Where to Even Begin:
5 First Steps to Managing Your Small Business Finances
I know what it’s like to land on a website full of resources and immediately feel more overwhelmed than when you arrived. That is the opposite of what I want for you. So here’s what I’d suggest doing first — five simple starting points that take about 10 minutes total and will point you in exactly the right direction. No multi-hour rabbit holes required. (Unless you’re in the mood for one. I get it.)
01
Get Your Free Profit Plan Diagnostic!
We don’t do generic “one size fits all” advice here. One of the biggest mistakes I see small business owners make isn’t a lack of effort…it’s following advice that was never meant for them in the first place.
The Profit Path Diagnostic fixes that in 90 seconds flat. It identifies exactly which of the 3 Profit Path Milestones is your most important focus right now and hands you a curated set of resources built specifically for where YOU are. Not where someone else is, not where you hope to be, but where you actually are today.
This is where the right path starts. Everything else builds from here.
02
Discover Your Money Personality
How you think about money matters just as much as what you do with it. Your money mindset (the beliefs, habits, and patterns you’ve built up over a lifetime) quietly influences every financial decision you make in your business, from how you price your services to how often you actually look at your numbers.
The Money Personality Quiz takes about 5 minutes and sheds a little light on what makes you tick financially…and what might be getting quietly in your way.
03
Subscribe to YouTube and Start Learning for Free
My YouTube channel is where I break down everything from bookkeeping basics to S Corp strategy to my favorite business finance tools — in plain English, without making you feel like you wandered into someone else’s accounting class. Subscribe and browse our playlists to find exactly what you need right now.
Hundreds of videos. Zero jargon. Always free.
04
Are You a Reader?
Snag My Book!
Most business owners don’t have a hustle problem — they have a profit problem. Hidden Profit shows you exactly how money moves through your business, where profit is quietly slipping away, and how to start keeping more of what you earn.
I believe so strongly in making financial education accessible that I retired my $2,000 signature program and put much of that same content into this book, which you can snag for under $30. (Yes, really.)
If you’re a fellow book lover, this is honestly one of the best places to start. Cuddle up in your favorite cozy chair and dig in.
05
Get Exclusive Deals on the Tools Your Business Actually Needs
I hate seeing small business owners pay more than they need to for the tools that keep their business running. So I went down a bit of a side quest — researching, testing, and comparing every major option so you don’t have to.
Then I took it a step further. By leveraging the purchasing power of our community, I was able to negotiate exclusive deals on the banking, payroll, and accounting software I actually recommend — discounts you won’t find by going directly to the source.
Consider it one of the perks of being here
