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Become Cashflow Canvas™ Certified
Help Founders find their way to profitability. Get the framework, AI and practical training to validate their numbers, refine their strategy and help implement their financial plan.
For bookkeepers, accountants, business coaches, lenders and economic development professionals.
Backed by 12,000+ Founders and trusted by 300+ Champs across North America.
82% of business owners fail because of cash flow issues*.
It doesn’t have to be this way.
Founders need more than just a forecast. They need help testing assumptions, making informed decisions and putting their financial plan to work.
Cashflow Canvas™ Certification equips you to validate their numbers, refine their strategy and guide their next steps.
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The Founders' Yellow Brick Road
to the bank and beyond.
The award-winning Cashflow Canvas™ brings together three core components:
A clear framework. An AI guide. A Certified Coach.
THE FRAMEWORK
Eight building blocks help Founders identify, organize, and refine all the numbers behind the business before they ever touch a spreadsheet.
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GLINDA* - THE AI GUIDE
Prompts Founders through all eight building blocks to create their first-draft financial forecast—without overwhelm or the need for historical data.
CERTIFIED COACHES
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Validate the numbers, test the assumptions, and refine the forecast—then help Founders put the plan into action and measure the progress.
Your Path to Certification.
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Explore the fit:
Book an Exploration Call to see how certification fits your practice, team
or community.
Learn the System:
Complete five weeks of live, online training covering the
Cashflow Canvas™ framework, Glinda and practical coaching techniques.
Put it into practice:
Complete the certification requirements and start guiding Founders
through one-to-one coaching, group cohorts or bootcamps.
What You’ll Learn
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Guide Founders through the eight building blocks.
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Review Glinda’s first-draft forecast and test assumptions.
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Refine pricing, profitability and cash flow strategies.
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Help Founders turn their financial plan into action.
What’s Included
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15 hours of live, expert-led training over five weeks—with hands-on practice and feedback.
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Access to Glinda and the Cashflow Canvas™ tools.
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Coaching guides, templates and delivery materials.
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A community of Certified Coaches and ongoing learning.
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You're next!
Cohort 12 Kicks Off...
Wednesday, November 4, 2026
1PM to 4PM ET
Via Zoom
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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