Learn Your Business Numbers — In Plain English
You have money questions in your business. Most answers out there come wrapped in accounting jargon you shouldn't need a degree to decode.
These courses, toolkits, and workshops come from a former government tax auditor who runs books for service businesses every day. No fluff, no shame, no jargon — just what actually works, explained so you can use it.
Courses & Workshops
Pick the one that matches where your business is right now. Several are free — start there if you're not sure.
Command Center
The Business Finance Command Center
One spreadsheet that puts your cash flow, your plan, and your books in a single connected view — so "can I afford this?" becomes a ten-second answer instead of a guess.
Works in Google Sheets or Excel, with three short video walkthroughs and sample data preloaded. Five minutes weekly, fifteen monthly, and you're making decisions on numbers instead of vibes.
Get the Command CenterAccountant in Your Pocket Club
You have accounting and bookkeeping questions, and nobody's answering them in plain English you can actually use.
Join the Money Club and get your questions answered every week during club office hours.
Join the ClubBookkeeping Toolkit
Not ready to hire a bookkeeper yet, but you know the books have to get done — and done right, or it'll cost you far more later.
This toolkit walks you through exactly what your business bookkeeping needs, so you understand your finances and know you're doing it correctly.
Get the ToolkitDashboard
CEO Financial Dashboard
A free, plug-and-play dashboard that tells you what to pay yourself, what to charge, and what to set aside for taxes — built by a former government tax auditor who has seen what happens when you guess.
Six tools in one: budget builder, pay-yourself calculator, revenue goals, pricing, compliance checklist, and a resource roundup.
Send Me the Free Dashboard90 Day Biz Financial Planner
Everyone says to plan your whole year in advance. For a lot of us, planning 365 days out is just hard.
Planning 90 days at a time is far more doable — so I turned my own 90-day template into this free business finances planner.
Plan Your FinancesGibberish Workshop
The Financial Gibberish Workshop
Your accountant rattles off "accruals" and "reconciliations," you nod along, then Google it all afterward. Nobody taught you the vocabulary — and the guessing costs real money.
Four pre-recorded sessions covering your financial statements, bookkeepers, accountants, and CFOs — so you know which terms matter and which professional you actually need. No accounting degree required.
Send Me the WorkshopPainless Tax Prep
Stop wondering whether you're ready to file — or whether you've been doing things right all year.
This course gives you the strategies and tactics to get your business finances tax-ready, the right way.
Get the CourseYear End Financial Checklist
When you're not an accountant, knowing what your tax return actually needs feels like shooting at a moving target in the dark.
This free checklist covers exactly what's needed to prepare your business tax return correctly — and it works all year long, not just at tax time.
Get the ChecklistExpense Deduction Guide
Make your online business accounting stress-free, rewarding, and — most importantly — profitable. With this free guide you will:
- Discover the items you can legally take as deductions.
- Learn how to evaluate whether something is deductible, even when it's not in the guide and your accountant doesn't quite get your business.
Sales Tax Guide
33 states have deemed digital products taxable for sales tax — and "I didn't know I was responsible" won't help you in an audit.
This free guide shows you which states tax digital products, what sales tax actually is, and whether your business is responsible for collecting it.
Get the Free GuideManaging the Money in Your Business
Without solid financial management, your business is at risk — struggling with expenses, payroll, and everything in between. With it, you get sustainable growth.
This mastercourse covers financial principles, salary and tax management, and cash flow — plus the resources to build financial systems that actually hold up.
Get Lifetime AccessManaging the Cash Flow in Your Business
Your business should relieve financial stress, not add to it. But without enough revenue, it risks sinking before it ever sets sail.
Cash flow planning is what makes your marketing spend actually pay off. This training helps you stay consistent, drive more revenue, and know your money can back your plans.
Get the TrainingMastering 1099's
Get clear on how 1099's actually work in your online business — minus the filler and the bewildering accounting terminology.
Handle your 1099's correctly, without the confusion or overwhelm.
Start Mastering 1099'sNot Sure Where to Start?
Grab the free CEO Financial Dashboard. It's the fastest way to get a handle on your business numbers — and you'll know within a week whether you want to go deeper.
Send Me the Free Dashboard