Smart, Capable, and Driven...Â
So why do you feel in over your head?
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✓  You're juggling accounting, finance, and leadership with no time to actually sharpen your systems while the pace of your scaling company refuses to slow down
âś“ You're working overtime on reactionary firefighting instead of strategic planning because you don't have the correct data or tools to get ahead of problems
âś“ Important decisions are being made around you, because you lack the forecasting and insights to be the person your CEO trusts most when it comes to the company's future
Honestly, after working with more than 100 CFOs at emerging companies, this is more common than you think.
Imagine Walking into Your Next Leadership Meeting ...
with Complete ConfidenceÂ
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✔ You know exactly where your company stands financially because your dashboard gives you a clear, visual snapshot of whether you're on track and winning
✔️ You can answer the hard questions about cash flow and future performance with data from your rolling forecast instead of scrambling to piece together spreadsheets
✔️ You present strategic insights backed by your financial model that shows leadership exactly how the company is performing and what decisions will drive growth
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This isn't six months from now. This is next week.
Your company needs more than an accountant. It requires a financial leader who can see the whole picture, plan for the future, and influence decisions with confidence.
How? ...Keep reading.
NO NEED, THIS IS EXACTLY WHAT I NEED →
INTRODUCING THE
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CFO STARTER KIT
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Escape the Controller Trap,
Build Strategic Clarity, and Achieve Confident Data-Driven Leadership
This isn't just a bunch of Excel templates.
This is a simplified, high-impact toolkit for financial leaders who don't have time for fluff and theory.
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 Inside, you'll get three proven tools you can put to work today, the same tools I've used with dozens of scaling companies to produce high-value leadership outcomes while cutting errors and reducing reactionary firefighting.
TOOLÂ ONE
The Financial Model
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A simple three-statement model that shows you how your company is really performing and gives you the foundation for strategic planning.
TOOLÂ TWO
The Cash Forecast
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 A short-term liquidity tool that helps you protect your company from cash crunches and manage operational needs with confidence.
TOOLÂ THREE
The Dashboard
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 A clear, visual way to track whether your company is on track and winning... no more scrambling for answers.
COMPREHENSIVE TRAINING
The Complete Walkthrough
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 Creator leads training videos that walk through exactly how to customize each tool for your company's unique situation, so you're not just getting templates...you're getting the complete implementation playbook from someone who's done this across 50+ companies.Â
RESULTS YOU'LL SEE IN JUST 7 DAYS
Here's Exactly What Changes WhenÂ
You Have The Right Tools…
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No more scrambling when leadership asks about cash flow.
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You'll have clear, accurate forecasts at your fingertips.
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End the guessing game about company performance.
Your financial model shows precisely where you stand and where you're headed.Â
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Walk into meetings with confidence instead of anxiety.
Your dashboard gives you instant visibility into what's working and what isn't.
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Stop working weekends
to piece together reports.
Your tools generate the insights leadership needs in minutes, not hours.
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Finally have data that supports strategic decisions.
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Instead of just reporting what happened, you're predicting what's coming.
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Become the go-to, most-trusted person
for financial clarity.
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Leadership starts coming to you for answers because you actually have them.
ACCESSÂ TODAY
CFO STARTER KIT
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One-Time-Payment
$497
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— 3 Proven CFO Tools: Financial Model, Cash Forecast, and Performance Dashboard templates ready to implement.
— Expert Training Videos: Step-by-step guidance on customizing each tool for your company's unique situation
— Instant Access: Download everything immediately and start building your financial foundation today
— Bonus - CFO Monthly Report Template: Plug in your data and deliver executive-level insightsÂ
— CFO System Credit: Your $497 investment applies toward the full CFO System program if you decide to continue your transformation
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ACCESS NOW
THE BONUS CREATED TO MAKE YOUR REPORTING
EVEN EASIERÂ
CFO Monthly Report Template
Turn your data into executive-level insights that make you stand out.Â
The financial model, cash forecast, and dashboard are just the beginning. This drag-and-drop template transforms your outputs into a polished, board-ready report that makes you look like the strategic CFO you're becoming.
Plug in your data and deliver executive-level insights that position you as the strategic voice in the room.
ACCESS NOWMEET THEÂ EXPERTÂ BEHIND THEÂ CFOSYSTEM
Hey, I’m Duke
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...and I used to feel exactly like you do right now.
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Smart, capable, driven...but completely overwhelmed. I had my CPA and years in public accounting, but when I stepped into my first CFO role, I realized accounting hadn't prepared me for real financial leadership.
I was drowning in details while strategic decisions happened around me.
Over the past decade, I've worked with 100+ companies. More importantly, I've mentored dozens of financial leaders stuck in the same "controller trap" I once lived in.
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HERE'S WHAT I DISCOVERED:Â
The same struggles come up again and again.
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And the same solutions work too.
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I built the CFO Starter Kit because I wish I'd had these exact tools when I was feeling in over my head.
This isn't theory...it's the battle-tested foundation that launched my career and helped dozens of others step into strategic financial leadership.
The tools that took me years to develop? You can have them working this week.
GET EVERYTHING YOU NEED TO
escape the "Controller Trap"
in just 7 Days.
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Stop being invisible. Start being indispensable.
You're drowning in accounting work while strategic decisions happen around you. The CFO Starter Kit gives you the 3 proven tools to build financial clarity, gain leadership confidence, and become the strategic voice your company needs.
I NEED THIS! →
SKIP YEARS OF TRIAL AND ERRORÂ
Get the Financial Tools That Transform CFOs from Reactive to Strategic.
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✓ Stop wasting time building from scratch – these proven tools have been tested across 50+ companies and refined through real-world implementation
✓ Avoid costly financial blind spots – having accurate cash forecasts and performance data prevents the expensive mistakes that come from flying blind
✓ Fast-track your credibility as a strategic leader – walk into meetings with the insights and confidence that typically take years to develop
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You don't need to figure this out alone. Get the exact tools and training that immediately change how leadership sees your value.
Start your CFO Transformation risk-free.
Your entire $497 investment applies to the CFO System, making this your no-risk entry point to strategic financial leadership.
This is for you if...
âś“Â You're stuck in accounting work while strategic decisions happen around you
âś“ You want tools that work immediately rather than months of theory
âś“ Â You're ready to escape the "controller trap" and start influencing leadership decisions
It's isn't for you if...
✕ You want transformation without implementation – these tools require some customization
âś•Â You already have sophisticated forecasting systems that give you strategic clarity and confidence
âś•Â You prefer building everything from scratch rather than adapting proven templates
Alright, hit me with your questions!
How is this different from Excel templates I can find online?
How do I know this $497 investment will pay off?
I don't have time to learn new tools. How long does implementation really take?
Why not just start with the full CFO System instead?
What if these tools don't work for my specific industry or company size?
What if I get stuck during implementation?
I'm not great with Excel. Will I be able to use these effectively?
Is this just another course I'll never finish?
STOP SCRAMBLING FOR ANSWERS. START LEADING WITH DATA.Â
One-Time-Payment
$497
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— 3 Proven CFO Tools: Financial Model, Cash Forecast, and Performance Dashboard templates ready to implement.
— Expert Training Videos: Step-by-step guidance on customizing each tool for your company's unique situation
— Instant Access: Download everything immediately and start building your financial foundation today
— Bonus - CFO Monthly Report Template: Plug in your data and deliver executive-level insightsÂ
— CFO System Credit: Your $497 investment applies toward the full CFO System program if you decide to continue your transformation
ACCESS NOW