Who This is For

• Owners, finance leads, and operators who need decision‑ready numbers each week.

• Teams that want faster close, clearer reports, and a simple cash rhythm.

• Beginners to AI who prefer plain language and copy‑ready examples.

• Anyone who must respect privacy/PII and keep notes audit‑friendly.




What You'll Learn


• Data Foundations & KPI Taxonomy: build a KPI dictionary, map sources, and run sanity checks.

• Automated Reporting & Executive Summaries: produce TL;DRs leaders can scan in seconds.

• Forecasting & Scenario Planning: create base/best/worst plans and explain changes simply.

• Cash Flow & Working Capital: operate a 13‑week cash cadence, AR/AP messages, and alerts.

• Revenue Quality & Unit Economics: cohorts, payback, LTV:CAC, contribution margin, and risks.

• Cost Control, Variance & Efficiency: variance notes, spend intelligence, and leverage cues.

• Prompt Vault (Bonus): save your best reporting, forecast, and cash prompts for reuse.


Choose a Pricing Option

How it Works


• Short, focused lessons with copy‑ready prompts you can paste into ChatGPT (Free or Pro).

• Clear guardrails for privacy, PII, numeric sanity checks, and plain language.

• Beginner‑friendly examples you can adapt to any business model.

• Self‑paced format—implement as you learn so progress is immediate.






What to Expect


What You Get

• A step‑by‑step playbook for close, reporting, forecasting, and cash.

• Templates and prompts for KPI dictionaries, sanity checklists, and summary formats.

• Scenario and variance note shapes leaders can scan quickly.

• A curated Bonus Prompt Vault pulling examples from across the course.

Outcomes You Can Expect

• Faster monthly close and clearer weekly updates.

• Better cash visibility and calmer runway planning.

• Stronger unit‑economics insight and cleaner decision logs.

• Growing confidence as your Prompt Vault expands and results improve.


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