Stop guessing. Start understanding your business numbers.
A monthly financial education and accountability membership for small business owners who want practical guidance, useful tools, and more confidence with their money—without needing full-service bookkeeping.
Founding Member Rate: $39/month • First 20 members • Rate stays locked while your membership remains active.
Build stronger financial habits with monthly education, accountability, and practical resources.
- Monthly live money session
- Members-only Q&A
- Monthly worksheet or resource
- Replay access
- Member-only service savings
Business money support you can actually use.
Each month is designed to help you learn one important financial skill, apply it to your business, and know what to focus on next.
Live Money Session
A practical monthly class focused on one core business-finance topic, with examples and action steps.
Members-Only Q&A
Bring your general business-money questions and get clarity in a supportive group setting.
Monthly Resource
Receive a worksheet, tracker, checklist, or template that helps you put the month’s lesson into action.
Replay Access
Can’t attend live? Watch the session replay on your own schedule.
The Money Club was built for business owners who want more clarity.
Month 1: Know Your Numbers
Your first live session is designed to build the foundation. We’ll break down the numbers every business owner should understand and show you exactly what to review each month.
- Revenue vs. profit
- What your Profit & Loss statement tells you
- Why cash in the bank is not the same as profit
- Expenses worth monitoring closely
- A simple monthly money check-in routine
Monthly Money Check-In Worksheet
Track revenue, expenses, net profit, cash balance, outstanding invoices, upcoming bills, financial wins, concerns, and your next action step.
A year of stronger business-money habits.
Before you join
Is bookkeeping included?
No. The Money Club is an educational membership. Individual bookkeeping, cleanup, reconciliations, and financial reviews can be purchased separately.
Do I need QuickBooks?
No. The membership is designed to teach business-money fundamentals that are useful regardless of which bookkeeping system you use.
Are live sessions recorded?
Yes. Members receive replay access so you can catch up if you cannot attend live.
Can I ask questions?
Yes. Members can bring general business-finance questions to the monthly Q&A. Questions requiring an individualized review of your books may require a separate service.
Can I cancel?
The membership is intended to be month-to-month. Your final cancellation process will follow the recurring-payment platform selected for the Money Club.
Is this tax, legal, or investment advice?
No. Money Club content is for general financial education and business organization. It does not replace individualized tax, legal, CPA, audit, or investment advice.
Build a better relationship with your business numbers.
Join the Booked & Balanced Money Club at the $39/month founding rate and start building more clarity, consistency, and confidence.