★★★★★ Trusted by 9,000+ business owners
Amazing planner for small businesses!
"I love how detailed, beautiful, and BIG the planner is! I cannot wait to start utilizing it this week during the challenge!!"
The operating manual every small business owner wishes came with their LLC or S-Corp
The Small Business Planner
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$197.00 USD
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$197.00 USD
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Your complete roadmap to a profitable small business — beautifully built, strategically sound.
Most small businesses don’t fail because the owner lacks passion. They fail because they lack a plan.
The Small Business Planner® System is that plan.
Created by a Columbia MBA and 7-figure serial entrepreneur, this all-in-one system combines a premium, linen-bound physical planner with a full digital course companion — giving you the tools, structure, and step-by-step strategy to set up, organize, and grow your business with clarity, confidence, and consistent profit.
Whether you’re figuring out pricing, setting up your systems, managing cash flow, or mapping your growth — this is the framework that shows you how to build real wealth as a business owner. Even if you’re “not a numbers person.”
✔️ Premium handmade planner, shipped to your door
✔️ Full companion course with 15 video modules + PDF access
✔️ Proven planning systems trusted by 6,500+ entrepreneurs
It’s not just a planner — it’s your business strategy in your hands.
Designed for solo founders and small business owners alike, this is the only system that helps you stop guessing and start running your business with clarity, confidence, and a clear path to real wealth.
Because your business deserves more than a start — it deserves a strategy and a guide by your side.
Why it Works (and Who It's For)
Why it Works (and Who It's For)
Curious if this will work for your business?
YES! It was created for both service and product-based businesses, making it a uniquely powerful system.
The Small Business Planner was designed for real business owners who know failure is not an option.
If you're tired of making financial, legal, hiring, pricing, and planning mistakes in your business - this is for you. This system was built by an award-winning entrepreneurship coach who's helped over 5,000 small business owners get profitable and it shows you how to:
- Set sales goals you know how to achieve
- Create profitable offers and pricing
- Forecast your cash flow with clarity
- Implement business rhythms that make wealth possible
What Do the Chapters Cover?
What Do the Chapters Cover?
The Small Business Planner is comprised of 15 Chapters that walk you through everything you need to know to build a thriving business:
- Chapters 1-5 is about the profitable structure that pays you well: covering the essential steps to forming a legal entity, opening business bank accounts, the key contacts you need as a business owner, a primer on insurance, and a dedicated section to store your insurance policies and tax returns
- Chapters 6-8 is the failproof method to save time and money customized to your business: covering how to identify your Core Values, how to create a Mission Statement, and how to assemble a Board of Advisors
- Chapters 9-15 sets up the system for consistent cash flow in your business: covering the key operational and financial elements of running a small business
The Small Business Planner is manufactured by a partnership of several small businesses based in the USA.
Return & Refund Policy
Return & Refund Policy
Pass-The-Planner: Our 30-Day Money Back Guarantee and Small Business Owner Support Program
We know The Small Business Planner is the most powerful resource to transform your business and as such we offer a 30-Day Money Back Guarantee as a part of our Pass-The-Planner Program.
If you find that your copy of The Small Business Planner does not meet your expectations, we'll issue a refund and ask that you donate your copy to a business owner in need. Please send an email to us via hello@smallbusinessplanner.com with an introduction to the business owner you plan to donate your copy to so that we can share the digital course access with them and confirm your refund.
Should you not wish to participate in our Pass-the-Planner Program, and prefer to simply return your copy, you can initiate a Return here.
Digital Course purchases are non-refundable.
Shipping Info
Shipping Info
All orders ship from our distribution center in New York City, via free shipping for orders in the USA. Please note that we are unable to ship to PO Boxes. Global shipping is also available.
The Complete Wealth Planner System
$997
Your All-In-One System For business owners ready for excellence, leadership, calm, and consistent profitable growth.
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The Small Business Planner® (shipped to your door)
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The Small Business Planner Digital Course Companion (immediate access)
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The Business Owner Salary Pack: a proven system to confidently pay yourself, plan income, and build financial stability (shipped to your door)
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The Sales Engine Pack in Partnership with Bossbabe (shipped to your door)
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Lifetime Profit Planner Concierge AI Access: your personalized business strategy guide with custom prompts, strategy, and content support
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Full Access to Our Digital Wealth Library: access every training, template, and resource.
The Small Business Planner Pro Bundle
$497
The Business Growth EngineThe Small Business Planner paired with the exact trainings and templates you need to scale your profit on purpose.
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The Small Business Planner® (shipped to your door)
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The Small Business Planner Digital Course Companion (immediate access)
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The Business Owner Salary Pack: a proven system to confidently pay yourself, plan income, and build financial stability (shipped to your door)
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The Sales Engine Pack in Partnership with Bossbabe (shipped to your door)
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Bonus: Small Business Owner Wealth Planning Trainings and Templates
The Small Business Planner Starter Kit
$197
Your Confidence KickstartThe essential tools to begin your financial clarity journey — built around the Small Business Planner.
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The Small Business Planner® (shipped to your door)
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The Small Business Planner Digital Course Companion (immediate access)
Why We Created The Small Business Planner
Your business should be a profitable system that pays you well. Make consistent cash flow a reality in your business with The Small Business Planner. Click to watch a video message from Catherine, the creator of The Small Business Planner:
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Overall rating: 4.810811 / 5 from 37 reviews.
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Reviews
"This planner is an absolute need to have, it gives you everything you need to not only be prepared and productive, but also a guide towards success. Especially for independent salon owners."
"The binder is too small for just the pack they gave me specifically for the binder. I wish they either printed front and back or gave a lottle bigger binder. UPDATE: i had sent a message and Catherine was so wonderful. She helped me with my space issue and made my feel better. Such a wonderful person."
"A great system and well organized . Exactly what you need to do to help start your business."
"I wished I used it better. But it is worth the price"
"Very organized and easy to follow. I look forward to growth that will happen in my business in 2026."
Best Experience w/ this company!!
"I loved my Small Business Planner and found it so so helpful! However, I lost it in a flood at my house due to a burst pipe. When I reached out over instagram and told them what happened, they immediately replaced it! Its more than just the planner- Catherine cares about her community and customers! I can not recommend enough!"
"I like it!"
The Best
"I have been in business for almost 3 years. I have papers, sticky notes, journals, etc everywhere. Needless to say, I needed some organization. The Small Business Planner was the perfect answer. It has not only organized my business but it has really helped me hone in on what I want for my business. This planner is a MUST!!!"
"Beautiful Planner! I’m very please with my purchase."
Q&A
The Small Business Planner Blog
View all-
Lead Your Bookkeeper Like a CEO: 3 Steps to Make Your Numbers Tell the Truth
Most business owners think their bookkeeper is in charge of their numbers—but the truth is, your financial reports only become powerful when you start leading. In this guide, you’ll learn...
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Revenue Planning 101: How to Project Monthly Income Realistically
Tired of guessing your monthly revenue? Learn how to project income the smart way—even with inconsistent sales. This guide simplifies revenue planning for small business owners using The Small Business...
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How to Set Goals You’ll Actually Hit in Your Business
Tired of setting business goals that never get done? Learn how to set realistic, motivating goals you can actually follow through on—with help from The Small Business Planner.
