YOU'RE INVITED TO BE A FOUNDING MEMBER OF CFO IN A BOX. FOR FREE.

There is a small optional catch. We are offering CFO in a Box for free to our trusted colleagues as part of a live beta launch of the program. Our hope is that, in exchange, you will provide your honest feedback on the quality and curriculum of the program. We will ask you to attend at least one call with our team during the course and to submit at least one feedback form at the end of the course. More opportunities to submit feedback will be available, but all are optional. 

This is a live launch meaning we will actively be using your feedback to adjust and improve the course material. For example, if every Founding Member already uses accounting software, we may adjust Module 3 to focus more specifically on tidying and organizing that software rather than setting it up. 

It is also a beta launch, meaning that some systems or elements of the program may not be in their final form and there might be occasional hiccups along the way. During this phase, we are extensively testing and collecting invaluable feedback to rectify any glitches and to adapt the content and operations based on the practical experiences and suggestions from our Founding Members.

This unique approach allows us to mold CFO in a Box to better fit the requirements of our community while giving you a firsthand experience of the program and an opportunity to contribute to its final shape. By participating in our live beta launch, you're not just learning; you're contributing to the creation of a refined, user-centric financial management program. While we are working hard to ensure a smooth experience, we appreciate your patience and proactive feedback in case you encounter any unexpected issues or see areas for improvement.

You'll have a variety of opportunities for providing feedback to our team.

After each module, you'll find a feedback form specifically designed to capture your insights and experiences on the material covered. Additionally, we're organizing roundtable discussions where you can share your thoughts collectively with other participants and our team. For a more personalized touch, we will schedule individual meetings with our team to dive deeper into your feedback. Lastly, at the end of the course, there will be a comprehensive feedback form for you to share your overall experience and suggestions for improvement.

This is to ensure a thorough understanding of your perspective, enabling us to refine and enhance the program effectively.

You are under no obligation to submit any feedback, but we hope you at least submit the end-of-course form and join us for at least one brief call.

"CFO in a Box" is the name of a complete DIY financial management ecosystem, including our 8-week Financial Management Foundations course, the CFO in a Box community, and the CFO in a Box membership. 

Founding Members receive all three for free, meaning:

• You get access to the complete 8-week foundational course. 
• You'll help kickstart a rich, generous community of fellow DIY business owners. 
• You'll maintain lifetime* access to the increasing library of resources; the membership is slated to include additional guest expert trainings, mini-courses, challenges, and more after January 1, 2024. 

*Lifetime in this case refers to the lifetime of the program. 

The course lasts eight weeks, beginning October 16, with one module being released every 7 days. 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 as its released. However, we do ask that you only apply to be a founding member if you are confident you have the time to review course material so you can eventually submit your feedback. 

After the initial eight weeks, you will retain access to the community and membership material, which will be available to the public in January of 2024; there is no set timeline on these, as new material will be released regularly.

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 not willing to provide feedback on the course curriculum and quality. Founding Member access is specifically to help us perfect this program (or close to it!) before we launch publicly. 
• 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. 

Because we want to respect your time and ours! We want to ensure that you're a good fit for the program and will truly benefit from the resources and community we're cultivating. By hand-selecting participants, we aim to create a cohort of engaged, feedback-oriented individuals who are committed to growing and learning together. 

Your input as a founding member will be invaluable for refining the course, and we want to make sure that the dedication and effort from both sides will foster a valuable learning environment. 

You will have access to our team via email and the course community chat space. We will also be reaching out to your proactively each week and inviting you to submit questions. Don't worry; there's a lesson in the course that covers all of this, so you'll always have our contact info close by.

The "full version" of CFO in a Box is a bit of a misnomer; we plan to continue iterating and adding to all of the resources, even after we launch publicly. 

The first public cohort of the course will be in January 2024 once we've adjusted the material according to Founding Member feedback. 

During and after the public launch, you may notice changes in course material, new resources will be provided, and the structure of the community may change (and, hopefully, grow!). 

You will maintain access to the course, community, and new resources, even after the public launch.