• $497

Money in Motion

  • Course
  • 33 Lessons

Ready to keep more profit in your pocket? This program is designed to empower small business owners with the tools and knowledge needed to manage their finances effectively without being turned into a mini accountant. Whether you’re just starting out or ready to grow, this program will help you build a solid financial foundation that supports informed decision-making, sustainable growth, and long-term success.

Contents

Welcome!

Watch This First!
Agreement

Setting up Systems

Short Video
Systems Check.pdf

Separating Business from Personal

Short video
Business Expenses Paid with Personal Money Converting Tracker.xlsx

Financial Tracker

Financial Tracker Demo

Break Even Point

Short Video - Break Even Point
Break Even Point Calculator
Short Video - Break Even Point Calculator Demo

Evaluating and Reducing Expenses

Short Video

Invoicing

Short Video - Invoice Anatomy
Short Video - Invoice Management

Return on Investment

Short Video - Return on Investment
Short Video - Evaluating Return on Investment
Short Video - ROI Calculator Demo
ROI Calculator Spreadsheet

Receipt Management

Short Video

Cash Log

Short Video
Cash Log Etsy FILLABLE.pdf

Profit + Loss

Short Video

Balance Sheet

Short Video

FAQ's

Is this transaction an Asset or an Expense?!
Is my credit card payment an expense?
How does my pay work in my finances?
What's the big deal with reconciling?

Bookkeeping Checklist

Bookkeeping Checklists Bundle FILLABLE (2).pdf

Bookkeeping Cleanup Checklist

Bookkeeping Cleanup Checklist Etsy FILLABLE.pdf

[BONUS] Deb Penner on A Different Kind of Audit

A Different Kind of Audit with Deb Penner

[BONUS] Danielle Laura with Unlocking Financial Mastery: Harnessing Your Unique Human Design and Gene Keys for Prosperity

Unlocking Financial Mastery with Danielle Laura

[BONUS] Kimberly Tara CPA on What Tax Strategy is and how can you use it as a business owner

What Tax Strategy is and how can you use it as a business owner with Kimberly Tara CPA

[BONUS] Dr Tracy Timberlake on How to Monetize Yourself

How to Monetize Yourself with Dr Tracy Timberlake

[BONUS] Kim + Kat on Authentic Marketing for Business Growth

Authentic Marketing for Business Growth with Kim + Kat