The No-BS Financial Playbook for Small Business CEOs
Stop Guessing, Start Growing: How to Create a Scalable and Valuable Company
By William Lieberman & Amy Wright
Are You Making These Costly Financial Mistakes?
- Flying by the seat of your pants without proper cash flow forecasting
- Hitting growth plateaus because your financial infrastructure can’t scale
- Missing out on opportunities because you don’t know if you can afford them
- Struggling to raise capital due to messy financials and poor reporting
- Leaving money on the table with inefficient tax strategies
If any of these sound familiar, you’re not alone. Most CEOs are brilliant at sales, product development, and operations—but finance isn’t their strength.
What if You Could Master Finance Without Becoming an Accountant?
Imagine having the financial confidence to:
- Make strategic decisions backed by solid data, not gut feelings
- Scale efficiently with financial infrastructure that grows with you
- Attract investors with clean books and compelling growth stories
- Maximize profitability through better cash flow and cost management
- Avoid the financial landmines that derail promising businesses
This isn’t wishful thinking. It’s what happens when CEOs get the right financial foundation.
Introducing “The No-BS Financial Playbook”
Written by William Lieberman, a serial entrepreneur with 30+ years of experience building, scaling, and successfully exiting businesses. Unlike academic finance books, this playbook comes from someone who has been in your shoes—someone who made payroll during cash crunches, raised millions in capital, and built companies that made the Inc. 500/5000 list three times.
This Isn’t Theory. These Are Battle-Tested Strategies.
What You’ll Discover Inside:
Laying the Financial Foundation
- How to build your finance team without breaking the bank
- Essential internal controls that prevent costly mistakes
- Technology stack optimization for growing businesses
Planning, Monitoring, and Managing Performance
- Financial forecasting that actually works (no more guessing)
- Cash flow management strategies that keep you out of trouble
- KPI dashboards that drive smart decisions
Taxes, Capital, and Investors
- Tax planning strategies that maximize your bottom line
- A step-by-step capital raising process
- What investors really want (from someone who has raised millions)
The Final Stretch
- AI in finance: The competitive advantage your competitors are missing
- Exit planning that maximizes your company’s value
Special Bonus: Complete Resource Hub
When you get your copy, you will also receive immediate access to:
- Financial forecasting templates
- KPI dashboard examples
- Cash flow management tools
- Capital raising checklists
- Investor pitch deck templates
Value: $497 | Yours FREE with book purchase
Get Your Copy Now
Pre-Order Special: $24.99 (Regular Price: $34.99)
Plus FREE access to the complete Resource Hub
Why This Book Is Different
Written by a Practitioner, Not a Theorist:
William has co-founded multiple companies, raised millions in capital, and successfully exited businesses. He knows what works in the real world.
Practical, Not Academic:
Every strategy includes real examples, implementation timelines, and actionable steps you can take immediately.
Comprehensive Resource Hub:
Your book purchase includes access to templates, checklists, calculators, and tools mentioned throughout—everything you need to implement immediately.
Perfect for Your Growth Stage:
Whether you’re doing $1M or $25M in revenue, the book provides stage-appropriate guidance for building a financial infrastructure that scales.
What Industry Leaders Are Saying:
“William Lieberman has created an invaluable resource that demystifies finance for CEOs who need to make smart decisions but don’t have the luxury of a full-time CFO.”
“From managing cash flow during rapid growth to preparing your financials for investor scrutiny, William covers the essential financial fundamentals that can make or break a scaling business.”
“Every CEO should read this book, and ensure their COO reads it too. Financial mastery isn’t optional when you’re scaling—it’s the foundation that makes everything else possible.”
“If you’re looking for a guide to cut through the complexity, ditch the fluff, and provide the exact playbook small business CEOs need for responsible, accelerated growth, this is it.”
About the Authors
William Lieberman is the Founder and Managing Partner of The CEO’s Right Hand, a New York-based consulting firm. With over 30 years of entrepreneurial experience, he has built, scaled, and sold multiple successful businesses.
His companies have made the Inc. 500/5000 list three times, and he has helped hundreds of businesses raise capital, scale successfully, and achieve profitable exits. William co-founded Xtiva Financial Systems, growing it from a startup to over $10 million in revenue, and has raised millions in venture capital.
Unlike academic authors, William writes from experience—he’s lived every scenario in this book.
Amy Wright is an experienced marketing professional with over 20 years of experience helping businesses connect with customers and drive growth. She specializes in developing content marketing strategies that build reputations and increase online visibility for small-to-medium-sized service-based organizations.
Amy has contributed to the success of fledgling startups and large global organizations, bringing expertise in SEO, digital content creation, social media marketing, and competitive analysis. She earned a Bachelor of Science in Business Administration with an emphasis in Marketing and an Associate Degree in Computer Information Systems, plus multiple industry certifications.
William and Amy combine deep financial and operational expertise with proven marketing and communication skills, ensuring this playbook not only teaches you what to do, but how to communicate your financial strength to stakeholders, investors, and customers.
You became a CEO to build something meaningful, not to stress about finances.
This playbook gives you the financial foundation to focus on what you do best—growing your business—while having complete confidence in your financial decisions.
The question isn’t whether you can afford to buy this book. The question is: Can you afford NOT to?
