This toolkit was created for solopreneurs, service-based businesses, coaches, and consultants earning up to ≈ $300K per year.
Perfect for anyone still managing their own books and ready to feel confident about their numbers before hiring a bookkeeper or CFO.
1. Profit First Pricing Calculator
Stop guessing what to charge. This plug-and-play calculator shows you exactly how to price every offer for real profit.
2. Bookkeeping & Tax Tracker
Simplify your bookkeeping and track income, expenses, and taxes without a single subscription.
3. Budgeting & Revenue Planner
Plan where your money goes each month so you can pay yourself first and finally build a profit cushion.
4. Savings & Sinking Funds Tracker
Create stress-free savings for taxes, slow seasons, and big investments before they catch you off-guard.
5. Metrics + KPI Dashboard
One glance tells you what’s working in your funnels, emails, and campaigns, and what’s wasting time.
6. Webinar Performance Tracker
Spot exactly which events convert (and which flop) so you can double down on what works.
7. Email Automation Tracker
Track open rates, click-throughs, and conversions to make every email count.
8. Lead Magnet Tracker
See which freebies actually bring in buyers and which ones just fill your list with lurkers.
I’m an Accredited Small Business Consultant® and Breakthrough Coach for solopreneurs and micro-businesses ready to crush their goals, NOT their soul.
I help real people build real businesses – without the burnout.
As a small business owner myself since 2000, a mindset and Belief Breakthrough coach since 2010, an experienced business coach and fully trained Accredited Small Business Consultant®…
You could say I’ve learned what it takes to crush your goals (not your soul)…
And knowing your numbers? Is critical to your growth.
Without the data to give direction, we end up lost in the wrong strategies.
But with it, we grow with clarity – and way less effort.
Grab your Email Success Dashboard and start today!
A Legit Earnings Disclaimer: Although all effort has been made to accurately portray potential results of our classes and programs, we can offer no guarantees that you, your mindset, or your business will be successful or that your results will match those of others. That’s 100% up to you, and as with all opportunities, your results will vary based on individual capacity, experience, expertise, and desire. Be sure you read the full disclaimer below.
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