Business education, practical AI learning and tools you can apply. Choose Premium Membership or VIP Membership. Annual advisory and Virtual CFO support are available through a separate engagement.
Choose by the support you need: Premium for learning and tools. VIP adds mentorship and professional review for $200 more per month. Annual advisory is a separate service engagement.
Premium membership · $49 monthly plan
Premium Membership
Learn practical business skills and put AI to work in your own business.
$49 /month
For business owners and high income earners
Financial Virtue Digital Library: courses and audio learning
Tax Planning Foundations, Business Finance & QuickBooks, and real estate learning
KeepMore IQ, templates and implementation checklists
Schedule a meeting to discuss your business needs. Scope and fees are agreed in writing before work begins.
One place to keep moving
Your library lives inside the Club.
Financial Virtue Digital Library brings business learning and useful tools into your membership experience. KeepMore IQ supports the work as a handy included tool.
Learn. Practice. Share your progress.
Choose a lesson relevant to your business. Complete its exercise, use the resource and bring your questions to the community. VIP Membership adds guidance for your professional practice.
Membership supports your learning and your own implementation. Work performed by our team is agreed separately.
Business ownership and tax education
Tax Planning Foundations Projections, deadlines, records and year round planning habits.
Business Finance & QuickBooks Worked examples, monthly close checklists and a practical capstone.
Real Estate Tax Strategy Roadmap Acquisition, records, operations and planning questions.
Audio lessons and practical resources
KeepMore IQ planning support
See the learning approach
One exercise. Something you can use.
These sample exercises show how learning becomes a practical output. Expand one to try it.
AI practice: draft a useful business message
Try this prompt with your AI tool: “Draft a polite invoice reminder using fictional details. State the invoice number, amount, due date and payment link. Give me a concise email and a short text version. Ask for any missing facts instead of inventing them.”
Your output: a reusable reminder template you review before sending. Keep confidential client data out of public AI tools.
Premium action plan: choose one measurable move
Write one business task, the person responsible, its due date and the evidence that will show it is complete. Example: “By Friday, I will reconcile one business bank account and save the report.”
Your output: one scheduled action and a clear completion check.
VIP mentorship: bring a workflow for review
Choose one workflow in your practice, such as collecting missing client documents. List the trigger, inputs, owner, review step and completed output. Use fictional examples or remove identifying client details.
Your output: a focused workflow and one question to bring to a group mentorship session.
Premium learning, VIP Membership or Annual Advisory & Virtual CFO.
2. Get your access
Complete membership enrollment through Skool, or discuss your professional service scope with our team.
3. Put it to work
Use the lessons and resources, seek mentorship or begin the work in your accepted engagement.
Before you choose.
What support do I receive each month?
Premium includes self paced learning, practical tools, a monthly group planning session and group office hours. VIP includes Premium Membership plus two monthly group mentorship and implementation sessions, priority questions and accountability checkpoints. Session dates and access details are published in the Club Calendar. This is group support; individual services are separately scoped.
Does membership include individual tax advice or work performed for me?
Individual assessment, tax recommendations and work performed by our team require a separate professional engagement. Tax preparation, bookkeeping, payroll services and QuickBooks subscriptions are not included in membership.
How do I begin a Virtual CFO engagement?
Schedule a meeting to discuss your priorities and the support your business needs for 2027. We define the services, schedule and fees in a separate written engagement. Tax preparation and filing are included within your agreed annual advisory scope.
Can I use professional templates with my clients?
Follow the usage terms attached to each resource. Client use, customization, redistribution and resale rights must be confirmed before using a resource in your practice.
Where do I access the library and sessions?
Inside Financial Virtue Club on Skool. Check Classroom for resources and Calendar for the current group session and mentorship schedule. Review the membership access and billing terms at enrollment.
Your next move
Choose the support that fits your work.
Start with Premium Membership, grow into mentorship or speak with our team about Annual Advisory & Virtual CFO.
