P – Purposeful: Doing meaningful work with intention, integrity, and impact.
R – Responsible: Taking full ownership of your business and finances, making informed and confident decisions.
O – Opportunity: Creating space for growth, expansion, and support to thrive.
P – Passionate: Bringing love, care, and dedication into every aspect of your business.
E – Expansive: Scaling with strategy, ensuring long-term, sustainable growth.
R – Resilient: Building a strong foundation that can withstand challenges and drive success over the long term.
The CEO Playbook is built on this framework to give you the exact tools and structure you need to stop feeling overwhelmed and start leading like a true CEO.
Define your business vision and mission. Create a strategic roadmap for growth.
Understand your business’s financial health. Budget, price, and forecast with confidence.
Streamline your workflows. Build efficient systems for consistent results.
Lead your team effectively. Delegate and manage with confidence
Build a marketing funnel that converts. Master the sales process to grow revenue.
Develop CEO-level habits and mindset. Build resilience to lead through challenges.
This CEO Playbook is for You If…
You want to run a proper, profitable business, not just muddle through the chaos.
You need a clear plan so you always know what to focus on.
You are ready to grow and scale with strategy, not stress.
You love the idea of having everything organised and systemised.
When you grab the CEO Playbook, you are not just getting a bunch of generic templates, you are getting a fully structured and ready to implement system that transforms how you run your business.
Here’s what you’ll receive:
A Fully Built-Out Asana, Google Sheet, or Trello Workspace – Preloaded with strategic frameworks to help you stay organised and take action immediately
Plug & Play Business Growth System – Stop wasting time figuring out what to do. Every section includes a ready-to-use framework designed to help you make smarter business decisions
Clear Step by Step Execution Plans – Each framework comes with detailed guidance so you can implement with ease and start seeing results.
A Scalable Business Strategy – Whether you’re new to business or scaling to the next level, this Playbook ensures you’re running a proper, profitable business with clarity and direction.
My name is Jo, and since setting up my business consultancy and accounts practice in 2002, I have helped hundreds of entrepreneurs create and scale their businesses.
My passion is to support ambitious entrepreneurs in building businesses that are PROFITABLE while living a life they love.
As an accredited Profit First Professional and multiple business owner, I have taken all of my knowledge and expertise and created a range of courses, a membership, and a bespoke mastermind. I launched these into the online world in 2016 in the form of the Financial Growth Academy.
Since then, I have worked with some of the fastest scaling and highest net worth online entrepreneurs in the UK, which has allowed me to bring even more value to my programmes.
My mission is simple: I want to help thousands of entrepreneurs overcome their fear of finance and become the most profitable version they can be. Business should be fun and it should allow you to create the life you have always dreamed of.

"Genuine care and unwavering support"
Working with Jo has been nothing short of transformative. Her guidance on everything from money management to time management and marketing is always spot-on, but it’s her genuine care and unwavering support that truly set her apart. Every monthly meeting feels like sitting down with someone who not only believes in you but is deeply invested in your success, and we always leave feeling inspired, empowered, and ready to take on the world!
Erika & Marianne, Rise Up Academy


"The value of what they offer is fantastic"
I joined the Financial Growth Academy to learn more about how to change my approach to my company’s finances. I found the everything so useful, and it has made me think about my finances in a different way, it has made me focus more on them rather than just going with the flow. The value of what they offer is fantastic, and not in just in improving the approach to finances and profit first but also in changing my money mindset. It might be small steps at the moment, but I am getting there! Thank you to Jo and Krista.
Debbie Topping, DT Information Governance Ltd


"The energy on the calls is infectious and inspiring"
I love being part of the Financial Growth Academy, Jo and the team came along just at the right time. The energy on the calls is infectious and inspiring and I love how passionate Jo is about helping women become successful business women. The calls get me focused and excited about making money and thinking about how I can make my business more profitable. I am also more accountable for my spending and have savings AND am paying back into my pension. I've created a financial plan and goals which help me feel more secure and like I can actually achieve something great for myself and my family.
Jo Serrant, JS Advanced Skincare

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