A 4-Week Program That Connects Your Financial Structure
to the Growth You’re Actually Building
You built something real
So why do the finances still feel like a mystery?
“Am I actually building this the right way — or am I one bad quarter away from a problem I didn’t see coming?”
But somewhere in the back of your mind, a question lingers:
- You're doing $2M–$25M in revenue and growing — but the finances feel like they're running you, not the other way around.
- You have a bookkeeper or accountant but still feel financially uncertain when big decisions come up.
- You can see exactly where you want to take this business — but you're not sure your financial structure can get you there.
- You're profitable on paper but cash is tighter than it should be and you can't quite explain why.
- You want to lead your business financially — not just delegate the numbers and hope for the best.
- You're a startup pre-revenue or under $500K — the framework is most powerful when you have real financial history to work with.
- You're looking for accounting software training, bookkeeping help, or tax strategy.
- You want someone to manage your finances for you rather than learning to lead them yourself.
Four weeks. One framework.
A completely different way of seeing your business.
Each week is a 75-minute live session on Zoom. Sessions are recorded so you never fall behind.
Maximum 20 participants — this is a working room, not a webinar.
Why your numbers are telling you a different story than you think — and how to start reading them the way a financial leader does. You’ll leave this session questioning everything you thought you knew about your P&L.
The CFO
Lens
Profit and cash are not the same thing — and the gap between them is where most growing businesses quietly get into trouble. This week you’ll trace exactly where cash goes in your business and why growth often makes it worse before it gets better.
Follow
the Cash
This is the week most owners call a turning point. We connect your growth goals to your actual financial structure — and identify whether your business is built to support what you’re trying to build, or quietly working against it.
Vision Meets
Reality
We pull it all together into a forward-looking framework you can actually use. Budget variance as a navigation tool, not a report card. Financial targets connected to real decisions. And a clear picture of what CFO-level leadership looks like in your specific business.
Your Financial
Roadmap
The CFO Lens
Why your numbers are telling you a different story than you think — and how to start reading them the way a financial leader does. You’ll leave this session questioning everything you thought you knew about your P&L.
Follow the Cash
Profit and cash are not the same thing — and the gap between them is where most growing businesses quietly get into trouble. This week you’ll trace exactly where cash goes in your business and why growth often makes it worse before it gets better.
Vision Meets Reality
This is the week most owners call a turning point. We connect your growth goals to your actual financial structure — and identify whether your business is built to support what you’re trying to build, or quietly working against it.
Your Financial Roadmap
We pull it all together into a forward-looking framework you can actually use. Budget variance as a navigation tool, not a report card. Financial targets connected to real decisions. And a clear picture of what CFO-level leadership looks like in your specific business.
- A CFO-level lens for reading your own financials
- Clarity on what's driving (or draining) your cash
- A framework for connecting financial data to growth decisions
- Confidence in the financial conversations you've been avoiding
and why it's different
and why it's different
Gerri DeRubeis is a financial strategist and business advisor who has spent her career doing one thing:
turning an entrepreneur’s vision for growth into a financial plan that actually works — and then helping them work it.
For three years, Gerri has served as a mentor and financial advisor within the Latino Action Business Network (LBAN) Scaling Program at Stanford University — leading roundtables, delivering presentations, and working directly with high-growth business owners on the financial thinking that separates businesses that scale from those that stall.
She’s seen the same pattern across hundreds of conversations with ambitious owners: the vision is clear, the drive is real, and the financial structure is quietly working against both.
Financially Fearless is the course she kept wishing existed for the owners she works with.
Lecturer, mentor, and roundtable leader for high-growth entrepreneurs in the LBAN business scaling program at Stanford University.
Gerri works with $2M–$25M
business owners on financial planning, business assessments,
and growth strategy.
Experience
Not a theory-based curriculum. Every framework in this course comes from actual work with actual businesses.
$995
— First Cohort Only
PART 1 — The Course
4 live 75-minute Zoom sessions –
Recordings included – Max 20 participants
PART 2 — Your CFO Clarity Blueprint
A private 90-minute advisory session with Gerri, scheduled after Week 4
We apply everything you’ve learned directly to your business — your numbers, your gaps, your next move
Available to participants
who complete all four sessions
Next cohort:
COMING SOON! · Seats are limited to 20
Not sure if this is the right starting point for you?
Take the free Owner Financial Readiness Assessment first. It takes less than 5 minutes and tells you exactly where your financial leadership gaps are — and whether the course or a one-on-one CFO Clarity Session ($497) is the better fit for where you are right now.
"I already have a bookkeeper and an accountant. Do I really need this?"
Your bookkeeper records history. Your accountant manages compliance. Neither of them is responsible for connecting your financial data to the decisions you’re making about growth. That’s the gap this course fills — and it’s the most expensive gap most owners don’t know they have.
"I'm not a numbers person. Will I be lost?"
This course is specifically designed for owners who are not finance professionals. There’s no accounting jargon, no software training, and no assumption that you know what EBITDA means. What you do need is a willingness to look at your business honestly — and the curiosity to understand what your numbers are actually telling you.
"I'm busy. How much time does this really take?"
Four 75-minute sessions over four weeks. Each session is recorded so missing one doesn’t derail you. Most participants spend an additional 30-60 minutes between sessions applying the framework to their own business — which is where the real value happens.
"What if I join and it's not what I expected?"
If you attend the first session and don’t feel it was worth your time, contact us within 48 hours for a full refund. No awkward conversations. We’d rather you find the right fit than stay in something that isn’t working for you.
"What happens after the course?"
Finishing all four sessions unlocks Part 2 of the program — your CFO Clarity Blueprint. This is a private 90-minute session with Gerri where we take everything you’ve learned and apply it directly to your business. Your numbers, your specific gaps, your clearest next moves. For owners who want continued support beyond that, the Clarity Blueprint is also the natural entry point into the CFO Growth Plan — a monthly advisory engagement that keeps your financial plan working as your business evolves.
Your vision deserves a financial plan that can keep up with it.
Most business owners spend years building revenue while their financial structure quietly limits how far they can go.
Four weeks from now, you’ll know exactly what’s holding your numbers back — and what to do about it.