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Become a Certified
Cashflow Canvas™ Coach
Give every Founder a clear path to profit — and grow your own impact, income, and influence.
Join our upcoming info session to learn more about the proven system empowering
11,000+ entrepreneurs.​
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Trusted by 270+ lenders, educators and economic developers.
82% of business owners fail because they don’t know their numbers.
​That’s where you come in. Cashflow Canvas™ Certification equips you—and your crew—to turn that need into impact: guiding Founders out of the fog and onto solid financial ground with clarity, confidence, and a solid strategy.
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Founders' Yellow Brick Road
to the bank and beyond.
The Cashflow Canvas™ is a brilliant three-part process that teaches business owners how to master the art of building a profitable budget. ​​​​
The Eight Building Blocks.
![The Cashflow Canvas [Palette+ Colour Key] V1025 (17 x 11 in).png](https://static.wixstatic.com/media/192b6a_115fe41e481643dfac5f14df4c752409~mv2.png/v1/crop/x_183,y_177,w_1603,h_981/fill/w_996,h_610,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/The%20Cashflow%20Canvas%20%5BPalette%2B%20Colour%20Key%5D%20V1025%20(17%20x%2011%20in).png)
The Three Part Process.
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STEP 1: Learn the Landscape
Founders begin their Cashflow Canvas™ journey with a clear view of the big picture. They learn the true power of budgeting, how profitability is deliberately planned, and the steps that turn uncertainty into clarity.
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STEP 2: Sketch Out the Numbers
In their Cashflow Canvas™ Sketchbook, Founders experiment with ideas — playing with numbers, testing assumptions, and shaping early financial possibilities before committing to the plan.
STEP 3: Fill the Forecast
Founders move their numbers into the Forecast, where ideas take shape. They learn how profitability is built, how the bank account balances, and how strategy becomes a financial roadmap.
Your Path to Certification.
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Discover the Opportunity
Join a live Info Session to explore the program, ask questions, and see how becoming a Certified Cashflow Canvas™ Coach can elevate your practice.
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Enroll in the Next Certification Cohort
Secure your spot in our upcoming training. You’ll be joining a select group of professionals ready to build strong — and stay strong.
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Train + Transform
10 weeks of live, online training (with recordings available), you’ll master the Cashflow Canvas™ framework, tools, and coaching techniques — and leave ready to serve Founders with confidence and impact.
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Week 1
Kick-Off Call
Learn the Landscape
Connect, set goals, and explore the Canvas™ landscape to launch your certification journey.
Week 2
Revenue Streams
Define, categorize, and strengthen revenue streams to create reliable, profitable business foundations.
Week 3
Direct Costs
Identify, calculate, and control direct costs, ensuring accurate margins and long-term profitability.
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Week 4
Pricing + Sales Assumptions
Set profitable prices, validate assumptions, and align offerings with financial goals and client expectations.
Week 5
Team + Personnel
Map staffing needs, define roles, and calculate payroll to maximize efficiency and profitability.
Week 6
Space + Operating and Marketing + Sales Break down operating, space, and marketing costs to strengthen strategies and optimize business performance.
Week 7
Other Costs + Loading the Palette
Capture additional expenses, integrate them into the Palette, and build financial clarity.
Week 8
Filling the Forecast
​Convert insights into forecasts, building financial projections that guide strategy and future growth.
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Week 9
Forging the Forecast + Next Steps
Refine forecasts, identify capital requirements and and prepare cleints for confident implementation.
Week 10
Coaching Tools + Techniques
​Master frameworks, demo tools, and coaching techniques to deliver powerful results with Founders.
Your Top 3 Takeaways
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Three Proven Ways to Coach: Deliver impact your way — whether it’s 1:1, in group cohorts, or through bootcamps.
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Done-for-You Tools + Templates: Leverage plug-and-play resources that make financial coaching engaging, interactive, and fun.
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A Global League of Coaches: Join a worldwide network of Certified Coaches who share insights, support, and referrals.
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Differentiate Your Practice with a unique certification that blends personal + business finances.
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Add a Revenue Stream with flexible programs that fit your business model and leverage your time.
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Coach with Confidence knowing you have the framework, skills, and strategies to make a lasting impact.
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What’s Included in Your Certification
These are the essentials every coach receives as part of certification:
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Unlimited Founder Enrollments: Enroll your Founders for free into the Cashflow Canvas™ Online Blueprint.
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All Founder Tools & Templates: Cashflow Canvas™ Palette, Sketchbook, Forecast, Debt Repayment Calculator, and more.
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Coaching Frameworks & Call Agendas: Session guides to keep every coaching call impactful.
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Coaching Demo Tools & Templates: Practice cases and demo decks to build confidence.
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Sample Playbooks: Ready-to-use playbooks for 1:1, cohorts, or bootcamps.
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Dedicated Success Coach: Monthly check-ins for guidance and accountability.
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You're next!
Our Cohort Kicks Off...
Tuesday, January 6th, 2026
11am to 12:30pm PT
Via Zoom
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Investment:
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$2,990 CAD* one-time Certification Fee
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$290 CAD* Annual Recertification Fee
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Social Media Toolkit: Branded graphics, captions, and posts to promote your coaching services.
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Marketing & Outreach Scripts: Proven emails, LinkedIn messages, and follow-ups to land clients.
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Client Onboarding Toolkit: Welcome templates, contracts, and intake emails to start strong.
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Pricing & Packaging Guide: Guidance on structuring your offers with confidence.
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Monthly Certified Coach Calls: Peer learning and strategy-sharing sessions.
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Professional Development Credit Eligibility: In many cases, your training may count toward PD credits with CPB and CPA Canada.
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Annual Resource Refresh: Updated tools, playbooks, and frameworks to stay current.
*The Cashflow Canvas™was created in with .
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