All content available inside our members-only student portal.

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"

Ready to feel more organized and less worried about your finances?

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. 🤓

Receive your monthly financial checklist and accompanying video tutorial delivered on the 1st of every month. Bite-sized to-dos. Easy to take action on. Never-overwhelming! Monthly financial accountability like never before! 

✍🏻 Like a Personal Assistant for your finances!

Never worry about missing an important deadline again— send 1099s? I’ll remind you. Time to pay quarterly tax estimates, I won’t let you forget!

Monthly reminders to dive into the new content and encouragement to carve out time to complete these important tasks.

Access to our members-only student portal so your monthly video and checklist don't get lost!

Checklist of financial tasks to complete that month broken down into bite-size, easy to follow to-dos.

In-depth video guide walking you through each of the monthly financial tasks to make completing your monthly checklist feel doable (and dare I say, fun?)





Recurring Monthly Subscription

Master Your Money
Monthly Financial Accountability 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. 

Word on the Street

Step into my Sunshine Folder


Amy T. Won

"I have never been so giddy about numbers before! I've shed many many tears about money over 9 years of being a creative entrepreneur and I'm never as confident as I am now."

finally, finances feel doable

floral design

Mary Love Richardson

"I'm just so excited to understand all of these numbers and definitely feel equipped to approach next year with new confidence and a concrete plan."



emily christisen

"She tailors the information to entrepreneurs and small businesses and does a great job of explaining finances to the average person."

shanna makes it so easy


Amanda Andrews

"Shanna, this has broken so many mental barriers that I've built up over time. I literally stopped midway through the video, lifted my hands, and thanked God for leading me to her."

breaking down mental barriers

hair stylist


"It’s nice to get professional advise on how to manage things and knowing we are on the right track. We love the idea of designated bank/savings accounts, it’s kind of like ‘the envelope system,’ except it won’t be as easy to just grab money out of. Thanks for putting your love and attention into this." 

affirmation we are on the right track

brand designer


"My finances have done a 180 in a positive direction. I am now planning to purchase a house in the next couple of years mainly from savings!"

i truly feel like you believe in me... thank you!


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.

Money Date Checklist

Pairs Well With