complex financial concepts and empowering entrepreneurs to make informed decisions. She has served as an outsourced CFO for numerous businesses, guiding them through a variety of challenges including scaling, franchising, and overcoming cash flow issues. Her practical experience, combined with her deep financial knowledge, makes her an invaluable asset for any entrepreneur looking to navigate the complex world of business finances.

A note from Anne:
“As your financial ally, and I’m thrilled to embark on this CFO in a Box journey alongside you. I’ll be sharing my insights, expertise, and strategies to help transform your financial understanding and empower you to make informed, strategic decisions for your business. Our journey together as Founding Members is a unique opportunity for us to collaborate closely, and your feedback will be invaluable in shaping this program for future members. Together, we’re building a brighter financial future for your business!”

Here's what we'll cover in CFO in a Box...

Module 1

Financial Management Basics

Learn the fundamental concepts of financial management to lay a solid foundation for your business's financial health.
Module 2

Financial Basics Audit

Conduct an audit to ensure your financial basics are in place, like having separate bank accounts, to promote better financial management.
Module 3

Software Set-Up & Clean-Up

Set up accounting software for your business or, if you already use accounting software, learn how to tidy your books for more accurate data.
Module 4

Build Your Bookkeeping System

Establish a reliable bookkeeping system to accurately track your financial transactions and maintain organized financial records.
Module 5

Decipher Financial Statements

Understand how to read and interpret financial statements to get a clear picture of your business's financial position.
Module 6

Managing Your Cashflow

Learn effective strategies to manage your cash flow and ensure your business has the liquidity it needs to operate smoothly.
Module 7

Budgeting and Forecasting

Create realistic budgets and forecasts to plan for your business's financial future and make informed financial decisions.
Module 8

Metrics and Decision-Making

Explore key financial metrics and learn how to use them to make smarter, data-driven business decisions.
Module 9

Streamlining Your Processes

Now that your financial foundations are set, discover strategies to streamline your processes even further for better efficiency and consistency.

FAQs

What exactly is CFO in a Box?

CFO in a Box is our exclusive financial management course that gives you the tools, knowledge, and skills you need to confidently take charge of your business’s finances.

In addition to the course material, you will have access to our exclusive CFO in a Box Facebook group, where you can connect with our financial experts and other course members.

When do I get access to the course?

You’ll get immediate access to the CFO in a Box course.

How much time is this going to take?

The course contains 8 modules that you can complete at your own pace. As a guideline, the course content will take 30-60 minutes to review, although application of the strategies and action steps may take 2-3 hours per week.

Since you will not lose access to the course, there is no rush to complete each step and you can work through the content as your schedule allows.

Who is this NOT for?

CFO in a Box is not a good fit for anyone who:

  • Is confident in their financial management system and is not interested in changing it.
  • Is looking to improve their personal financial management. Although some principles can apply to business and personal finances, this program is geared specifically toward businesses.
  • Is seeking a quick fix or fast cash. This program is structured to make incremental changes to build a more solid foundation, not to make you $10K overnight 😉
  • Is unwilling to engage with technology. We take a tech-forward approach to accounting and, although we do our best to break things down into the simplest terms and steps possible, if you are tech-averse or not willing to explore software to improve your system, this may not be a good fit.
  • Are expecting one-on-one financial consulting. This program is meant to help you build a reliable, streamlined financial management system yourself with expert guidance. If you are looking for an accountant or CFO to do the work or to advise you 1:1, please reach out to use here.
What if I have questions or run into issues while going through the program?

You will have access to our team via email.

Your journey to financial empowerment starts here.

Are you ready to take control of your business’s financial future?

Secure your spot now to get a wealth of financial resources, expert support, and a community of like-minded business owners. Together, we’ll empower you to take control of your business’s finances and steer it toward long-term success.

Let’s Do This!