Stop Running Your Business Blind

Get CFO-Level Insight Today

Stop Running Your Business Blind

Get CFO-Level Insight Today

If you’re tired of running your business with confusing reports, unclear numbers, or gut-feel decisions, this 90-minute CFO Mini Session is designed to give you clear, actionable insights, without committing to a long-term engagement.

"Cody helped me understand my real profit per product, not just sales volume. It completely changed how I plan inventory and marketing spend."

— Online Boutique Owner

"This call gave me more clarity in an hour than I’ve had in years of running my business. It was straightforward and actionable."

— Creative Agency Founder

"I finally see which clients drive profit and which just eat time. Cody helped me build a plan to scale without burning out my team."

— Managed Service Provider

Let's Face It...

Running a business without clarity creates stress and missed opportunities.

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Problem #1

"Not knowing if you can afford to hire or expand."

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Problem #2

"Guessing at cash flow and running into painful surprises."

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Problem #3

"Working with financial reports that don’t actually guide decision-making."

The Solution

In just 90 focused minutes, you’ll walk away with:

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Solution #1

A clear picture of your financial health.

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Solution #2

Practical insights into profitability and cash flow.

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Solution #3

Tailored recommendations for smarter growth decisions.

Plus So Much More!

What’s Included in the CFO Mini Session?

This isn’t theory. You’ll get practical advice tailored to your business — the kind of clarity most small businesses don’t get until they’re paying six figures for a CFO.

90 minute private strategy call with Cody Wilkinson, Founder of The Pro CFO.

  • Dedicated one-on-one time focused 100% on your business.

  • Direct access to nearly two decades of CFO experience.

  • A conversational, no-fluff approach that turns numbers into real decisions.

  • The chance to ask any financial question on your mind.

A review of your financial snapshot (cash flow, profitability, and growth capacity).

  • Quick analysis of your current financial position.

  • Identify hidden leaks in cash flow or spending.

  • Clarify which products, services, or clients are truly profitable.

  • Understand your real capacity for growth and investment.

A customized action plan you can immediately implement to improve your numbers.

  • Step-by-step recommendations tailored to your business.

  • Simple changes that can create immediate clarity and impact.

  • Guidance on which financial metrics matter most for you right now.

  • Prioritized next moves to improve profitability and cash flow.

Clear next steps so you know exactly where to focus.

  • A practical roadmap that removes uncertainty.

  • Confidence in where to invest your time and resources.

  • Options for continued support if you want ongoing CFO guidance.

  • Peace of mind knowing you’re no longer guessing.

Who Is This For?

  • Business owners serious about growth but stuck in financial uncertainty.

  • Leaders who want better reporting, insights, and confidence in decisions.

  • Small businesses who need CFO-level guidance.

What Categories Do We Focus On?

  • Cash Flow & Liquidity

  • Profitability by Service/Product

  • Budgeting & Forecasting

  • KPI Tracking & Reporting

  • Pricing & Cost Structure

  • Growth Capacity & Scaling Decisions

  • Financial Processes & Efficiency

Who Is This NOT For?

  • Businesses under $500K in annual revenue.

  • Owners looking for a just a bookkeeper or tax preparer.

  • Business owners not ready to implement change or take action.

  • Anyone expecting a “magic fix” without putting in the work.

Frequently Asked Questions

What happens after I book?

You’ll receive a short intake form so I can review your financial processes and numbers ahead of time. That way, our session is focused 100% on strategy and solutions rather than gathering information.

Do I need clean books before this call?

No. Even if your books are messy, we can still uncover clarity and highlight areas to fix. Although, this will most likely be a key item to resolve moving forward.

Is this just a sales pitch?

Absolutely not. You’ll get real financial insight and a clear action plan, whether or not we work together again.

What’s the cost?

The CFO Mini Session is $247 for 90 the minute session, plus the 30-60 minutes that we take to review and prepare for the session.

Can I apply this toward ongoing services?

Yes — the full cost of your Mini Session can be credited toward a future engagement with The Pro CFO.

Is there a guarantee?

Absolutely! Your CFO Mini Session comes with a 7-Day Satisfaction Guarantee. If you are not completely SATISFIED, contact us within 7 Days for a full refund, no questions asked!

Stop guessing. Start deciding with clarity.

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DISCLAIMER: The sales figures stated on this landing page and discussed in the  Foundations are our personal sales figures and in some cases the sales figures of previous or existing clients. Please understand these results are not typical. We’re not implying you’ll duplicate them (or do anything for that matter). The average person who buys “how to” information gets little to no results. We’re using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT PURCHASE The Foundations Program.