Staging environment

5 Days to Financial Clarity

Kurtis Hanni

15+ year CFO working with SMBs

Stop guessing. Know exactly where profit and cash are hiding in your business.

Most business owners don’t need to become financial experts. They need clarity.

They need to know:

  • where money is leaking,

  • where margin is hiding, and

  • which decisions actually move profit and cash.

This workshop is designed to give you that clarity FAST.

Over five focused days, you’ll learn how to read your financials like a CFO, identify the biggest financial wins inside your existing business, and build a simple system you can use long after the workshop ends.

This isn’t theory. It’s practical, applied, and built around real business decisions.

If it doesn’t deliver real financial value to your business, you don’t pay. Guaranteed.

What you’ll learn

Learn how to analyze your numbers and ultimately make smarter decisions that increase profits and put more cash in your pocket.

  • Understand how cash gets tied up in receivables, inventory, labor timing, and overhead

  • Learn how payment terms and growth can quietly drain cash

  • Identify the fastest fixes for your business

  • Identify 3–7 margin leaks most owners never see

  • Learn where pricing, cost structure, or efficiency is holding profits back

  • Focus on changes that actually move the needle

  • Diagnose why cash feels tight—even when revenue looks good

  • Learn what to change this week vs. what can wait

  • Stop relying on gut feel or bank balance alone

  • Cut through dashboard noise and vanity metrics

  • Identify the few KPIs that truly drive results

  • Build confidence in what you track (and why)

  • Create a clear, personalized ROI roadmap

  • Prioritize actions with the highest financial impact

  • Know exactly what to work on next

Learn directly from Kurtis

Kurtis Hanni

Kurtis Hanni

Owner of Bison CFO, with 15+ years experience as SMB CFO

See all products from Kurtis Hanni

Who this course is for

  • Business owners who know money (profit) is being left on the table and want to stop losing money to preventable financial mistakes.

  • Business owners who feel like their business is working, but the bank account doesn't show it.

  • Business owners who are tired of guessing and want financial answers, so that their business rewards them, not drains them.

What's included

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Q&A Time

Get to ask your specific questions during the session or via the community.

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Course syllabus

5 live sessions • 13 lessons

Week 1

Jun 22—Jun 26

    LESSON 1: Understand How Money Flows Through Your Business

    • Jun

      22

      Understand How Money Flows Through Your Business

      Mon 6/224:30 PM—6:00 PM (UTC)
    5 more items

    LESSON 2: Find the Levers that Drive Profit

    • Jun

      23

      Find the Levers that Drive Profit

      Tue 6/234:30 PM—6:00 PM (UTC)
    1 more item

    LESSON 3: Fix Your Cash Flow

    • Jun

      24

      Fix Your Cash Flow

      Wed 6/244:30 PM—6:00 PM (UTC)
    1 more item

    LESSON 4: Make It Measurable

    • Jun

      25

      Make It Measurable

      Thu 6/254:30 PM—6:00 PM (UTC)
    1 more item

    LESSON 5: Build the Plan

    • Jun

      26

      Build the Plan

      Fri 6/264:30 PM—6:00 PM (UTC)
    6 more items

Free resource

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5-minute Finacial Review Cheat Sheet

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Frequently asked questions

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