Financial Clarity Dashboard
A simple, structured Google Sheets tool designed for practitioners and service providers who want clarity, confidence, and control over their business finances.
Whether you’re just launching your practice or tightening up your numbers after years in business, the Financial Clarity Dashboard helps you finally get a handle on your revenue, expenses, budget, and cash flow all in one place.
This is the financial tool you need from day one.
This is for you if:
You’re overwhelmed by spreadsheets or bookkeeping software (or avoiding them completely)
You’re not sure how much you’re really keeping after expenses
You want a simple way to track what’s coming in, what’s going out, and whether you’re staying on budget
You’re ready to make confident financial decisions based on real data
What’s inside:
🧾 Revenue Tracker
See how much money your business is bringing in by month, service and client.
💸 Expense Tracker
Log your spending with ease, organized by month, vendor and category.
📊 Profit Snapshot (P&L)
Profit = Revenue - Expenses. Understand what’s left so you know how much you can pay yourself or reinvest in your business.
📅 Budget Template
Create a realistic plan that aligns your pricing, capacity and spending with your goals.
💵 Cash Flow Tool
Track the money coming in and going out each month so there are no surprises.
📝 Monthly Reflection Sheet
Check in, review progress and take action on your financial goals.
📈 Dashboard View
A clean, visual snapshot of your financial health at a glance.
🎥 Step-by-Step Videos
Quick walkthroughs to guide you through each tab with ease.
✅ No finance background required
✅ Instant access + lifetime use
✅ Bonus: Get a 15-minute 1:1 Office Hours session for personalized support if you purchase by July 10, 2025
A simple, structured Google Sheets tool designed for practitioners and service providers who want clarity, confidence, and control over their business finances.
Whether you’re just launching your practice or tightening up your numbers after years in business, the Financial Clarity Dashboard helps you finally get a handle on your revenue, expenses, budget, and cash flow all in one place.
This is the financial tool you need from day one.
This is for you if:
You’re overwhelmed by spreadsheets or bookkeeping software (or avoiding them completely)
You’re not sure how much you’re really keeping after expenses
You want a simple way to track what’s coming in, what’s going out, and whether you’re staying on budget
You’re ready to make confident financial decisions based on real data
What’s inside:
🧾 Revenue Tracker
See how much money your business is bringing in by month, service and client.
💸 Expense Tracker
Log your spending with ease, organized by month, vendor and category.
📊 Profit Snapshot (P&L)
Profit = Revenue - Expenses. Understand what’s left so you know how much you can pay yourself or reinvest in your business.
📅 Budget Template
Create a realistic plan that aligns your pricing, capacity and spending with your goals.
💵 Cash Flow Tool
Track the money coming in and going out each month so there are no surprises.
📝 Monthly Reflection Sheet
Check in, review progress and take action on your financial goals.
📈 Dashboard View
A clean, visual snapshot of your financial health at a glance.
🎥 Step-by-Step Videos
Quick walkthroughs to guide you through each tab with ease.
✅ No finance background required
✅ Instant access + lifetime use
✅ Bonus: Get a 15-minute 1:1 Office Hours session for personalized support if you purchase by July 10, 2025
A simple, structured Google Sheets tool designed for practitioners and service providers who want clarity, confidence, and control over their business finances.
Whether you’re just launching your practice or tightening up your numbers after years in business, the Financial Clarity Dashboard helps you finally get a handle on your revenue, expenses, budget, and cash flow all in one place.
This is the financial tool you need from day one.
This is for you if:
You’re overwhelmed by spreadsheets or bookkeeping software (or avoiding them completely)
You’re not sure how much you’re really keeping after expenses
You want a simple way to track what’s coming in, what’s going out, and whether you’re staying on budget
You’re ready to make confident financial decisions based on real data
What’s inside:
🧾 Revenue Tracker
See how much money your business is bringing in by month, service and client.
💸 Expense Tracker
Log your spending with ease, organized by month, vendor and category.
📊 Profit Snapshot (P&L)
Profit = Revenue - Expenses. Understand what’s left so you know how much you can pay yourself or reinvest in your business.
📅 Budget Template
Create a realistic plan that aligns your pricing, capacity and spending with your goals.
💵 Cash Flow Tool
Track the money coming in and going out each month so there are no surprises.
📝 Monthly Reflection Sheet
Check in, review progress and take action on your financial goals.
📈 Dashboard View
A clean, visual snapshot of your financial health at a glance.
🎥 Step-by-Step Videos
Quick walkthroughs to guide you through each tab with ease.
✅ No finance background required
✅ Instant access + lifetime use
✅ Bonus: Get a 15-minute 1:1 Office Hours session for personalized support if you purchase by July 10, 2025