
At CEO Edge, We know what it feels like to be the Chief Everything Officer.
You’re the business owner wearing every hat — handling the finances, managing people, overseeing operations, and trying to keep up with marketing. We’ve been there. After decades working in accounting, taxation, operations, and strategic growth, We’ve helped thousands of business owners—especially in service industries like orthodontic and dental practices, as well as construction and trades—get out of the trenches and finally lead their companies with clarity and control.
Through fractional advisory, C-suite education, and personalized 6 & 10-week deep dive programs, We help business owners turn chaos into systems and overwhelm into strategy. You’ll gain a clear financial roadmap, an aligned team, efficient operations, and a growth-focused plan you can actually execute without having to hire a full-time CFO.
Whether you prefer to learn how to operate as your own CFO through guided classes or work directly with me to build and implement a 90-day plan, you’ll find solutions that fit your business, your pace, and your goals.
CEO Edge exists to help you stop surviving and start scaling — with clarity, profitability, and purpose.
COSTS
$230,000 to $400,000+
$50,000 to $150,000
• $127/mos-DIY course, after FREE trial
• $379/mos-90 day bootcamp with me, after FREE trial
• $6800- 6-Week CFO program
• $9800 – 10 week c-suite program
Primary Role
Runs the finance department
Provides strategic financial leadership
Trains the CEO to operate as the CFO
Cost Structure
High fixed salary and benefits
Monthly advisory retainer
Low fixed investment
Time Commitment
Full time employee
Part time engagement
Self-paced with ongoing access to a CFO
Decision Authority
CFO leads financial decisions
Advises owner on decisions
Owner makes informed decisions
Financial Strategy
Owned internally by CFO
Guided externally
Built internally by the CEO
Cash Flow Management
Daily management
Forecasting and oversight
CEO learns forecasting and control
KPIs and Metrics
Created and enforced
Identified and reviewed
CEO learns what to track and why
Budgeting and Forecasting
Built and maintained internally
Built and stress tested
CEO builds and understands forecasts
Systems and Tools
Depends on CFO background
Provided by advisor
Templates and playbooks included
Scalability
Fixed cost regardless of growth
Scales with engagement
Scales with business
Dependency Risk
High reliance on one person
Moderate reliance on advisor
Low reliance knowledge stays internal
Speed to Impact
Slow ramp up
Faster implementation
Immediate clarity and confidence
Best Fit
Large complex organizations
Growing businesses
Owners who want control and clarity
COSTS: $230,000 to $400,000+
Primary Role: Runs the finance department
Cost Structure: High fixed salary and benefits
Time Commitment: Full time employee
Decision Authority: CFO leads financial decisions
Financial Strategy: Owned internally by CFO
Cash Flow Management: Daily management
KPIs and Metrics: Created and enforced
Budgeting and Forecasting: Built and maintained internally
Systems and Tools: Depends on CFO background
Scalability: Fixed cost regardless of growth
Dependency Risk: High reliance on one person
Speed to Impact: Slow ramp up
Best Fit: Large complex organizations
COSTS: $50,000 to $150,000
Primary Role: Provides strategic financial leadership
Cost Structure: Monthly advisory retainer
Time Commitment: Part time engagement
Decision Authority: Advises owner on decisions
Financial Strategy: Guided externally
Cash Flow Management: Forecasting and oversight
KPIs and Metrics: Identified and reviewed
Budgeting and Forecasting: Built and stress tested
Systems and Tools: Provided by advisor
Scalability: Scales with engagement
Dependency Risk: Moderate reliance on advisor
Speed to Impact: Faster implementation
Best Fit: Growing businesses
COSTS:
• $127/mos-DIY course, after FREE trial
• $379/mos-90 day bootcamp with me, after FREE trial
• $6800- 6-Week CFO program
• $9800 – 10 week c-suite program
Primary Role: Trains the CEO to operate as the CFO
Cost Structure: Low fixed investment
Time Commitment: Self-paced with ongoing access to a CFO
Decision Authority: Owner makes informed decisions
Financial Strategy: Built internally by the CEO
Cash Flow Management: CEO learns forecasting and control
KPIs and Metrics: CEO learns what to track and why
Budgeting and Forecasting: CEO builds and understands forecasts
Systems and Tools: Templates and playbooks included
Scalability: Scales with business
Dependency Risk: Low reliance knowledge stays internal
Speed to Impact: Immediate clarity and confidence
Best Fit: Owners who want control and clarity

C-Suite Advisory Program
A 10-week personalized advisory program for CEOs, Founders, and Business Owners ready to align leadership, operations, and strategy across the business.
This engagement is fully customized based on the C-suite roles you need most, including CEO, COO, CFO, CTO, CSO, or CPO, so your focus stays on the areas that create the greatest return. You finish with a clear 90 day execution plan.
$9,800

CFO Advisory Program
6-week intensive program with direct advisory support designed to help you master your numbers and scale profitably. We start by reviewing your financial foundation, then move through cost reduction, tax strategy, cash flow, financing, and operational improvements that drive smarter decisions and sustainable growth. You finish with a clear 90 day execution plan focused on increasing profitability, reducing expenses, and paying less in taxes.
$6,800

SHE-Suite Academy: Business Money Mastery Boot Camp
Includes the DIY CFO Playbook plus 8 hours each month of live, CFO led implementation, support, and productivity sprints. These sessions bring the CFO’s Edge framework to life through guided execution and real time support, so you are actively applying it inside your business, not just learning it. When questions come up, you have direct access to an award winning CFO to help you move forward with clarity and confidence.
$379.00 / month

SHE-Suite Academy: DIY CFO Edge Playbook
The DIY course includes video instructions, templates, quizzes, and forms designed to help you master the money side of your business, plus access to a private community with ongoing support. The CFO’s Edge is built for the Chief Everything Officer, the business owner wearing all the hats, making all the decisions, and carrying the full weight of growth on their shoulders.
$127.00 / month
Better yet, schedule to see us in person!
CEO Edge
16703 Early Riser Ave., Ste. 524, Land O' Lakes FL 34638
Business hours
Mon 09:00 am – 05:00 pm
Tue 09:00 am – 05:00 pm
Wed 09:00 am – 05:00 pm
Thu 09:00 am – 05:00 pm
Fri 09:00 am – 05:00 pm
Sat Closed
Sun Closed
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