Inventory Optimization Pro Book a free review

The full build · 4 x 90 mins

We build it together.
You keep it.

Not 4 coaching sessions. One workflow, built on your data, tested against numbers you already trust, and handed over with the summary your board or your CFO can read.

Start the build

US$2,300, one payment. Then you pick all 4 dates in one go.

Week 1Week 4
Where it startsYour job, on one pageEvery recurring decision you own, and which part AI may take
Where it endsA workflow you would signRunning on your data, tested, with the summary built

The four weeks

In this order, and the order matters.

  1. Your workflow diagram and task map

    The whole picture, mapped with you: what the workflow does, what it must never decide alone, and where your data actually comes from.

  2. The assembly plan and the guardrails

    How the pieces wire together, where the data flows, and the checks that stop it producing a confident wrong answer.

  3. Correctness, tested

    We run it against numbers you already know are right. If it does not match, we find out why. This is the session people skip and regret.

  4. Dashboard and executive summary

    The output someone above you can read in a minute, built and ready to show.

Where we start

Your job description, not a curriculum.

Session 1, we put your actual responsibilities on the page: the forecast, the monthly reporting pack, the close, data consistency across systems, whatever you are measured on. Then we mark each one: AI can take this, AI can assist here, and this stays human.

That map is the workflow. It is why no two builds here look the same.

Example: an FP&A managerSession 1 output
Company forecasting and budgetingAI assistsPulls the inputs together, flags what moved and why. You keep the judgment call.
Monthly reporting packageAI takesVariance summary drafted from the numbers, including the parts that are not numbers.
Data consistency across systemsHuman, with guardrailsThe checks run automatically. The decision about what is true stays yours.

Where it ends

Session 4 produces something like this.

Open it and click around. It runs on sample figures, and it is the same shape as the one you would build.

Live demo, sample data

The purchase order that breaks the cash plan

If I approve this today, which week does it hurt? Your committed spend and expected receipts on one line, with the week the balance goes under the buffer.

 Open it

What you keep

Yours afterwards, without me.

The workflow running on your own data. The guardrails around it. The correctness test. The executive summary.

Your hands are on the keyboard the whole way, so you can change it when the business changes.

Between sessions you build. There is no support channel between sessions, which is what keeps the price where it is.

How it is bought

Payment first, then all 4 dates.

1. One payment of US$2,300.

2. The confirmation page hands you a private booking link.

3. You book all 4 at once, weekly. People who put the dates in on day one are the ones who finish.

US$2,300One payment. 4 x 90 mins, used within 60 days.

Start the build

Not sure it is the right one? Take the free 30 minutes and I will tell you. Or start with one session.

In their words

How it lands

You leave with something that runs

Not a concept. A workflow on your own data, working by the end of the session.

She has great ability in distilling complex subject into practical workflow and application.

Emily M.Senior finance and FP&A leader. CPA, PMP

She brings positive energy, strong subject matter expertise, and practical AI insights to every interaction. Her feedback was always constructive and actionable, helping participants elevate their thinking.

Saule S.CFO and management consultant. CPA, ACMA, CGMA

Sharon is knowledgeable and approaches a situation from a real-world perspective.

Michael W.CFO, manufacturing and distribution. CPA, CPIM

Your hands stay on the keyboard

Guided to your own answer, so you can rebuild it next month without me.

Sharon has deep expertise in AI and she teaches it with ease, giving students tips without giving a complete solution from the start. This approach motivated me extremely to come up with my own solution.

Valeria G.International group CFO

Her coaching style encourages critical thinking, problem-solving, and genuine understanding rather than reliance on prescribed answers. She creates an engaging learning environment that consistently challenges and inspires students to reach a higher level.

Kim R.Head of finance, SaaS and fintech. CA(SA)

Sharon's guidance was exceptional. She provided thoughtful, detailed reviews of my project submissions. By expertly identifying both my strengths and specific areas for improvement, she helped me take my AI skills to the next level.

Jeannie S.Senior finance manager, FP&A

She provided thorough, insightful feedback on our projects and demonstrated deep expertise in the subject matter. Highly valuable, helping me improve both my work and my understanding of the concepts.

Rodger W.Head of finance, turnaround and transformation. ACCA, MBA

I received very thorough feedback that was an appropriate mix of positive and constructive: direct and actionable as well as completely fair and on point.

Stacey L.CEO and founder, growth advisory

Sharon is an excellent hands-on instructor. Her coaching is amazing and her AI skills are incredible.

Jimmy S.Fractional CFO. CPA, ABV

Sharon was a great coach, providing comprehensive feedback on my assignments.

Wai-Yip W.Director of fund reporting, asset management. FCA, CFA