The CFO Toolkit
All the resources and support small business owners need to feel empowered when it comes to managing financials.
Do you want to feel more confident managing your business finances?
As a business owner in the startup phase, early growth stage, or operating as a solo entrepreneur, finding the right financial tools and advice to grow your business can feel overwhelming, complicated, and expensive.
That’s exactly why we created the CFO Toolkit: to empower business owners like you with the resources, tools, and expert guidance needed to take control of your financials and make confident, informed decisions.
With the CFO Toolkit, you'll have everything you need to master your financials and grow your business, all in one place for less than the cost of your monthly phone bill!
Who is the CFO Toolkit for?
The CFO Toolkit is the right fit for you if:
Your business is in startup phase and you are determined to make it successful.
You have a side hustle you’re passionate about and want to grow it.
You’ve been running your business as a solo entrepreneur for a while but lack the right support to improve your financial stability.
You’ve got a business idea and want to launch it with a solid financial foundation.
You want to grow your understanding of financial basics to make informed decisions for your business.
The CFO Toolkit is NOT for you if:
You’re an established business wanting more one-on-one support (check out our other Services).
You already have strong financial support like a CFO working in your business.
You have no interest in managing or understanding your finances.
Your business consistently achieves financial goals and you’re confident in your financial strategy.
You’re looking for a quick fix and are not willing to commit time to grow your business.
With the CFO Toolkit, You Will Be Empowered To:
Navigate financial conversations with ease.
Launch or grow your business with the right foundations.
Pay yourself a regular, livable salary to support your personal goals.
Consistently have cash in the bank and avoid financial stress.
Identify opportunities to grow your revenue.
Feel in control and assured in making financial decisions that drive your business forward.
Build a profitable and purposeful business.
Feel organised and in control with easy-to-manage processes and systems.
Your CFO on Call
Sarah Petty is the Founder of Olive Business Partners, bringing her wealth of experience as a CFO. Sarah is passionate about working with business owners and leaders who are energised by what they do and are driven by purpose.
Throughout her career, Sarah has overseen the financial management of businesses across all growth stages, ranging from small startups to industry leaders. Her career journey has spanned across industries, including retail, consumer goods, manufacturing, design, education and the arts.
Sarah believes that businesses of every size should have access to the right financial expertise to grow their business. She will be answering your questions directly in the community!
What’s included?
The CFO Toolkit gives business owners the financial clarity, tools, and expert guidance needed to build thriving businesses. Members gain instant access to useful resources, expert advice, and a supportive community to help them take control of their financials.
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Financial templates, calculators, checklists, guides and masterclasses, our ever-expanding resource bank is tailored to meet the financial needs of small business owners.
New resources are added every month and members can make requests for resources to be added.
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Have questions about your business finances? Join a live group call where you can ask Sarah anything about managing your financials.
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Take small, actionable steps toward improving your business financials with guided monthly challenges, focusing on specific goals like increasing cash or growing revenue.
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Submit your financial questions anytime within the Circle community, and receive answers directly from Sarah.
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Connect with like-minded entrepreneurs who share your ambition and challenges. Collaborate, learn, and grow together in our exclusive CFO Toolkit community.
What topics are covered?
Every month, the CFO Toolkit dives into a new financial topic, ensuring you build your knowledge and skills step-by-step. Each topic is carefully chosen to address the real challenges faced by business owners and includes easy to use resources, advice, and actionable challenges. Here are some examples of the monthly topics:
FAQs
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Affordable Expertise: Get CFO advice and resources at a small fraction of the cost of hiring a financial advisor.
Actionable Advice: Learn practical strategies you can implement right away.
Grow with Confidence: Build a financial foundation that supports your long-term success.
Flexible Memberships: Choose from monthly or annual memberships to suit your budget.
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The CFO Toolkit is perfect for:
Startups navigating the complexities of their first years.
Early-stage businesses ready to grow but unsure of the financial next steps.
Small business owners who want to gain clarity and confidence in their financial decisions.
If you’re ready to go beyond guesswork to make informed, strategic financial choices, this membership is for you.
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The CFO Toolkit is designed to fit into your schedule. You can access the resources and participate in events at your own pace. Most members spend about 3–4 hours per month engaging with the content, but it's entirely flexible.
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The content library includes templates, checklists, calculators, guides and masterclasses designed to help you manage and understand your finances better. Each month, new resources are added that align with the monthly topic. You can also request a resource if there’s something you’d like!
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Each month, we introduce a challenge focused on the monthly topic. Challenges are practical, actionable tasks designed to help you make measurable improvements in your business financials. You can also share your progress and ask questions to keep you on track.
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Yes! You can submit your questions anytime through the Q&A on the community platform, and they’ll be addressed by a CFO. These questions often provide valuable insights not just for you but for other business owners who may be facing similar challenges. During the live monthly Q&A calls, you’ll also have the opportunity to ask more detailed questions.
For highly specific or complex advice tailored exclusively to your business, we recommend scheduling a 1:1 session with a Virtual CFO. Members can access discount pricing for 1:1 sessions.
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The CFO Toolkit is hosted on Circle, a user-friendly platform where you can access resources, participate in discussions, and attend events all in one place.
The link to access the CFO Toolkit is here: https://cfo-toolkit.circle.so/
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Yes, you can cancel your membership at any time. Your access will continue until the end of your current billing cycle (monthly or annual).
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Typically, accessing advice from an experienced financial advisor can cost $500 per hour or more.
With the CFO Toolkit, you gain access to valuable resources and the opportunity to ask questions directly to a CFO, for a lot less than that cost. It’s a very affordable way to get the expertise and tools you need to strengthen your financial knowledge and grow your business.
What is the Investment?
Monthly Membership
$49 per month
Instant access to resources and the community.
Cancel anytime.
Annual Membership
$490 per year
Get two months access for free!
Instant access to resources and the community.
Cancel anytime.
Founding Member Discount
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Founding Member Discount ⋆
Join as a Founding Member and receive a 20% discount on your first membership payment!
Available until 31st January 2025!
Use the code CFOTOOLKITLAUNCH at checkout to get 20% off your first membership payment (includes monthly and annual memberships).
Don’t miss this opportunity to lock in savings as one of our first members!