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Free on-demand workshop

Run It Like a CEO

Clockwork Delegation + a 13-Week Cash Plan

Cost: Free

Run It Like a CEO workshop

Do you own your business… or does it own you?

If stepping away for even a few days feels impossible, or if cash flow always seems a step behind your to-do list, this workshop is for you.

Join Candy Messer (Affordable Bookkeeping & Payroll, Clockwork-Certified) and Teresa Wagonseller, CPA, CFO (HigherUp CFO Services) for a practical, fast-paced session that blends operational freedom with cash-flow control—so your business runs like a CEO is in charge… even when you’re not there.

The workshop

What you’ll learn

  1. 01

    Stop being the bottleneck

    Use Candy’s Clockwork delegation framework (Information/ Permission/ Outcome) to get work off your plate—fast.

  2. 02

    Design a “Step-Away” test

    Prepare your team and systems so you can step back without things falling apart—and watch your business value go up.

  3. 03

    Grow like a corporation—without the payroll

    Teresa’s Fractional C-Suite framework shows when CFO/COO/CMO support makes sense and what it can do for your growth.

  4. 04

    Increase business value (even if you’re not selling)

    Systems, margin discipline, recurring revenue, and cash predictability make your business more valuable now and later.

  5. 05

    Get cash calm in 15–30 minutes a week

    Build a 13-week cash-flow plan and weekly money rhythm so you can fund delegation, capacity, and growth without stress.

Planning + Operating Bundle

What you’ll get

Every attendee receives our Planning + Operating Bundle so you can implement right away:

  • Delegation Planner (quick-start)
  • Owner-Independence (Step-Away) Checklist
  • Drivers Worksheet (targets & growth levers)
  • 13-Week Cash-Flow Template (Excel/Google Sheets)
  • Weekly Money Rhythm Checklist (one-pager)
  • Five Numbers Cheat Sheet (cash runway, AR days, AP timing, gross margin trend, payroll preview)
  • “Use These Together” quick-start guide

Who it’s for

Small business owners—especially in service-based industries—who want:

  • Less chaos and overwhelm
  • More freedom and flexibility
  • A business that’s worth more, whether or not they plan to sell

Meet your hosts

Candy Messer

President, Affordable Bookkeeping & Payroll

Clockwork-Certified consultant helping business owners step out of the day-to-day, delegate effectively, and build businesses that run without owner dependency.

Teresa Wagonseller, CPA, CFO

Founder, HigherUp CFO Services

Fractional CFO helping small business owners master cash flow, forecasting, and strategic planning to scale intentionally and boost enterprise value—without breaking the bank.

Watch the training anytime

Run It Like a CEO Workshop On-Demand

Clockwork Delegation + a 13-Week Cash Plan. Cost: Free.

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