A test-drive of financial leadership

Guided Money Tours

Grow Beyond Accounting into Financial Leadership.

Most small businesses are built around bookkeeping and tax compliance. As revenue grows, financial complexity grows with it. Yet, how decisions are made never changes at the same pace.

Owners look at reports. They track revenue. They watch expenses. Few are ever taught how a CFO uses this same information. That is the gap Guided Money Tours™ closes.

This is not about producing better reports. It is about strengthening how you see and use your numbers, anticipate what comes next, and lead with disciplined financial decisions.

Guided Money Tours™ is structured as a progression. You can begin with Smart Money Management, move into practicing CFO Thinking in a cohort setting, or go deeper through a private immersion where we apply CFO-level analysis directly to your business.

Choose the level of financial leadership your business is ready for.

Guided Money Tours™ – Your Path to Confident Financial Leadership

SEE. ANTICIPATE. LEAD.

See: Understand what your numbers actually mean — where money flows, where pressure builds, and what truly matters.

Anticipate: Identify the drivers of margin, cash, and risk before problems surface.

Lead: Turn insight into disciplined decisions that move your business forward intentionally.

3 Guided Money Tours

Choose the Guided Money Tours™ experience that fits your needs right now: Introduction, Cohort Experience, or Private CFO Immersion.

Option 1: Introduction to Smart Money Management

90 Minutes | $499 | Groups up to 10

This focused 90-minute session introduces the foundations of The CFO Thinking Method™. You will learn:

The difference between accounting and finance
Why financial leadership exists in larger companies — and why small businesses often lack it
The six essential financial roles every growing business needs
What each role does — and does not do
How to strengthen expectations across your financial support team

This session reframes how you see your numbers and your financial structure. It is the starting point for Smart Money Management.

Option 2: Guided Money Tours™ Cohort

The CFO Thinking Method™ in Practice

Five Weeks | $1,500 | Limited to 5 Owners

This five-session immersion walks you step-by-step through The CFO Thinking Method™ in a structured, small-group setting.

60–90 minute live sessions
Begins on or around the 1st or 3rd Monday of each month
Limited to two cohorts per month
Five business owners per group

Each session builds on the previous one using a prepared financial case study modeled on real small business scenarios.

You learn the method first. Then you apply it inside your own business.

Session 1 — See Clearly

What CFO Thinking actually means:

Why small business owners experience a financial leadership gap
Transform accounting into forward-focused decision-making
Set expectations for your financial support team

Session 2 — See the Flow

How money moves across the Income Statement, Balance Sheet, and Cash Flow Statement

Trace performance patterns
Identify early warnings and hidden wins
Turn reports into actionable insight

Session 3 — Understand the Drivers

Margins, Costs & KPIs

Revenue and margin structure
Cost behavior and cash drivers
Create metrics that truly matter

Session 4 — Anticipate Forward

Financial Planning Discipline

Build measurable business assumptions
Forecasting fundamentals
Anticipate financial pressure before it appears

Session 5 — Lead with Discipline

Smart Money Management in Action

Convert insight into structured decisions
Build a focused 90-day financial action plan
Align your financial team around clear expectations

Participants Receive

CFO Thinking Method™ workbook
Structured financial case study packet
KPI development templates
Financial driver worksheets
Forecasting template
90-day action plan framework
Financial team expectation checklist

By the end of the cohort, you will not just review reports. You will think differently about your business.

Option 3: Private CFO Immersion Tour

$7,500

This private engagement mirrors the cohort curriculum—applied directly to your business. You will see what a CFO sees in your numbers and receive clear, disciplined recommendations for what to do next.

Includes:

Comprehensive Financial Review

Three-year historical performance analysis
Margin structure evaluation
Cash flow pattern assessment

CFO Diagnostic Assessment

Identification of margin leaks and cash pressure points
KPI effectiveness review and refinement
Financial reporting clarity evaluation

Forward-Focused Planning

Two-year financial forecast and budget
Clear performance targets
Risk and opportunity mapping

Financial Leadership Roadmap

90-day financial action plan
Defined expectations for your financial support team
Strategic priorities aligned to profitability and long-term value creation

30 hours of dedicated CFO-level analysis and advisory.

Available virtually or in person.
On-site leadership team intensives available upon request.

Enrollment & Scheduling

Smart Money Sessions (90 minutes) are offered monthly on the 2nd and 4th Wednesdays, 1:00–2:30 EST.

Cohorts begin on or around the 1st and 3rd Monday of each month. Exact dates and times are finalized once cohort membership is confirmed.

Limited to two cohorts per month. Five participants per cohort.

Schedule a Call

Frequently Asked Questions

We are here to help. Reach out to us if you have any additional questions!

Guided Money Tours is a one-stop, 360° experience that covers what you must know to confidently manage your business’ money. As we walk through your numbers and the stories they tell, we answer the questions that frustrate and confuse. Where does my profit go? What should I do with the reports my accountant gives? How do I decide which option to choose? It’s a jump start to financial confidence, with a friendly, expert guide.

There are three separate sessions:

Tour #1 – Your Team is a 1-hour story about the people manage your money.
Tour #2 – Your Story is a 2-hour reveal of your financial statements, their story of what happened, and what you should do next with them.
Tour #3 – Your Future is a 2-hour experience designed to show the benefits of looking, and leading, to where your business is going, now and down the road.

We can move at your pace, but the intention is to complete all three tours within 5 weeks.

Each tour has a separate focus:

Tour #1 – who is on your team, what they do/don’t do, how to hire, set expectations, and fire. You get the understanding you need to ensure you get value from your partners.
Tour #2 – a discovery of your Income Statement, Balance Sheet, and Cash Flow, and how money ‘flows’ across them and where it goes. We analyze three years to give you a CFO’s view of your story and recommend next steps.
Tour #3 – a financial forecast based on your expectations, and a tool to track your results.

The exact route we take depends on your business and priorities.

You’ll leave with a new-found confidence that:

- Financial knowledge is incredibly empowering
- Financial statements are no longer mysterious, and you know what to do with them
- “Budget” is not a dirty word
- Looking ahead can relieve a lot of anxiety
- You know how to consume financial information, without making financial sausage

Some clients choose to continue with monthly check-ins or broader CFO support — but there’s no obligation.

"You are proposing a life-changing overview of my business finances…and I’m very excited about that..!"

Deb Yelvington

Owner, Dynamic Permits

Contact Us Today

Contact Info

lcorazzi@data2profit.net

920-948-3355