Profit in Real Time: How to Plan Your Cash Flow

This FREE Masterclass isn’t your typical boring “finance talk.” This is a practical, straight-to-the-point session designed for service-based creative business owners who want to finally understand and control their cash flow, without feeling like they’re drowning in numbers.

Want to Take It a Step Further?

Want to Take It a Step Further?

We’ve got 3 ways to keep the momentum going:

1. Plug-and-Play Cash Flow Forecast Template

Take what you learned in the masterclass and put it to work immediately with our Google Sheets template.

  • Already formatted, so you don’t have to build from scratch

  • Formulas pre-set to calculate cash flow in real time

  • Works perfectly for service-based businesses

  • Instant download, start using it today

Annual Budget Spreadsheet
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Annual Budget Spreadsheet
$17.00

2. Join Our Free Facebook Group

Don’t go it alone! Our free Facebook group, “Rooted in Profit” is for small business owners who are serious about growth, and keeping their numbers in check. Inside, you’ll find:

  • A place to ask bookkeeping questions (that I’ll personally help answer)

  • Tips, resources, and mini-trainings to keep you financially confident year-round

  • A community to network and share experiences

2. Book a Free 15-Minute Intro Call

Want help applying this to your business? Let’s chat.

This isn’t a sales pitch, it’s a quick, focused conversation to figure out how we can support you, whether that’s:

  • A 1:1 consulting session to set up your cash flow system

  • Cleanup of your existing bookkeeping so you have accurate numbers

  • Ongoing monthly bookkeeping so you can stay on top of it without doing it yourself