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Financial Management for your home & business— simplified!
This is a recurring subscription. Recommended for US based businesses only.
Bite-sized to-dos. Easy to take action on. Never-overwhelming!
Receive your monthly financial checklist and accompanying video tutorial delivered on the 1st of every month.
Having a dedicated numbers person on your team is a luxury most small businesses cannot afford. And while geeking out of your P&L statement is likely not why you got into business, stressing over tax deadlines and wondering if the IRS is going to hunt you down doesn’t make for a kind work environment either!
Now you can get the helpful reminders, accountability, and high level strategy a dedicated money manager would provide at a price-point that won’t break the bank! Let's Master Your Money, together!
NEW & IMPROVED FOR 2024! Formerly known as "CFO Checklist"
Hundreds of Happy Customers
For all my "non-money people", let me be the Goose to your Maverick, the Lane to your Rory, the Robin to your Batman. Your new numbers-loving best friend. 🤓
Recurring Monthly Subscription
Stay on top of your personal and business finances with a simple monthly checklist, reminders, accountability and support! Receive your monthly financial checklist and accompanying video tutorial delivered on the 1st of every month to your private student portal.
Amy T. Won
Mary Love Richardson
Snag your copy of my home & business monthly financial workflow. Inside you'll find my system for organizing my home & business finances each month with a simple checklist you can follow to stay on top of the recurring monthly financial tasks. Asana Template included.