Free Resources

Looking to gain a clear picture of the financial health in your business?

Feeling confused about the steps you need to take to get there?

Grab my free checklist! I lay out the steps you need to take in your business to be financially on track and in control of your money! 👇🏻

Unsure if the numbers on your P&L are healthy?

Confused on what financial goals you should set and if you're overspending in certain expense categories?

After years of bookkeeping for chiropractors, I came up with this sample P&L that gives a benchmark for you to compare to your own numbers.

Feeling completely overwhelmed as a new entrepreneur?

Don't know where to start when it comes to managing the finances in your small business?

I've got you! This checklist will guide you through the most important things you need to focus on as a new business business owner.

Ready. Set. Get Organized.

One of the biggest keys to gaining control in your business is organization, especially with your finances.

Use this free guide as your step-by-step action plan for getting organized in your own business.

Organization ➡️ Control ➡️ Confidence

Unsure if you'll have a big tax bill each year and if you'll have the money to pay for it?

Feeling confused when it comes to paying and saving for estimated taxes?

Not sure what you pay taxes on or how much to save?

Saving and planning for taxes can be one of the biggest stresses as a business owner.

Get clear with my free estimated tax guide! Leave the stress behind at tax time.

Free Resources to help guide you with money management in your business