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CEO Finance Academy is an online company. Based on 35 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed October 31, 2025.
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.
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!)
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 !
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!
I made $30,000 in one weekend — something I never imagined was possible until I joined CEO Finance Academy. Last year, I did the exact same show and only brought in about $6K. Thanks to my Financial Coach, Nick’s, guidance on how to evaluate whether a show is worth it or not, I was able to make smarter decisions and see an absolutely mind-blowing jump in revenue. Weather was a factor, but a 5x increase? Unreal.What CEO Finance Academy teaches isn’t just theory — it’s practical, game-changing knowledge that gets results. I’m already gearing up for next weekend and can’t wait to speak with Ian on Tuesday to strategize on what to do next. This program has truly changed the way I run my business
The skills I gained through CEO Finance Academy have given me the confidence to make informed financial decisions for my company. My coach, Nick, was incredibly patient and knowledgeable, guiding me every step of the way. Morgan took my customer experience to a whole new level, exceeding all expectations. I'm truly grateful for the support in helping me understand what were once challenging financial reports. Thank you for making this journey so much easier!
Great team and great company. I was pretty sure we were doing most things correctly before this course, but now I have the clarity to know for certain we are. Highly recommended for all small/medium business owners that want to scale their business and take it to the next level with confidence. Morgan was fantastic during onboarding, and I couldn’t be happier with my finance coach Kevin.
I recommend the team at CEO Finance Academy. From the initial sales call to Morgan who kept us in check and focused on the road ahead, to my coach Nick, whose deep knowledge in finance and business allowed me to see the wood from the trees and right the ship. Thank you isn't enough!
This financial course was an absolute game-changer for my business! The depth of knowledge and support provided by Alex and my coach, Justin, was incredible. They made complex financial concepts easy to understand and, more importantly, easy to apply. The spreadsheets alone are worth the investment—they’re powerful tools that have helped me gain clarity on my numbers and make smarter decisions for my business. I highly recommend this course to any entrepreneur looking to level up their financial understanding and strategy!
I have worked with Alex with CEO Finance Academy for the past 4 years and I just graduated! I came to Alex not understanding my business from a numbers perspective. I didn't know how to pay myself and I worried about hiring and if I could really afford it. Alex took the time to really understand my business from the ground up in order to offer personalized guidance. I have done other business coaching since working with CEO Finance Academy and their approach has by far been the best experience I have had. Thank you Alex and Will!
This was a perfectly timed course for me. The pacing was great and the oversight of Morgan and Nick was welcomed and appreciated. Nick is very easy to work with and excellent at teaching. I consider the cost of the program to be well worth the investment and intend to continue my relationship with CEO Financial. Great job everyone.
In a word, "WOW!" No small talk. No distractions. Just direct, blunt and honest business-talk and direct application to help me grow my business. They ask the tough questions to make me stop and think and hold me accountable, and I LOVE IT! I've learned that my bookkeeper was taking shortcuts to reconcile the books just to satisfy a task list and get my CPA ready to file taxes. Nick helped me uncover clear mistakes in the bookkeeping that was costing me thousands of dollars each month and even helped me work through the current systems and operations to ensure we don't have it happen again. I had no strategic advice coming from my bookkeeper or CPA, and there weren't enough checks and balances in place(Which was on me as a new business owner) to ensure all money was accounted for and working for me and the business. I have the upmost confidence that Nick and the CEO Finance Academy Team are the missing piece to helping me better manage my business growth into the future. Cannot recommend this program enough to anyone seeking better understanding of money management and financial strategy in their business.
My Profit Coach, Nick, was exceptional! His extensive knowledge and expertise were evident from the start. He helped me clarify my goals and provided invaluable guidance on the best approaches and implementation strategies. The step-by-step coursework was thorough and easy to follow, ensuring I understood each concept fully. The regular check-in calls were incredibly helpful, as they reinforced the information and allowed me to address any questions or concerns promptly. Nick's support and the structured program made a significant difference in my financial journey. I highly recommend CEO Finance Academy to anyone looking to enhance their financial skills and achieve their goals!
The way that CEO finance academy made it very bite size and simple to learn is phenomenal! Its hands on training with all of your information along with great tools for managing business. I would recommend this course for any business owner.
Exceptional Financial Leadership and VisionCEO Finance has truly set the gold standard in financial management and leadership. Under their guidance, I have been able to understand my finances and make appropriate changes, set goals and feel more confident. I look forward to my calls and one on one coaching with Nick, he is a wealth of information and is always willing to listen to my concerns and decipher action plans.The CEO's ability to navigate complex financial landscapes with ease and precision is nothing short of impressive. They have a keen eye for identifying opportunities and mitigating risks, ensuring that our financial health remains robust even in challenging times. Their innovative approach to financial planning and understanding the struggles of a small business is nothing short of impressive. This program is one of a kind and you will get out what you put in. Immerse yourself into the work and I truly believe you will come out after 12 weeks with new skills and abilities. We have many resources included in the program and the ability to build a network for success. Morgan's guidance has been nothing short of 10/10. The people at CEO finance are true genuine humans that are rooting for your success. Can't wait to do another review in a year following all the changes I will be making in the foundation of my business.
I’ve participated in multiple masterminds and coaching programs over the past decade, and CEO Finance is easily one of the best. The organization and support from this group have been absolutely incredible. The tools they provide are not only practical but also game-changing, and the responsiveness to questions has been outstanding.Even though I’ve only been part of the group for a month, the value I’ve gained has already been 10X the investment. I’m genuinely excited to keep learning and growing with CEO Finance and highly recommend it to anyone looking to take their business and financial management to the next level!
I had been in business for 6 years and things were going well even with the pandemic. The 7th year a lot of things happen and put my business up against the wall. I knew that it was my knowledge of accounting, taxes, and cash flow that were my weak points. When I reached out to CEO Finance Academy, I knew it was the right fit. Like others have said, there's no pushy sales tactics, just real people helping by sharing their knowledge.The courses are great, clear, detailed, and easy to understand. The spreadsheets and other resources are very helpful, powerful tools. And the coaches, administrators, and owners are all fantastic to work with.After working with them I saw 13% growth in revenue and 400% growth in profit year over year. I highly recommend this to any business owner that wants to understand their money better while keeping all the tax agencies happy.
If you are a business owner and need more clarity and financial knowledge, don't wait to sign up for the CEO Finance Academy!Earlier this year, I made my first two hires in my business, and the complexity of managing my finances escalated to a level that I wasn't prepared for. Before that, it was just me in the business, so finances were easy - revenue, business expenses, taxes, and owner pay. When payroll was introduced into the mix, it was too much, and I didn't even know how much to pay myself anymore. This is when I decided to join the CEO Finance Academy, and I am so happy I did. I worked one-on-one with financial coach Justin Harris, who helped me learn how to calculate my P&Ls, margins, cash flow, direct costs vs. baseline expenses, and so much more. And most importantly, I now know how much I can pay myself without jeopardizing the business' financial health. If you want to take your financial knowledge to the next level and care about growing your business, I highly recommend joining the CEO Finance Academy as soon as possible. There are a ton of resources available for continued learning, and their customer service is top notch.I can't thank the CEO Finance Academy team and coach Justin enough for the experience they provided for me!
I've been a part of this program for several months now and it is a really solid program. Plus the people behind it are fantastic! I have a better grasp of my numbers, even though I don't like them. But it gives me a better footing to make changes.
Grateful to be apart of the CEO Finance Academy community. Constant value being added to my life.
According to TrustPlane, CEO Finance Academy has a 5.0/5 rating based on 35 verified reviews as of April 2026. Source: trustplane.app/company/ceofinanceacademy-com
