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Hello!
Welcome to our Memberships page — and congratulations on taking an important step toward strengthening your business. By exploring our memberships, you’re showing that you value consistency, accountability, and support as you grow. Our memberships help you stay focused, maintain momentum, and put strong foundations in place so you can run your business with clarity and confidence.
Recommended Memberships
Here’s the truth: even the strongest foundations can slip without consistent support. That’s why we created our Membership Programs — to keep your business organized, accountable, and moving forward long after your consulting package is complete.
From simple monthly check-ins to full executive-level strategy, our memberships are designed to protect your investment and give you peace of mind that your business won’t fall back into old habits.
Systems & Support Membership
Small business owners who need ongoing help to stay organized after your visit.
CFO Lite Membership
Business owners who want ongoing financial strategy & systems accountability after cleanup.
Executive Optimization Club (Premium)
Businesses that had the Executive Optimization Experience and want continuous access to us as their fractional ops expert.
Our Membership Tiers
Systems & Support Membership
Small business owners who need ongoing help to stay organized after your visit.
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Monthly bookkeeping check-in (QuickBooks health check + report)
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1 virtual support session (30 min) for process questions or updates
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Monthly checklist & SOP spotlight (one process breakdown per month)
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Exclusive access to templates: onboarding, expense tracking, client intake
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Access to private client group (Slack or Facebook)
CFO Lite Membership
Business owners who want ongoing financial strategy & systems accountability after cleanup.
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Monthly financial dashboard + video walkthrough
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Monthly strategy session (45 min - Zoom)
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Ongoing support for team workflows (you help review or update)
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Quarterly tax planning session
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Lending readiness review (when needed)
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72-hour email respone for financial & ops questions
Executive Optimization Club
Business owners that had the Executive Optimization Experience and want continuous access to us as their fractional ops expert.
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Bi-weekly strategy calls (2x/month)
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Real-time support via Slack/Voxer
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Monthly P&L deep dive + financial planning report
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Unlimited access to updated SOPs, systems templates, and playbooks
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Annual operations audit & in-person planning day (VIP access)
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$997/month or $10,000/year