A monthly financial review system designed to help you stay on top of your money without the stress.

The Clarity & Cashflow Toolkit

Tired of avoiding your numbers?

You’re not alone.

Most business owners know they need to get a handle on their finances—-but it all feels overwhelming.

You open your bookkeeping software and your brain immediately pivots to a thousand other things you could be doing.

You want to be smart with your and see growth in your business. But you aren’t sure where to begin, what to review, or what to take away from your numbers.

You’re busy with a bunch of other things. So you make decisions by guessing or “going with your gut”.

But when you don’t know what’s really going on with your money, you can’t make confident decisions and growth feels like a shot in the dark.

This is where the Clarity & Cashflow Toolkit comes in.

Forget complicated spreadsheets and confusing dashboards. This toolkit gives you a simple, guided process to actually use your numbers—without second-guessing what to do or feeling overwhelmed.

Inside, you’ll find a done-for-you Google Sheets template paired with clear, step-by-step instructions so you know exactly what to track, review, and reflect on each month. No math degree required. And you can use it over and over again.

This system helps you:
✅ Get clear on your revenue and expenses—fast
✅ Identify patterns and trends without needing fancy software
✅ Make smart, aligned business decisions using real data
✅ Build consistent money habits that support long-term growth

Whether you’re making $3K or scaling toward six figures, this toolkit gives you the structure and confidence to make your finances work for you—not against you.

This toolkit is perfect for:

💼 Service providers, coaches, consultants, and digital creators
📊 Entrepreneurs who want simple systems that actually get used
🧠 Women in business who crave financial clarity without the burnout
✌️ Anyone tired of guessing and ready to feel grounded in their business numbers
📈 Business owners who want to steadily grow—with a strategy that feels aligned
🧭 Founders who are ready to stop reacting and start leading with intention

Hi, I’m Ann.

I’m a Financial Clarity Coach, CPA, and former corporate auditor turned entrepreneur. After 18 years in the accounting world, I saw how often creative, purpose-driven women were left out of the financial conversation—or handed data that didn’t actually help them grow.

Now, I help business owners like you ditch the confusion and build systems that make your numbers easy to understand, so you can make confident, aligned decisions—without spending hours staring at spreadsheets.

The Clarity & Cashflow Toolkit is the exact process I recommend to my clients (and use in my own business). It’s simple, repeatable, and designed to support you as you grow.

Start Feeling in Control of Your Money Today

You don’t need another fancy or complicated tool you won’t use. You need a system that works. The Clarity & Cashflow Toolkit is simple, sustainable, and built to grow with your business.