Chris P.
Absolutely amazing guidance and…
Absolutely amazing guidance and coaching with everything small business. All of the team are absolute professionals Absolutely saved my small business

Financial Coaching for Small Business Owners. In CEO Finance Academy, you work 1:1 with a 7 or 8 figure business owner who meets with you weekly to improve your cashflow, increase owner’s pay, and prepare your company for any potential sale of your business in the future. Why choose financial coaching? Most owners get little to no training on how to manage the cashflow of their business and with 82% of all small businesses going out of business due to poor cashflow issues, our mission is to keep more owners in the game for longer.
CEO Finance Academy (ceofinanceacademy.com) has 39 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · Newtown, Pennsylvania
Excellent
Investments & Wealth · Yardley, Pennsylvania
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Investments & Wealth · Newtown, Pennsylvania
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Investments & Wealth · King of Prussia, Pennsylvania
Excellent
39 approved reviews, newest moderated first
Chris P.
Absolutely amazing guidance and coaching with everything small business. All of the team are absolute professionals Absolutely saved my small business
Kelly H.
!!!!READ THIS BEFORE SIGNING UP!!!! Wowowowowowow, Taylor & Mark rock!! We got our $$'s worth the first meeting. 2 things happened over the course of the program. 1. It was perfect time to bring CEO Finance Academy into our lives. 2. I don't even know how we operated before Taylor came into our businesses!! We have 8 businesses and no one to help us at a high level put things in order. My favorite new word is "Waterfall"! I was using a drenching:) system that was chaotic and unorganized and scattered. Taylor gave us confidence that the wheels aren't going to fall off the bus as long as we put things in order. Our anxiety has lessened and we are 100% committed to making our business 1st class!! And the CEO Finance Academy team made ALL of this possible!! Thanks y'all, K&A
Response from CEO Finance AcademyApr 27, 2026
Thank you so much for such kind words Kelly :) It’s been so much fun getting to see you and Taylor make such amazing progress.
Timothy C.
I’m a relatively new business owner having bought out a family member only a few years ago. We experienced a massively challenging first year of ownership, followed by unprecedented growth the following year. With more money flowing through the business than I knew how to handle, it felt like despite record earnings there was never enough left. Only six months later stress is much much lower and there is an end in sight where we can see how to take advantage of the growth for my own personal income. Also, the people are super nice and exceptionally smart. Taylor is my fractional CFO and is second to none. Would say more, but I doubt anyone has read even this far. 10/10 recommend.
Response from CEO Finance AcademyApr 27, 2026
Thanks so much Tim! We feel so lucky to get to be a part of your business journey and we’re looking forward to continuing to keep the finances in tip top shape!
Sarah B.
CEO Finance University has been instrumental in the evolution of both my business and financial mindset over the past five years. It elevates financial management from reactive guesswork to strategic, data-driven leadership. With their guidance, we’ve scaled with intention, maintained stability through economic uncertainty, and gained a level of clarity that every business owner should have. It’s not just financial education—it’s a complete shift in how you operate and grow.
Response from CEO Finance AcademyApr 21, 2026
Thank you so much Sarah for such kind words. It's been so fun getting to be a part of your success!
Gary G.
I received an email about this thing called Profit School. It came at a time where I just lost my largest client and took a huge hit to my monthly income. I decided to venture down the path of Profit School. What an eye-opening experience! These guys are really great, no pressure or judgement and no upselling. I had to ask them what is next.
Response from CEO Finance AcademyApr 4, 2026
Thanks for the kind words Gary!
Laura W.
Not sure where to start because there is so much to say. Intake was fabulous, we felt seen and heard. Our coaching experience was the perfect balance of asking hard questions and being empathetic to the discomfort of needed change. Response times from staff are stellar, and the amount of actionable information far exceeded our expectations. We saw dramatic operational changes as a result of our coaching, and increased profit quicker than we thought possible. Best business decision we have made in years! (And I found fellow spreadsheet nerds that allow my inner geek to rejoice!)
Response from CEO Finance AcademyApr 4, 2026
Thank you so much for the kind words Laura! It's always such a pleasure getting to work with another spreadsheet lover!
Luis A.
Before entering CEO academy there was little clarity on my finances and low understanding of my cash flow which was the most crucial part of my business! Really grateful to have found this program !
Response from CEO Finance AcademyJul 10, 2025
Thanks so much for the kind words Luis! Was a pleasure getting to work with you.
Steven S.
The one-on-one coaching and dashboard build out was super helpful — I felt supported every step of the way. I learned how to set up simple systems that finally helped me understand my business finances and make smarter decisions. Everything was broken down in a way that actually made sense. If you're a business owner who wants to feel more in control of your numbers, I highly recommend checking it out!
Response from CEO Finance AcademyJul 10, 2025
Thanks so much Steven! You’ve done such an amazing job mastering your cashflow 💪