Guides
Practical Guides for Smart Business Owners
Running a small business means wearing a lot of hats and figuring things out as you go. That’s why I’ve created this library of easy-to-follow, affordable guides to help you handle key parts of your finances and operations with more clarity and confidence.
Whether you’re trying to clean up your bookkeeping, improve cash flow, or get better at understanding your numbers, these DIY resources are designed to help you take action right away with no accounting degree required.
What You’ll Find Here:
- Step-by-step guides
- Actionable checklists
- Tips to save money, time, and stress
Check back often as new guides are added regularly based on what real small business owners like you are asking for.
Available Now
DIY Bookkeeping Audit Kit
Perfect for solo entrepreneurs & small business owners with no CPA jargon needed!
Grab the DIY Bookkeeping Audit Kit for just $37
A simple, 47-page guide designed to help small business owners find hidden profit leaks, clean up their books, and finally feel confident about their finances without hiring an accountant.
Start Your Journey Now
- Quick Audit Checklist – Spot red flags in minutes
- Step-by-Step PDF Guide – No jargon, just clear instructions
- Instant Profit Tips – Start saving money today
Perfect for DIYers, freelancers, and small business owners who want clarity, not confusion.
- Know where your money’s going and keep more of it.
- No fluff. No overwhelm. Just real results.
Coming Soon
Understand Your Chart of Accounts
Whether you’re just getting started or giving your finances a fresh start, this guide helps you build a solid foundation by setting up (or cleaning up) your Chart of Accounts the right way.
Confused by account names like "Owner's Draw" or "Cost of Goods Sold"? This guide breaks down what a Chart of Accounts really is, how it organizes your business finances, and how to customize it for your business.
✅ Plain-English explanations of key accounts
✅ Example charts for different types of businesses
✅ Step-by-step tips to clean up or set up your own
Know where your money’s going and why it matters.
Coming Soon
Understand Your Financial Reports
Learn to read and understand your financial reports so you can make smarter, more confident business decisions.
Tired of staring at your P&L, balance sheet, or cash flow report and not knowing what it really means? This guide breaks down your core financial reports in plain English—so you can stop guessing and start making smarter business decisions.
✅ What each report tells you (and why it matters)
✅ Visual walkthroughs and examples
✅ How to spot trends, red flags, and profit opportunities
✅ Monthly review checklist you can actually use
Know your numbers. Grow your business.
More Guides Coming Soon!
I'm always adding new resources to help small business owners make sense of their finances, improve cash flow, and feel more confident with their numbers.
💡 Have a specific topic you'd like to see covered or need a custom guide tailored to your business?
I’d love to hear from you!
Contact me with your suggestions or custom guide requests.
Your input helps me create the most helpful and relevant tools for small business owners like you.