Strategic Plan
Strategic Plan
Strategic Plan
Strategic Plan

Strategic Plan

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This product is currently being developed. Check back soon for updates on the release date!


Focus your aim with a tool that fast tracks your financial goals, helping you pick up steam to hit that target. 

Needing stamina and structure to foster your company’s long game? Set your company on a trajectory of success! Gain momentum with an objective-oriented approach, letting you achieve quarterly financial goals with a clear reference of industry benchmarks. Keep an eye on the big picture while you strive to meet projections and discover how your potential just keeps growing. 

About the Strategic Plan 

Create the blueprint for your success with an easy-to-follow template that propels your progress. Set specific annual and quarterly goals, and then track your progress each month to make sure you are measuring up. 

This tool does the difficult math for you. Simply plug in your quarterly goals, and it calculates the rest. With this concise and straightforward digital download, you can focus your efforts on meeting your target goals, not juggling spreadsheets. 

What’s Included 

  • INSTANT ASSESSMENT: Clearly see the state of your finances today to quickly understand the current financial landscape of your company.  
  • QUARTERLY GOAL SETTING: A template to craft your quarterly goals with built-in formulas that do the calculations for you. 
  • GOALS VS ACTUALS: A tab displays your target goal and your actual numbers to help you identify your progress with built-in formulas for easy calculations.
  • VIDEO TUTORIAL: Understand the ins and outs of this valuable tool with a video tutorial that breaks down every piece so you can maximize usage.  
  • PDF GUIDE: This handy PDF is a resource for quick reference as you’re using the Strategic Plan template. 
  • FUTURE UPDATES: Immediate access to any future versions of this product.

Bonuses That Support Your Progress and Goal Achievement 

  • Expense, profit, tax, and owner’s pay benchmarks are designated by business type (coach, course creator, agency)
  • Streamline your money management with bank account recommendations 
  • Exclusive strategies for shifting your finances to meet your goals more effectively 

Purchase the Strategic Plan to make meeting your financial goals an easy target. 


Refund Policy

For all digital products we have a 14-day refund window.

We understand that sometimes a purchase happens and it's just not quite the right fit! If you are unsatisfied with the product(s) you purchased, please email us at We'll be happy to work with you to find a solution. If you email us within 14 days of your purchase, we can fully refund you for the product(s). 

In addition, we offer a monthly Q&A call to anyone who has purchased one or more products from The CFO Shop. We encourage you to attend these monthly calls to receive support and get your questions answered.

For all live workshops we have a 14-day refund window leading up to the workshop. We do not issue refunds after the live workshop is complete.

Licenses Explained

Business Owner License

This option is for any individuals who are purchasing a product for their own, single use.

Bookkeeper/CFO License

This option is for any bookkeepers or CFO's who want to use a product with multiple clients. You can then re-brand it and customize it as if it's your own. You can choose the 5 license option or the 10+ license option, depending on how many clients you'll be using the product with.


What type of support is offered when I purchase this product?

Emily hosts a monthly Q&A call and anyone who has purchased one or more products from her is welcome to join each month. There's a form to submit your question ahead of time so Emily will definitely get to your question. We record all Q&A calls and use a tool called Searchie so you can quickly search for key words within all of our Q&A recordings. You're also welcome to email us with small questions at

What format are the instructions in?

For all products we include written instructions in a PDF, as well as video tutorials with the option of closed captions. We try to make the information as accessible as possible, but if you have any additional requests, please email us at

How is this product delivered?

I use Thinkific to deliver the product, tutorials, and bonuses. After you complete the payment, you will be brought to my Thinkific school where you'll be asked to set up a login and then you can immediately access the product.

Can I use this product if I'm not from the U.S.?

Yes, this product will still be useful if you live in another country. However, any tax related topics will obviously be different, so keep that in mind when you're doing your bookkeeping, strategizing for tax savings, etc. If this product includes video tutorials in QBO, please keep in mind that the layout of your version of QBO may be different than mine, but the general features should be the same.

Additional questions? Email us at!