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The Trailblazer CFO

The Operator Bookkeeping 

Business Blueprint

Founder Scorecard

Podcast

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Business Blueprint

The operator bookkeeping

The trailblazer cfo

Book a call

Resources

Contact

Work with us

Podcast

Founder scorecard

Book a call

Resources

Contact

Work with us

THE TRaILBlaZER

Turn "Can I afford it?" into "Hell yes, let's do it."Know exactly where your money is going and what you can afford next, so you can build a bigger business without just selling more.

You're making more money than ever. You love what you've built. But you don't know where it's all going, and every big move starts with the same question: can I afford it?



You could sit back and be comfy... that's just never been you. You know there's another level, and you're willing to work for it.

Trailblazer is CFO advisory for established service-based founders with people counting on them and plans that are bigger than their current numbers.

That's the work we do inside THE Trailblazer

And why wouldn't you? You left the corporate job, the paycheck that showed up every two weeks, the PTO you had to get approved... and you bet on being the best at what you do. It worked, too. The clients came, the reputation came, the team came.

The money was supposed to be right behind them. Instead you got more revenue, more work, more people counting on you, way bigger decisions (who to hire, what to charge, how much you can actually pay yourself)... and a paycheck that still depends on what month it is. Nobody tells you the money part has to be built on purpose.

After a decade inside hundreds of businesses' books, here's what I know for sure. A business pays you based on how it's built. And yes, you maybe do need more sales (we spend a whole session on exactly that), but your numbers are what tell us how many, which ones, and what they need to pay for.

So inside Trailblazer we start with what you WANT... the paycheck, the hires, the time off, the very good life. Then we work backwards from it and walk you through how to build a business that pays for all of it.


AND YOU JUST EXPECTED THE MONEY WOULD FOLLOW.

You got really, really good at what you do...

BE SO FOR REAL WITH ME FOR A SECOND...

Here's how our clients put it, before we started working together:

"I'm making more money than ever, but I don't know where it's going."
"Can I afford to hire?" "Can I take a distribution?" "Should I place this order now?"
And every answer so far has been the same: sell more. Which has always meant work more.

But you've never done things the way your industry says they have to be done, so why start now? (Yup, that's why it's called Trailblazer.) There's another way to grow, and it starts with running the math on doing it YOUR way.

You already know this business can do more. You just want someone to show you how... and then stick around to make sure it happens.

You know where your money is going and what it can pay for next, so growing finally stops meaning selling more.

Every "can I afford it?" answered.

THIS IS WHAT WE'RE BUILDING

And we track all of it, so you get to watch it happen.

Knowing exactly where every dollar went.Big moves without the pit in your stomach.Paying yourself really well, no matter what month it is.Hiring people you love, and knowing you can afford them.A bigger business, without just selling more.

Then we walk you through my method

The Growth Codex

Built without a ceiling.

Built for founders who've already proven people will pay them, and want the business to finally pay them back.

It's the system I built after a decade inside hundreds of businesses' books, and it's how every Trailblazer business gets redesigned. Three phases: see it clearly, build it right, lead it boldly.

You don't have to learn it. You bring the real numbers and the real goals (your assistant can help pull them together), the CBFS team runs the method, and every meeting moves you to the next piece.

THE GROWTH CODEX · PHASE 1 OF 3

The Synthesis

See it clearly.

We start with the life and the business you actually want, then reverse-engineer what it takes to build around it... including why the revenue went up and the bank account didn't.

Kickoff call + quarterly session 1
Your goals and where you stand

You tell us what you want, and we work out exactly what it takes... what you want to pay yourself, what it costs to run this thing, and what the business has to make, so that you know your floor, your goal, where every dollar is going, and where you stand against both.

THE GROWTH CODEX · PHASE 2 OF 3

The Atelier

Build it right.

Why you're fully booked and still not keeping enough. We find your most profitable offers and best lead sources, then build the sales process and the team to do more of both.

Quarterly session 2
How the money comes in

Where your best clients actually come from and what's converting, so that you know exactly what to double down on and what you can stop doing.

Quarterly session 3
What you sell

Every offer broken down - what it makes, what it costs, how many of your hours it eats - so that you know what gives you the most profit.

THE GROWTH CODEX · PHASE 3 OF 3

The Ascent

Lead it boldly.

Why every big move still starts with "can I afford it?" We plan your raise, your cushion and your next hire, so every move gets a yes, a not yet, or a yes if, before the money leaves.

Quarterly session 4
Keep and grow

Your raise, your cushion for the slow season, and your next hire, so that you know what you can afford next, including who you can hire without interrupting your cash flow.

All year, from day one
The decision hotline and your forecast

Send us the big move before you make it, and see your cash months ahead, so that nothing sneaks up on you.

Sample client portal
This is an example of what your dashboard might look like

Your own private portal, in your brand colors, updated by the CBFS team every month. Below is a sample client with made-up numbers, so you can see exactly what lands in yours.

CHRISTY BOWIE
Financial Solutions
DashboardMonthly summaryYour roadmapYour wins
Trailblazer · 2026
September, at a glance
Sample client, made-up numbers
YOUR MOVE RIGHT NOW
Ask every happy client for one introduction this quarter.
From your October meeting. Your referrals sign 3 out of 4 times.
YOUR NORTH STAR
Take home $120,000 this year
$81,000 paid to you so farWhere the plan has you: $90,000
YOUR HOURS
34 a week
Your target week is 30
THE BIG ONE
All of December off, fully paid
WHERE IT WENT
Every dollar of your $38,400
Your team
$11,900
Other expenses
$14,500
Your pay
$9,000
Added to the bank+$3,000
READY TO SPEND
$0
Not yet, and that's the plan working. $18,900 more fills your 3-month cushion. Every dollar above it is yours to spend.
2.4 of 3 months3-month cushion
Slow season ahead. March dips to about 2 months of cushion. Plan for it now.
GROWTH THAT STICKS
$107 an hour
Profit per hour you worked. It was $46 when we started, and $61 of it comes home to you.
Revenue since we started+28%
Your pay since we started+38%
Paid at least your minimum 9 of 9 months this year.
YOUR MONEY
Revenue
$38,400
Plan was $36,000
Ahead of plan
Profit margin
41%
Before your pay
Healthy
Your pay
$9,000
Goal is $10,000 a month
Just under your goal
Cash cushion
2.4 months
Target is 3 months
Still building
Where every dollar went
What you can afford next
Growing without just selling more

"Hell yes, let's do it."

"Yes, if... here's the plan we need to stick to."

"Not yet, here's what needs to be true first."

We track it to the plan.What we planned vs. what actually happened, so that you always know where you stand... and you see the slow months coming with plenty of time to do something about them.

Got a big decision between meetings?Send it in and get a yes, a not yet, or a yes if. A hire, a distribution, a big order, a very expensive purchase... the CBFS team runs it through my Hell Yes Method before you swipe the card, so that you make the call knowing exactly what it costs.

Every month

We work backwards.We take what you want and turn it into actual numbers - defining what the business needs to make, what has to be true before you hire, when the raise can happen - so that "can I afford it?" finally has a real answer. (Joining mid-year? You get a kickoff call in your first month.)

Then

You tell us what you want.What you want to pay yourself, who you want to hire, what you want to launch, the time off you're taking... all of it, the big version. Don't shrink it.

Here's how it works...

First

Here's what changes for you
The numbers are just the tool. This is what they buy you.
You keep more of what you make.

Your revenue finally shows up in your bank account. That's your raise, your retirement on autopilot, the flight upgrade without the guilt, and a cushion that turns the slow season into a non-event.

You hire the people you need.

Every hire comes with a number that says yes. So you hand off what drains you, your team gets paid well and on time, and you get your week back for the work only you can do.

You make the big moves without the detours.

A new offer, a new space, a big distribution, the next hire. You know what each one costs before you commit, so you keep moving fast and stay on track.

You grow without just selling harder.

More profit from the clients you already have, the offers that pay you best, and the hours you already work. The business gets bigger, and your calendar stays yours.

That's what "Hell yes, let's do it" feels like.

✓
Your wins page

"Look what we've pulled off together." Your pay, your hours, your team, the big moves you made... all in one place, so that you never forget how far you've come.

✓
Your private client portal

Your numbers and your plan in visuals you can read in ten seconds, so that you never have to dig through a spreadsheet to know if you're on track. In your brand colors, obviously.

✓
Monthly PLAN vs ACTUALS 

You send a short check-in each month, and you see what we planned to happen vs. what actually happened, so that you always know where you currently stand.

✓
The ON DEMAND decision hotline

The CBFS team, on call for the big moves, so that you never have to sign, hire, or swipe on a vibe.

✓
Four quarterly strategy sessions

Each one moves you through the next phase of the Growth Codex. You fill out a short form beforehand (your assistant can help), so that we walk in with the right numbers and you leave knowing what we decided and what to do next.

✓
Your year, reverse-engineered

You tell us what you want next year and we work backwards to exactly what it takes, so that you start the year already knowing what you can afford. New clients start with a kickoff call in month one.

Your books, handled
Everything in The Operator is included - clean books, your custom branded monthly report, and Gusto support - so that every number we plan with is one you can trust.

What's Included 
Sample client portal
And here's what else lives in your portal

After every quarterly meeting, your roadmap report lands here. And your wins page keeps score of everything we've pulled off together. Sample client, made-up numbers.

Sample · your roadmap report
JUNIPER LANE STUDIO
Your roadmap · sample client, made-up numbers
Sales: how the money gets in
WHERE YOUR LEADS CAME FROM
Threads
6 leads · 2 signed
Referrals
4 leads · 3 signed
Instagram
3 leads · 1 signed
Podcast
1 lead · 0 signed
14leads
6signed
$150cost per lead
$14,400lifetime value of a client
THE BIG NUMBER
3 of your 6 new clients came from referrals
The move · do more of
Referrals
Ask every happy client for one introduction this quarter.
WHAT YOU DECIDED
Hire a part-time assistant in JanuaryYour cash cushion stays above 2 months.
Yes
New clients start at $1,400 a monthStarts November 1.
Yes
Launch a group offerWe look again at your Offer suite meeting.
Not yet
Sample · your wins page
Since we started · sample client, made-up numbers
Look what we've pulled off together
WHAT'S CHANGED SINCE WE STARTED
Confidence in your money decisions
4 out of 10
8 out of 10
Twice as sure of your calls
Your week
40 hours
34 hours
6 hours back every week
Your pay, a month
$6,500
$9,000
$2,500 more every month
Your team
3 people (it was 2)
$100,870
In their hands so far this year
Profit per hour you worked
More profit and fewer hours, in one number. $61 of it comes home to you.
$46$107
GROWTH THAT STICKS
Revenue is up 28% since we started. Your pay is up 38%.
July 2026
"Hired a part-time designer and I could afford it."
We ran the numbers on this hire at your July meeting. The plan said yes.

Look what we've pulled off together

"I have a plan. I know what I need to do to achieve my business goals, financially speaking. I feel so much more confident in talking about my finances and looking at my finances because of the accountability piece. I know I need to do X to achieve Y because that's what my financial statements are telling us. And, that is something that I had no clue in doing and is paramount for any business."”

Increased her profit by 81%.

"[we now have] a completely better understanding of the health of our business, better systems, goal setting I am looking forward to achieving financial goals and setting us up for retirement"”

They gained complete visibility into the financial health of their business, giving them the confidence to plan for retirement and begin building long-term wealth through investments like real estate and secondary business ventures.

"Knowledge is power and I am really grateful to have more of an idea how the business is running."

She finally understood what was happening inside her business, replacing months of uncertainty with clarity and confidence.

"I feel like I have direction for the first time ever. Christy looked at what I can afford and I don't have to guess what a reasonable salary to pay someone would be. I know what I can afford to pay my employees."

Knew exactly what she could pay her next hire.

"I think I almost cried tears of relief when I left." "Walking away knowing I can take a fully paid maternity leave was better than my wildest dreams."

Planned a fully paid maternity leave.

"Literally just so! much! clarity! And peace!!! Oh my gosh, the peace! My anxiety levels around this area of business have decreased immensely. "She's giving me the peace and momentum to move forward with confidence!" 

AS HER BUSINESS GREW, WE BUILT THE FINANCIAL VISIBILITY SHE NEEDED TO KNOW WHAT SHE COULD AFFORD, WHAT TO PRIORITIZE + HOW TO MOVE FORWARD WITHOUT SECOND-GUESSING EVERY DECISION.

"Feeling lighter, refreshed, and not fearful of my business. I've gained clarity and direction! I have a better grip on the financial side of my business thanks to Christy and her team, and that is better than any financial gain... although the increased income is nice, too!"

She stopped fearing the financial side of her business + started making decisions with more clarity, confidence + a healthier bottom line.

“I don't know that I've said, specifically this, but if I haven't, you deserve to hear it. You have saved my marriage” 

THE CLARITY she BUILT AROUND THE BUSINESS CHANGED MORE THAN THE WAY she MADE FINANCIAL DECISIONS. IT CHANGED WHAT she BROUGHT HOME WITH THEM, TOO.

Beta pricing · only 6 spots
The first 6 Trailblazers get in at $1,900. After that, it's $2,750 a month.
Beta price
Trailblazer
$2,750/month
$1,900/month
You save $850 every month
+$2,500 one-time onboarding Waived
when you book before December 1, 2026
Book before December 1, 2026
And you get all of this:
  • ✓Your $2,500 onboarding fee, waived
  • ✓$1,900/month locked in for your first 12 months
  • ✓A November planning session to map your entire 2027 before the year starts
  • ✓Trailblazer opens January 2027, and you're in from day one
That's $12,700 back in your first year.
6 beta spots. When they're gone, they're gone.

Businesses with more complex needs such as high transaction volume, multiple financial accounts, or additional entities may require a customized proposal.

Investment

Profit Architect | CPA | Business Designer

Hi, I'm Christy.

I did everything right. Corporate, Big 4, a literal master's degree, the office chair on the 35th floor of Chase Tower (iykyk)... and I spent my days helping huge companies make better financial decisions while working 80-hour weeks making other people rich. So I left, and I built the thing I wished business owners like you had access to.

Since then I've done 1,000+ monthly financial reviews inside hundreds of businesses as a licensed CPA, which means I can look at yours and tell you what it's built to do... and what it would take to build it for a very good life.

I'm direct, I'm a little sarcastic, and I'll say the thing nobody else is saying and then hand you the plan for it. We're not anti spending money around here. Make any decision you want, just know what it costs.

And I run a real business with a real team too, so I know exactly what it feels like to sign those paychecks.

QUESTIONS,
ANSWERED.

WHO IS TRAILBLAZER FOR? +

Established service-based founders doing around $300k+ a year, with a team (or about to have one), big decisions on the table, and zero interest in doing it the way your industry says you have to.

You've already proven people will pay you, and now you want the business to pay you and your people really well.

If you're not there yet, The Operator is the better fit right now... and if you're earlier than that, start with the Founder Scorecard.

HOW IS THIS DIFFERENT FROM THE OPERATOR? +

The Operator shows you what happened in your business and what deserves your attention.

Trailblazer includes all of it, then starts with what you want and works backwards: we show you what it takes, walk you through getting there, and the CBFS team is on call for your biggest decisions.

HOW LONG DO WE WORK TOGETHER? +

The minimum is 12 months, which takes you through the full Growth Codex once. Most clients stay on after that, because your business keeps changing, there's always another level to build toward, and it's really nice having a CFO in your corner for every one of them.

HOW MUCH OF MY TIME DOES IT TAKE? +

One planning session a year, four strategy sessions, a 15-minute form before each one, and a short check-in every month. The plan is only as good as the info behind it, so we do need the right numbers and answers from you (your assistant can help!). The CBFS team handles everything after that.

WHAT IF SOMETHING CAN'T WAIT FOR ITS QUARTER? +

Send it to the decision hotline. The quarterly topics keep the plan moving, and the hotline covers everything that shows up between meetings.

I'M ALREADY AN OPERATOR CLIENT. CAN I MOVE UP? +

Yes. Your books and monthly report stay exactly as they are, and we add everything else on top.

WHY IS IT $1,900 RIGHT NOW? +

You're one of our first six Trailblazers. You get the founding price, and we get to build this with founders we love. Once the six beta spots are filled, Trailblazer is $2,750 a month.

WHEN DO WE START? +

Trailblazer opens January 2027, and everyone starts on the first of the month. Early access clients sit down with the CBFS team in November, so the plan is ready on day one.

WHAT SOFTWARE DO YOU USE? +

QuickBooks Online for the books and Gusto for payroll. If you're on something else, we'll move you over during onboarding.

Beta pricing: $1,900/month, locked in for 12 months. Onboarding waived before December 1, 2026. Only 6 spots.
CLAIM MY BETA SPOT

Already know you're ready? (we love an efficient CEO!) 

Complete a short application and receive a customized proposal.

YES, I'M READY!!

LET'S YAP.

Need to pick my brain first? Sure thing!

Let's hop on a quick call and make sure we're the right fit.

Ready to become a Trailblazer?

Call me, Beep Me

Sign before December 1, 2026 and your beta price is locked in for 12 months, onboarding fee gone.

Your proposal lands in your inbox. Sign it, tell us what you want, and we start working backwards. Champagne optional (but encouraged). 🥂

04

YOU'RE IN

We hop on a call to talk through your business, your goals, and every "but what about..." question you have.

03

WE CHAT (If you wanted to!)

We actually read every answer to make sure Trailblazer is the right fit. If it's not, we'll tell you what is.

02

WE READ IT

A few quick questions about your business, your team, and the big, slightly scary thing you want next. Don't shrink it. We like big.

No black hole. No email back-and-forth. Here's exactly what happens after you hit apply.

01

What happens next....

YOU APPLY

You built something really good.
Now let's build it to pay you, and everyone counting on you, like it.

NOT QUITE HERE YET?

CHECK OUT THE OPERATOR

Start with The Operator. Clean books, a custom monthly report, and a clear read on what your numbers are telling you every month... and when you're ready for Trailblazer, everything moves up with you.