Your LLC didn't come with a manual, until now.
Discover how The Small Business Planner's step-by-step luxury guide and on-demand digital course companion can help create a profitable future for your business.
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Everything you need to start, organize, and grow your small business confidently.
The Small Business Planner® combines a beautifully designed physical planner with a powerful digital course, giving you the structure, tools, and templates to run your business with clarity.
From legal setup to pricing, cash flow, and growth strategies, you’ll have step-by-step guidance at your fingertips—so you can stop spinning your wheels and start making real progress.
The Small Business Planner® gives you everything you need to confidently manage your business, even if you don’t feel “like a numbers person.” It’s more than just a planner, it’s a full system combining step-by-step guidance, proven templates, and smart financial tools to help you get paid, price right, plan growth, and build lasting profitability.
Designed for solo founders and small business owners, 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.
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:
The Small Business Planner is comprised of 15 Chapters that walk you through everything you need to know to build a thriving business:
The Small Business Planner is manufactured by a partnership of several small businesses based in the USA.
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.
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 Confidence Starter Kit
Build the financial clarity, habits, and income systems of a wealthy business owner in one weekend with this digital bundle. The perfect starting point to take the next step for your business.
How to Pay Yourself a Consistent Salary Training + Template
Cash Flow & Pricing Templates to plan confidently
Clarity Worksheets: proven planning prompts to align your goals with what actually makes money
The Small Business Planner digital Business Plan Template so you can dive in to the essentials of starting your business plan the right way
Quick Wins: designed for fast results, your jumpstart to financial confidence — with instant access
The Wealth Builder System
Everything you need to build a business that runs with clarity, not chaos — a proven system to grow like a wealthy CEO with tools for consistent income and confident decisions.
Everything in Clarity Bundle
The Small Business Planner: your own copy of the step-by-step guide that has already helped over 5,000 business owners (with 2-Day Express shipping included)
The Business Owner Salary Planner Pack: a proven system to confidently pay yourself, plan income, and build financial stability (shipped to your doorstep)
The Sales Engine Planner Pack in Partnership with Bossbabe
Bonus: Digital Dashboard & Planning Library: Built for small business owners who want more than a planner - this is your complete system for profitable, sustainable growth.
The Business Owner Wealth Accelerator
For the small business owner ready to step into higher leadership, income, and momentum — this is your all-in-one Wealth Acceleration system with coaching and an AI assistant to help you implement, adapt, and grow.
Everything in the Pro Bundle
6 Months of Concierge AI Access: your personalized assistant with custom prompts, strategy, and content support
Your Most Profitable Year Program: a complete financial and marketing roadmap to maximize revenue and profit complete with monthly implementation support for your questions.
Full Digital Library: access every training, template, and resource
For business owners ready to scale with strategy, systems, and on-demand, personalized support to achieve their biggest goals
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:
Being a small business owner doesn’t just mean running a company—it means building real wealth, and it’s more possible than you think. Here’s how you can get started—and how our...
Tax season shouldn’t feel like a guessing game. In this post, we’ll walk you through the five key financial numbers every small business owner needs to track—and how mastering them...
Most small business owners aren’t paying themselves consistently—not because they don’t want to, but because no one ever showed them how. This post breaks down the real reasons business owners...
