Knowledge That Goes
Beyond the Numbers
Courses, workshops, and resources designed to give business owners the financial fluency of a seasoned CFO — without the full-time price tag. Our education programs are coming soon. Join the waitlist to be the first to know when they launch.
CFO-Level Insight
Learn directly from someone who has operated as a CFO for 12+ years — not a textbook author.
Built for Founders
Every course is designed specifically for business owners, not accountants or finance professionals.
Practical & Actionable
No theory for theory's sake. Every lesson comes with tools, templates, and immediate next steps.
Exit-Focused
All education is framed around building a business that is fundable, saleable, and valuable.
What We Offer
Beyond the Numbers: Financial Mastery for Business Owners
Transform your relationship with your financials. Learn to read, interpret, and leverage your numbers to drive strategic decisions — without needing a finance degree.
Format
Self-paced video course
Duration
6 modules
Level
All Levels
What You'll Learn
- Read and interpret your P&L, balance sheet, and cash flow statement
- Identify the financial levers that drive profitability
- Build a simple financial dashboard for your business
- Make confident, data-driven decisions every month
From Messy Middles to Sellable Assets
A deep-dive workshop on building financial systems and AI-enabled reporting that make your business acquisition-ready. Designed for founders who are 2–5 years from exit.
Format
Live workshop + recordings
Duration
Full-day intensive
Level
Intermediate
What You'll Learn
- Audit your current financial systems for buyer readiness
- Implement AI-enabled reporting and dashboards
- Normalize EBITDA and identify hidden value
- Build a 12-month financial clean-up roadmap
Strategic Exit Planning for Founders
A comprehensive masterclass covering the full 3–5 year roadmap for founder-led businesses preparing for a strategic exit — from financial positioning to deal readiness.
Format
Multi-session masterclass
Duration
4 sessions
Level
Advanced
What You'll Learn
- Build a 3–5 year exit timeline and financial roadmap
- Understand what buyers look for in due diligence
- Position your business for premium valuation
- Navigate the deal process with confidence
The Fractional CFO Launch Roadmap
The complete visual framework for understanding how fractional CFO services work — from initial engagement through financial transformation and exit readiness.
Format
Visual framework + guide
Duration
Self-paced
Level
All Levels
What You'll Learn
- Understand the full fractional CFO engagement model
- Map your business to the right service tier
- Identify your highest-leverage financial priorities
- Build your CFO services roadmap
Let's Find the Right
Path for You
Book a complimentary call with Julie to discuss your business goals and find the right course, workshop, or CFO service for your situation.