◆ Free CFO-Backed Tool
Find the real revenue number behind your business goals.
The Pocket CFO™ Revenue Generator helps you calculate what your business actually needs to earn, what you need to sell, and whether your pricing can support the life and business you're building.
Free access. Clear numbers. No complicated spreadsheets.
Your Pocket CFO™ Plan
Pricing Check
Your average price appears to leave room for profit, but your current sales plan still falls short of your monthly revenue goal.
Pocket CFO™ Recommendation
Close the $4,200 gap by adjusting your sales volume, pricing, offer mix, or adding another revenue source.
◆ The Gap
Your revenue goal is not the same thing as a revenue plan.
You may know you want to make more money in your business. Maybe your goal is $10K months, $25K months, or simply paying yourself more consistently.
But without the math behind the goal, it is easy to underprice, overspend, overdeliver, or chase a revenue number that does not actually support your life.
Most business owners are not missing ambition. They are missing a clear financial plan.
A real revenue plan connects
- What you need to pay yourself
- What your business costs to run
- What you need to save for taxes and profit
- What your offers need to sell
- Whether your pricing and capacity actually work
◆ Brand Belief
Financial clarity should not feel gatekept.
For too long, business finance has been wrapped in jargon, shame, and complexity. The Pocket CFO™ Revenue Generator was created to make the numbers feel clear, practical, and empowering — so you can stop guessing and start seeing your business through a CFO lens.
Fixed Costs
The monthly business expenses you pay whether you sell one offer or twenty.
Variable Costs
The direct costs tied to delivering one unit — processing fees, contractors, materials.
Revenue Gap
The distance between what your business needs to earn and what your current plan is projected to bring in.
◆ What You'll See
Because making money is only part of the equation.
In a few simple steps, you'll see what your business really needs — and what to do next.
Owner Pay Target
Calculate the minimum your business needs to pay you each month.
Fixed Business Costs
See what your business costs to run before taxes and profit.
Monthly Revenue Goal
The gross revenue your business needs to cover pay, expenses, taxes, and profit.
Offer + Sales Plan
Map your goal to the offers, prices, and quantities you need to sell.
Variable Cost Check
Understand how processing fees and delivery costs affect profit per sale.
Pricing Reality Check
See whether your pricing and capacity support the revenue goal you want.
◆ Built For
Founders who want to grow with more clarity.
This free tool is especially useful for service-based business owners who want to understand the money side of growth before making big decisions. You do not need perfect numbers to begin — estimates are enough.
You're ready for this if…
- ✦You have clear goals but need a roadmap
- ✦You want to pay yourself more consistently
- ✦You are making revenue but not seeing enough profit
- ✦You want to price with more confidence
- ✦You are ready to make decisions with data, not just gut feelings
◆ Created By
Created by a CPA and fractional CFO who believes your numbers should make you more powerful — not more confused.
The Pocket CFO™ Revenue Generator was created to help business owners understand the math behind their goals with more confidence, context, and clarity.
Built from a CPA and fractional CFO perspective, this tool helps founders connect revenue goals, owner pay, expenses, pricing, capacity, and profit so they can make smarter business decisions.
“Because making money is only part of the equation. Keeping it, understanding it, and using it wisely is the next move.”
◆ Kind Words
From founders we've supported.
Megan got me in line and up to date. I was lost — now I'm not.
From stressful and reactive to clear and empowering. Finally a tool that works for us.
There's never been a question Megan couldn't answer. It's been night and day.
◆ An Invitation
Unlock your free Pocket CFO™ Revenue Generator
Create your free login and start building a revenue plan rooted in clarity, strategy, and financial empowerment.
◆ Free Access
Your numbers, your plan, your next move.
Your numbers stay connected to your login so you can return to your plan later.
◆ Common Questions
Frequently asked
◆ Let's begin
Stop guessing. Start planning like the CEO you are.
Unlock the free Pocket CFO™ Revenue Generator and build a revenue plan rooted in clarity, strategy, and financial empowerment.
Free educational tool. Your numbers stay connected to your login.