🔥Event Special - June 17 Cohort Now Open
sticks... or brick?
- +8 live coaching sessions - Kathryn and Albert co-coaching every week
- +Custom Quiet Books dashboard - 10 live metric tiles built with you in weeks 1-4
- +Personal mini assessment - your numbers reviewed before day one
- +Friday implementation calls every week
- +Lifetime replay access plus 100% tax-deductible
- +8 live coaching sessions - Kathryn and Albert co-coaching every week
- +Custom Quiet Books dashboard - 10 live metric tiles built with you in weeks 1-4
- +Personal mini assessment - your numbers reviewed before day one
- +Friday implementation calls every week
- +Lifetime replay access plus 100% tax-deductible
- +8 live coaching sessions - Kathryn and Albert co-coaching every week
- +Custom Quiet Books dashboard - 10 live metric tiles built with you in weeks 1-4
- +Personal mini assessment - your numbers reviewed before day one
- +Friday implementation calls every week
- +Lifetime replay access plus 100% tax-deductible
OUR APPROACH
Want the clarity of a
savvy CFO?
In 8 short weeks you'll be seeing profits you never thought possible — and you'll have a financial system built around your business that gives you peace of mind and frees you to enjoy life.
This is an 8-week, high-impact group coaching and consulting process for business owners who want the financial support of a full-time CFO — without the six-figure salary.
Albert Corey brings 40+ years of street-smart CPA experience, insider tax strategies, and brand-building systems. Kathryn Dager brings 40 years of culture, people development, and organizational transformation.
We don't hand you a "template" and wish you luck. We build it with you, around your numbers, your team, your goals. This is the "Do-It-WITH-You" difference — and it's why our clients actually use what they build.
Your business is as unique as your thumbprint. Your financial system should be too.
RESULTS YOU CAN EXPECT
- Replace guesswork with real CFO-level clarity
- Avoid costly audit mistakes and setup traps
- A custom Quiet Books™ dashboard built live with you
- Know your most profitable service or product — exactly
- Build a rock-solid business + personal brand
- Plug into community, leads, and local growth
- Make your business fun, sustainable, and highly profitable
The full 8-week curriculum
Two powerful tracks.
One complete system.
🟢 Weeks 1–4 · Quiet Books™ Financial Clarity Track
Your personal Quiet Books dashboard is built live during these four weeks. You leave with 10 real-time metric tiles tuned to your specific business — the financial "code" that turns QuickBooks data into decisions.
WEEK 1
Quiet Books™
Your Financial Fingerprint
- Your Quiet Books mini-assessment — 10 metrics that matter
- Identify your #1 profit lever
- Revenue by month & cash runway tile build
- The visibility gap: what your numbers are hiding
WEEK 2
Quiet Books™
Margins & Money Flow
- Gross margin by offer/service tile build
- A/R aging — exposing stuck cash at 30/60/90 days
- "So if you lifted your margin by X…" framework
- Operating expenses trend — catch rising costs early
WEEK 3
Quiet Books™
Revenue Intelligence
- Customer acquisition & conversion rate funnel tiles
- Average transaction value analysis
- Busy vs. profitable seasons decoded
- The "Money Line" question — making your numbers talk
WEEK 4
Quiet Books™
Your Living Dashboard
- Client retention/churn & net profit margin tiles
- Dashboard refinement — your 10 tiles, fully live
- Friday implementation call: dashboard in action
- From data to decision — your weekly review ritual
📐 Weeks 5–8 · CFO Business Operations Track
Albert's proven operational framework: systems, brand, visibility, and client acquisition. Everything you need to run a business that's not just profitable — but scalable and sustainable.
WEEK 5
CFO Track
Build Your Backend
- Systems to automate, operate, and delegate
- What to measure, how to track & report
- SOP templates, KPI tracker, system map
WEEK 6
CFO Track
Brand Like A Boss
- Personal brand vs. business brand strategy
- Stages, leads, and leverage
- Brand voice builder, stage offer outline, lead magnet planner
WEEK 7
CFO Track
Show Up Locally & Digitally
- Chambers, Facebook groups, and networking that works
- Community calendar, contact tracker, group pitch planner
- How to join and lead conversations that generate clients
WEEK 8
CFO Track
Lights, Camera, Clients!
- How to shoot 5 promo videos with a tripod and lighting
- 5 plug-and-play messaging scripts
- Thumbnail creation, video posting, and lead magnets
YOUR CO-HOSTS
80 combined years. One system.
Built for you.
Albert "Taxman" Corey
CPA · Corey & Associates / 40 Years · 150,000 Clients · Zero Audits
Albert delivers 40+ years of street-smart CPA experience, insider tax strategies, brand-building systems, and powerful business clarity you won't get from your average accountant. He has seen the inside of thousands of small business financials — and he knows exactly where the levers are.
WITH ALBERT YOU GET
- CFO-level financial strategy without a CFO salary
- Insider audit-avoidance tactics that protect your business
- Tax-deductible investment (the IRS helps pay for this course)
- Personalized 24/7 access and feedback throughout
Kathryn Dager
"The Workplace Whisperer" / Profitivity Inc. · Founder · 40 Years
Kathryn has transformed thousands of overwhelmed leaders into focused, profitable powerhouses. As founder of Profitivity Inc. (est. 1985), she brings 40 years of culture revamps, leadership development, and teamwork systems that drive revenue — long before any of this was called "coaching."
WITH KATHRYN YOU GET
- Culture and people systems that make your dashboard numbers move
- Leadership skills that drive daily results
- Revenue jumps of 30% or more with the right team structure
- Action plans tailored to your vision — built with you, not for you
INVESTMENT
Everything included.
Nothing held back.
Total real-world value$14,700
YOUR INVESTMENT TODAY
$1,500
✓ 100% tax-deductible as a business operations expense
(The IRS effectively helps pay for this course)
⚡ Limited to 30 seats maximum · June 10 start
WHAT CLIENTS SAY
Real results from
real business owners.
★★★★★
"Corey came highly recommended. He saved me over $700 with my personal taxes over TurboTax. He knows the ins and outs - worked on my return the same day I called."
Daniel Travelstead
★★★★★
"Corey & Associates are certainly the #1 accounting firm in Florida. Extremely professional and trustworthy. Everything is done 100% correctly. Highly recommended. A+++++."
Clovis S.C.
★★★★★
"Great experience with Albert. He was quick and efficient with my taxes. I would highly recommend him for your tax submissions for company and individuals."
Rahat Suddle
★★★★★
"Excellent service and expert advice from Albert Corey, who has been preparing my returns for over 10 years. I have NEVER left dissatisfied. Highly recommend."
Diana Janny
COMMON QUESTIONS
Frequently asked
questions
What sets Corey and Associates apart from other accounting firms?
Albert Corey brings 40 years of street-smart CPA experience, 150,000 clients served, and a zero-audit track record. Unlike typical accounting firms, Corey and Associates does not just file your taxes - they build financial systems that protect and grow your business.
What is the Quiet Books track in weeks 1 through 4?
Quiet Books is the Financial Clarity System co-created by Kathryn Dager and Albert Corey. During weeks 1 through 4, we build your personal 10-metric dashboard live together. You end up with a real-time financial picture built around your numbers, your industry, and your goals. Not a template. Yours.
How difficult is it to establish a new business structure?
With the right guidance, it is much simpler than most people fear. Albert and Kathryn will do an Assessment to customize your Dashboard, and they walk you through LLC and Corp setup, audit-avoidance tactics, name search, entity checklist, and EIN application - step by step, with all the tools included.
How can I avoid getting audited?
Albert has helped 150,000 clients with zero audits. The key is proper entity structure, clean bookkeeping, and knowing what red flags the IRS looks for. We cover all of this across the 8-week program - and Albert and Kathryn are available for personal questions throughout.
Is this investment tax-deductible?
Yes - CFO In-A-Box is 100% tax-deductible as a business operations expense. Depending on your tax bracket, the IRS effectively subsidizes a significant portion of your investment. Albert and Kathryn will show you exactly how to use this amazing benefit.
Do you offer any reward for referrals?
Yes! Every business owner you refer who joins CFO In-A-Box earns you a reward. We believe the best growth is community-powered.
What if I already have a bookkeeper? Will this replace them?
As a business owner, you have your own way of accounting and we will integrate whatever your method is into your customized dashboard, We will build it around your particular business, with strategy, goals, behaviors, and specific metrics that create the success you crave. You can manage your dashboard or delegate it if you wish. It's YOUR Business, after all.
The wolf at the door gets louder
the longer you wait.
8 weeks. Your dashboard. Two experts. The financial clarity your business has always deserved - and the culture systems to make it last.
Limited to 30 seats · June 17 cohort · 100% tax-deductible
© 2026 Corey & Associates / Profitivity Inc. — All Rights Reserved
The information provided in this webinar is for educational purposes only and does not constitute formal financial, tax, or legal advice.
Please consult with a qualified professional regarding your specific situation before making any financial decisions.
© 2026 Corey & Associates. All rights reserved.