Free CFO Playbook for Wellness & Fitness Owners

Primary Outcome

Gain CFO-level financial visibility and a scalable framework to boost profitability and cash flow.

Who This Is For

• - Founder or financial lead of a wellness/fitness studio seeking CFO-level reporting
• - Operations manager at a boutique gym or studio aiming to optimize cash flow and profitability
• - Franchise or multi-unit fitness brand owner looking for a repeatable finance playbook to scale

What You'll Learn

• Practical financial templates and budgeting frameworks
• KPIs and dashboards tailored for studios
• Step-by-step guidance to improve profitability and cash flow
• Scalable framework for growth across multiple locations

Prerequisites

• Interest in finance for operators
• No prior experience required
• 1–2 hours per week

About the Creator

Albert Ramos Jr. — THE CFO for Fitness & Wellness Brands | Host, The Owner Seat Podcast | CFO @ Stratego | CEO @ Valisights | AVP Ops, Lori’s

LinkedIn Profile

FAQ

What is "Free CFO Playbook for Wellness & Fitness Owners"?

Unlock a proven CFO playbook tailored for wellness and fitness brands. Access practical financial templates, budgeting frameworks, KPI dashboards, and a scalable framework to improve profitability, cash flow, and strategic decision-making. This resource helps you replace guesswork with clear, data-driven plans for faster growth.

Who created this playbook?

Created by Albert Ramos Jr., THE CFO for Fitness & Wellness Brands | Host, The Owner Seat Podcast | CFO @ Stratego | CEO @ Valisights | AVP Ops, Lori’s.

Who is this playbook for?

- Founder or financial lead of a wellness/fitness studio seeking CFO-level reporting, - Operations manager at a boutique gym or studio aiming to optimize cash flow and profitability, - Franchise or multi-unit fitness brand owner looking for a repeatable finance playbook to scale

What are the prerequisites?

Interest in finance for operators. No prior experience required. 1–2 hours per week.

What's included?

Practical financial templates and budgeting frameworks. KPIs and dashboards tailored for studios. Step-by-step guidance to improve profitability and cash flow. Scalable framework for growth across multiple locations

How much does it cost?

$0.40.

Tags

• Cash Flow
• Pricing Strategy
• Profitability
• Budgets
• Financial Models

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