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Financial Coaching and Education for your Small Business

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Coaching

Build confidence and reduce stress as you learn how to organize and understand your business finances 

Bookkeeping System

Get organized and have everything all in one place!  This spreadsheet system is easy to use even if you are not super tech savvy

Community

Ongoing support in a private community to answer any questions you have that might be unique to your business. 

Do you fear tax time, feel completely lost and not sure where to start?  Together we can help you organize and understand your finances.

What's included

Spreadsheets

Spreadsheets will track your sales income, customer discounts, business expenses, home office expenses, mileage, etc

Reports

Spreadsheets will auto generate a Monthly Profit & Loss report and an Annual Summary that will make tax time a breeze

Videos

Step by step course lessons will walk you through using the spreadsheets and understanding the financial reports

"I don’t even know what I would do without this system! Jody’s system helps me understand where things go and why. I’m not just plugging in numbers; I’m understanding my business. And making things so much easier for my accountant!"

Terra D
Norwex Independent Consultant

"Jody is such a patient, encouraging individual. She will not bat an eye at how messed up your finances are, but will gently help you make sense of it all and move forward making better decisions in the future. I cannot recommend her highly enough!"

Mel M
Small Business Owner

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