Chief Wealth Officer

The Money Management Course For Every Small Business Owner

Chief Wealth Officer is an accessible, easy and approachable way for business owners, entrepreneurs, and solopreneurs to learn what they need to know about proper business money management.

This video course – with complimentary workbooks and supporting materials – is specially designed to take any accounting novice to expert at their own pace, while enjoying the process along the way.

Program Benefits

These are the outcomes you’ll receive by completing the Chief Wealth Officer course:

  • Feel confident you’re not paying more in taxes than you need to each year
  • Have the proper, correct bookkeeping processes in place to ensure you’re saving time come tax time
  • Get a greater understanding of how your money in your business is working for you, and how it’s not
  • Diagnose cash flow issues so that you can take concrete steps to fix them
  • Feel good that you’re managing your money properly


Justine’s Chief Wealth Officer course taught me a host of new skills that I never even knew I needed to support the financial management of my business. Justine is personable, funny and capable of making even the driest of bookkeeping topics entertaining. I highly recommend this program to any and all small business owners and entrepreneurs.

Elizabeth Cronise McLaughlin

Founder of the Gaia Leadership Project

Justine is a dynamic instructor who manages to make learning about bookkeeping interesting and fun. I love her no-nonsense attitude and her thorough materials!

Amanda Hofman

Founder of Urban Girl Squad

I have known Justine for a long time and she has proved time and time again to be a trusted (and amazing!) resource. Chief Wealth Officer course really helped give me clarity around how to read the financial reports I need to run my business. I highly recommend her courses – she makes the complicated topics of taxes and small business finance easy to understand.

Sarah Phelps

President PES Film, Inc. (Academy Nominated)


Chief Wealth Officer is divider into six sections:

Accounting Terminology

Learn the language of accounting

The Profit & Loss Statement

Understand your business health

The Balance Sheet

Understand your assets & liabilities

Sales Course

Learn how to set objectives and grow your business

Document Organization

Reduce the clutter and get your financial life organized

The Cashflow Statement

Understand how much cash is coming in and going out

Program Details

When you download Chief Wealth Officer you get:

Video Lessons

  • Accounting Terminology
  • Understanding the Profit & Loss
  • Understanding the Balance Sheet
  • Understanding the Cash Flow Statement
  • How to Set Up a Bookkeeping System


  • Cheat Sheet & Glossary
  • Quick Reference Guide to Source Documents
  • Weekly Bookkeeping Checklist


  • Profit & Loss
  • Balance Sheet
  • Cashflow Statement


Only $99 $39!

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