Apply for the 2026
Founders Circle™
Fix your finances
Lock in CFO-level support and get FREE 2025 bookkeeping cleanup
For 6–7 figure CEOs
who are ready to stop guessing, fix their financial foundation, and build a business that funds wealth, freedom, and legacy.
Fractional CFO + Profit First + strategic tax planning
Built on Relay Bank, Kick Accounting, and the Profit First App
Designed by a Certified Profit First Professional & Certified Tax Planner (TaxPlanIQ)
What Is the She Knows Profits™ 2026 Founders Circle?
The Founders Circle is a small, curated group of CEOs who want more than bookkeeping and tax filing.
It’s for business owners who are ready to:
Treat their numbers like a CEO, not a side task
Implement Profit First the right way
Use the bank account structure (Relay) + software (Kick) to create real cash clarity
Layer in proactive tax planning instead of hoping for a smaller tax bill
As a Founders Circle client, you’re not just “getting your books done.” You’re getting a CFO partner and a full cash flow + tax strategy system wrapped around your business.
Is the Founders Circle for You?
This is for you if:
Your business is earning $150K–$1M+ in annual revenue
You’re tired of feeling behind on books, taxes, or cash flow
You’ve outgrown DIY spreadsheets and reactive tax prep
Your business is earning $150K–$1M+ in annual revenue
You’re tired of feeling behind on books, taxes, or cash flow
You’ve outgrown DIY spreadsheets and reactive tax prep
You want a clear financial plan for 2025–2026 (not just a tax return)
You’re ready to implement Profit First, Relay Bank, and Kick with expert guidance
You value accountability and are willing to show up and do the work
Realtors and real estate teams
Consultants, agencies, and professional service firms
Beauty, wellness, and medical spa owners
Coaches, speakers, and experts with variable income
What You Get as a 2026 Founders Circle CEO
Founders Circle Bonus – FREE 2025 Bookkeeping Cleanup
When you’re accepted into the 2026 Founders Circle and enroll in ongoing CFO advisory, you’ll receive:
FREE 2025 bookkeeping cleanup + catch-up
Categorizing & reconciling 2025 transactions
Cleaning up messy charts of accounts
Fixing past errors that block clarity
Preparing clean books so 2025 becomes your new baseline
Value: $2,500–$8,500 depending on complexity and volume
This removes the #1 barrier most CEOs face:
"I’d love CFO help, but my books are a mess.”
We fix that first.
Your Founders Circle package is built on three pillars:
CFO + Profit First Support
Custom Profit First targets (CAPs → TAPs)
Bank account structure and allocation rhythm
Monthly or quarterly CFO check-ins (based on tier)
Cash flow forecasting and profit planning
Custom Profit First targets (CAPs → TAPs)
Bank account structure and allocation rhythm
Monthly or quarterly CFO check-ins (based on tier)
Cash flow forecasting and profit planning
Tax Strategy & Planning
Led by a Certified Concierge Tax Planner (TaxPlanIQ)
Proactive review of entity structure, compensation, and deductions
5–6 figure tax savings opportunities identified and prioritized
Year-round planning, not just tax-time panic
Systems & Implementation
Relay Bank account setup and structure)
Kick Accounting implementation for clean, automated books
Profit First App setup for visibility
Templates, dashboards, and workflows so your team can follow the plan
You’re not left to “figure it out later.”
We implement with you.
How the 2026 Founders Circle Works
Step 1 – Apply
Complete the application on this page. Tell us about your business, revenue, bookkeeping status, and goals for 2025 to 2026.
Step 2 – Review & Invitation
If you’re a good fit, our team will invite you to a short review call to confirm scope, answer questions, and choose the right CFO advisory tier.
Step 4 – 2026 CFO Advisory Begins
Your ongoing advisory starts in 2026 with regular meetings, reporting, tax strategy, and accountability around your profit and cash flow goals.
Step 3 – 2025 Cleanup & Setup
Once enrolled, we start with your FREE 2025 bookkeeping cleanup plus Profit First, Relay, and Kick setup — so you enter 2026 clean and organized.
Step 4 – 2026 CFO Advisory Begins
Your ongoing advisory starts in 2026 with regular meetings, reporting, tax strategy, and accountability around your profit and cash flow goals.
Step 3 – 2025 Cleanup & Setup
Once enrolled, we start with your FREE 2025 bookkeeping cleanup plus Profit First, Relay, and Kick setup — so you enter 2026 clean and organized.
Why This System Works and Why Work With Erika
The Founders Circle is built on the same ecosystem Erika uses with her top-tier clients:
Profit First – a proven framework for putting profit first in every dollar that flows through your business.
Relay Bank – banking built for cash flow management with multiple accounts and automation.
Kick Accounting – clean, consistent bookkeeping and reporting.
TaxPlanIQ – a proactive tax-planning engine that uncovers real savings.
About Erika:
About Erika:
Fractional CFO & Profit Strategist
Certified Profit First Professional
Certified Concierge Tax Planner (TaxPlanIQ)
Certified Cash Flow Advisor (Relay Banking Partner)
Goldman Sachs 10KSB Alum
TEDx Speaker
Trusted by 6–7 figure CEOs across multiple industries
You’re not just getting software. You’re getting a CFO and tax strategist who knows how to turn complex numbers into clear decisions.
Testimonials
Client Results
This is the clarity Stefanie experienced- and exactly what you'll find as part of the Founders Circle.
Shanice, a tax professional, left Erika's One Big Beautiful Bill training with new strategies she can immediately apply to her clients- proof that Erika's tax expertise elevates even experienced preparers.
Dr. Kimberly Paster found the strength, clarity and insight she needed alongside Erika to boost her business and finally make her numbers work for her.
Bridget found exactly what she needed for her small business working with Erika. She left fear behind, and welcomed CEO level clarity, proving how Erika's support works wonders even with experienced business owners.
FAQs
What does “FREE 2025 bookkeeping cleanup” include?
It covers reconciliation and categorization of your 2025 business transactions in supported accounting software, basic cleanup of your chart of accounts, and preparation of clean financials for advisory. If your books are extremely complex (multiple entities, back years), we’ll discuss scope on your review call.
When does the free cleanup happen?
Cleanup is completed during 2025 so that by January 1, 2026, you’re starting CFO advisory with clean books and a strong financial foundation.
How many spots are available?
We are limiting the 2026 Founders Circle to 10 CEOs so we can provide deep, hands-on support.
Do I need to be using Profit First already?
No. We’ll help you implement Profit First and set up Relay and Kick as part of the onboarding.
What revenue level is the best fit?
Most Founders Circle clients are in the $150K–$1M+ revenue range and want to grow while staying profitable and prepared for taxes.
Ready to Build a Profitable CFO-Level 2026?
If you’re serious about cleaning up 2025, stepping into 2026 with a CFO partner, and using Profit First, Relay Bank, Kick, and proactive tax planning to build real wealth — apply for the She Knows Profits™ 2026 Founders Circle below.
We review applications on a rolling basis and will only accept CEOs we know we can serve well.
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