RESOURCES
Financial Tools
Financial Clarity Dashboard
A simple, structured template to track your revenue, expenses, profit, and cash flow all in one place. Designed for practitioners and service providers, this dashboard includes step-by-step video guidance to help you organize your finances, reduce financial stress or avoidance, make confident decisions, and grow a more profitable business.
$97
Financial Tips
MEET YOUR CFO
Plan for Profit: Year-End Workshop
December 12, 2025 | 12pm EST (12/12 @ 12!)
Let’s review your 2025 numbers and plan for a more profitable, sustainable 2026. In this 1-hour workshop, I’ll teach you what to measure, how to identify the metrics that matter for a client-based practice, and how to set your 2026 income goals with confidence.
You’ll learn how to approach your numbers as data - prices, appointment volume, scheduling, overhead - so you can understand your profit and create a plan that supports your time, energy, and financial resources.