Resources
Learn it once, use it for good
Start with something free. Move to the course when you’re ready to sit down with it properly.
Flagship course
Know Your Numbers Bootcamp
Six sessions that take you from “I hand everything to my bookkeeper” to reading your own books and knowing what to do about what you see.
- 01 · Where the money actually goes
- 02 · Cash flow you can plan a month ahead
- 03 · Reading your own books
- 04 · What your work really costs
- 05 · Pricing without guessing
- 06 · The monthly check-in that keeps it going
[YOUR PRICE] · Starts [DATE]
Course image — workbook and laptop on a kitchen table
Free to use
Start here, it costs nothing
Tool
Financial Readiness Assessment
Fifteen questions across five financial pillars. Get your traffic light, your biggest gap, and the transition strategy that fits — free, in about ten minutes.
Take the assessmentField guide
The Entrepreneur’s Checklist
Eight honest questions to ask yourself before, or while, you build something of your own. Not a to-do list. A reflection exercise on what carries people through.
Tool
Business Vital Signs Snapshot
Six numbers that tell you how your business is actually doing, the way vital signs tell you how a patient is doing. Answer a few questions, get a report by email.
Take the snapshotTemplate · Coming soon
Monthly cash flow sheet
An Excel sheet with the formulas already in it. Fill in last month, see the next three.
The store
Templates and short workshops
Pricing worksheet bundle
Work out what a visit, a package, or an hour of your time should cost.
[PRICE]
Starting an LLC, start to finish
A 45-minute recorded walkthrough and the paperwork list for [YOUR STATE].
[PRICE]
[Product name]
[One line on what it is and who it's for.]
[PRICE]
[Product name]
[One line on what it is and who it's for.]
[PRICE]
Not sure which one you need?
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