S.E.E. Your Business Finances - Mini Course for Service Based CEOs

In a few days, create a simple system for your business finances you'll actually use so you can plan, price appropriately, and make data-driven decisions. - Self Paced - Templates included - CEO friendly (no CPA speak needed)

About the course

Dive into the world of the S.E.E. Your Business Finances Toolkit! With the dedicated team at MPM Business Solutions, we are eager to empower you with clarity, assurance, and command over your business finances. We are firm believers that mastering your financial landscape is key to thriving as a business owner. By understanding your financial metrics and proactively shaping your path, you unlock the potential for purposeful growth and systematic planning. S.E.E. symbolizes a 3 pillar approach to understanding and managing your business finances: Shift your Financial Mindset, Evaluate your Current Systems, and Establish Best Practices.

S - Shift your Financial Mindset

Transform your money mindset, break free from limiting beliefs, and step into your role as Financial CEO. This module empowers you to make confident and informed financial decisions.

E - Evaluate Your Current Financial Systems

Unleash the power of this module to enhance your money mindset and step into your Financial CEO position. Evaluate your finances and systems, address challenges, and set the stage for smarter choices.

E - Establish Financial Best Practices

Master the art of translating knowledge and systems into everyday habits. Stay aligned, sharp, and empowered to make strategic financial decisions for enduring success.

Is This Course For You?

Are you a busy service-based business owner juggling demanding clients? Do you crave a simple, efficient money management system instead of drowning in a sea of untouched spreadsheets? Let's simplify your finances together.

What's included

Financial Systems Audit Checklist

Revolutionary system auditing checklist

Financial Dashboard Sample and Setup Guide

Gain financial mastery with a dynamic dashboard and practical implementation tips.

Monthly CEO Finance Meeting Template

Transform your financial planning with our monthly meeting template

What you'll leave with

Price and Plan with Confidence

Unlock the secrets to strategic financial planning and confidently take charge of your business finances

See your cash clearly

Understand the origins of your cash flow for better financial management.

Create a simple money cadence you can stick to

Establish reliable systems for monitoring and analyzing

Take Control of Your Business Finances! Get Started

Unlock the power of financial clarity for your business.

$197.00

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Melendi Morton, MSHRD

S.E.E. Your Business Finances was designed by Melendi Morton, founder of MPM Business Solutions, who helps high-achieving entrepreneurs scale with systems, clarity, and confidence. This framework has helped dozens of business owners stop guessing — and start operating like real CEOs.

Curriculum

5 Chapters · 37 Lessons

1
Start Here: Introduction
1. (Included in full purchase)
  Course Overview
2
Module 1: Shift to CEO Mode – Rewire Your Money Mindset for Growth
1. (Included in full purchase)
  SHIFT YOUR FINANCIAL MINDSET
2. (Included in full purchase)
  CEO vs BOOKKEEPER MINDSET
3. (Included in full purchase)
  Reflection – THINK LIKE A CEO
4. (Included in full purchase)
  RELEASING MONEY GUILT OR AVOIDANCE
5. (Included in full purchase)
  Reflection – MONEY EMOTION
6. (Included in full purchase)
  CREATING YOUR FINANCIAL VALUES and GOALS
7. (Included in full purchase)
  STEP INTO YOUR CEO FINANCES: VISION PLANNING TOOLS
8. (Included in full purchase)
  STEP INTO YOUR FINANCIAL POWER
3
Module 2: Evaluate Your Current Financial Systems
1. (Included in full purchase)
  EVALUATE YOUR CURRENT FINANCIAL SYSTEMS
2. (Included in full purchase)
  Your Financial Systems – The Secret Sauce for Your Business
3. (Included in full purchase)
  WHY ARE THESE SYSTEMS SUCH A BIG DEAL?
4. (Included in full purchase)
  WHAT HAPPENS IF YOUR MONEY SYSTEMS ARE A HOT MESS?
5. (Included in full purchase)
  TRACKING INCOME & EXPENSES
6. (Included in full purchase)
  CHECK-IN – TRACKING INCOME & EXPENSES
7. (Included in full purchase)
  REVIEWING YOUR CURRENT SOFTWARE AND TOOLS
8. (Included in full purchase)
  CHECK-IN – REVIEWING SOFTWARE & TOOLS
9. (Included in full purchase)
  IDENTIFYING GAPS IN REPORTING & ACCOUNTABILITY
10. (Included in full purchase)
  SEE: FINANCIAL SYSTEMS AUDIT CHECKLIST
11. (Included in full purchase)
  BUILD CLARITY, STRENGTHEN CONTROL
4
Module 3: Establish Financial Best Practices
1. (Included in full purchase)
  ESTABLISH FINANCIAL BEST PRACTICES
2. (Included in full purchase)
  SETTING UP FINANCIAL DASHBOARDS
3. (Included in full purchase)
  SEE - FINANCIAL DASHBOARD SAMPLE GUIDE.
4. (Included in full purchase)
  BUILDING A MONEY ROUTINE
5. (Included in full purchase)
  SEE - Monthly CEO Finance Meeting Template.
6. (Included in full purchase)
  UNDERSTANDING YOUR NUMBERS
7. (Included in full purchase)
  CHECK-IN: CONFIDENCE WITH YOUR NUMBERS
8. (Included in full purchase)
  CONGRATULATIONS!- YOU’VE COMPLETED THE S.E.E. YOUR BUSINESS FINANCES TOOLKIT!
5
BONUS - Map Your Financial Priorities
1. (Included in full purchase)
  MAP YOUR FINANCIAL PRIORITIES
2. (Included in full purchase)
  CHOOSING TOP PRIORITIES
3. (Included in full purchase)
  DOWNLOAD: SEE – 90-DAY MONEY PLAN TEMPLATE
4. (Included in full purchase)
  DELEGATING OR AUTOMATING
5. (Included in full purchase)
  DOWNLOAD SEE – FINANCIAL DELEGATION MATRIX
6. (Included in full purchase)
  PREPARING FOR SCALING
7. (Included in full purchase)
  FINAL REFLECTION – STEPPING INTO FINANCIAL CEO CONFIDENCE
8. (Included in full purchase)
  THANK YOU!
9. (Included in full purchase)
  RESERVE YOUR 1-ON-1 MEETING

What people are saying

See how S.E.E. Your Business Finances is making a real difference for entrepreneurs just like you. These stories prove that clarity, confidence, and control are just one course away.

”

"Before this course, my finances were a mess. I was guessing instead of tracking. Now I finally understand what’s coming in, what’s going out, and how to plan ahead. The templates and checklists made everything so easy to implement!"

Carla B.

Houston, TX

”

"This course completely changed how I look at my business finances. I used to feel overwhelmed and avoid the numbers, but now I actually feel in control and confident. The SEE framework made everything clear and actionable—no fluff, just real tools that work!"

Ashley T.

Working mom

”

"I’ve taken a lot of business courses, but this one hit differently. It didn’t just teach me what to do—it helped me shift how I think about money. Now, I have systems in place, clear financial goals, and a mindset that actually supports my growth."

Danielle M.

Atlanta, GA

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