Welcome to the resources

Let’s be honest, bookkeeping isn’t usually the fun part of running a business.

But keeping your numbers in check doesn’t have to be scary or stressful. That’s exactly why I put this page together!

Here you’ll find simple guides, helpful tips, and easy-to-use tools to make managing your books feel way more doable. Catching up? Cleaning up? or just trying to stay on top of things? These resources are here to give you clarity and confidence with your finances.

Think of it as your go-to toolkit for keeping your business organized and stress-free.

  • CLARITY MADE SIMPLE

    No more confusion or second-guessing when it comes to your numbers. These resources are designed to break things down into plain, simple steps so you can finally understand what’s really going on in your books.

  • SAVE TIME & STRESS

    Running a business already keeps you busy, so the last thing you need is to get stuck in the weeds of bookkeeping. With practical tips and ready-to-use tools, you’ll spend less time stressing over spreadsheets and more time focusing on what you do best.

  • CONFIDENCE IN YOUR FINANCES

    When your books are clear and up to date, decision-making gets so much easier. These resources help you stay on top of your cash flow, expenses, and profits, so you can feel confident about the financial direction of your business.

FREE CHECKLIST

5 Steps To DIY Bookkeeping Clean-Up

This is a simple guide to help business owners organize their records, clear financial clutter, and regain control of their books, all without the overwhelm.

FREE CHECKLIST

5 Practical Ways To Increase Cash Flow

A quick guide packed with actionable tips to help you boost liquidity, manage expenses wisely, and keep your business financially healthy.

FREE CHECKLIST

Simple Guide On Payment Management for Online Entrepreneurs

This free checklist offers clear strategies to track income, manage expenses, and streamline payment processes to keep your business running smoothly.

FREE CHECKLIST

6 Guide To Finding Out How Much You Earned

Do you know how much your business truly made last month or last quarter? Here’s a simple guide to finding out what you actually earned.

GO-TO APPS FOR DIYing

Xero: Bookkeeping Made Simple

If spreadsheets make your head spin, Xero is here to save the day. It’s an easy-to-use accounting software that helps you keep track of money coming in and going out without the overwhelm. With Xero, you can send invoices, reconcile your bank transactions, and get a clear picture of your business finances, all in one place. Xero takes the “scary” out of bookkeeping, so you can stay organized and confident while running your business.

  • Connect your bank and tick off transactions in just a few clicks.

  • Create and send professional invoices in minutes.

  • See your cash flow in real time, anytime.

Hubdoc: Your Receipt-Tracking Sidekick

Tired of chasing receipts or digging through emails for bills? Hubdoc makes DIY bookkeeping so much easier by gathering all your financial documents in one place—automatically. Just snap a pic, forward an email, or upload a file and Hubdoc does the heavy lifting for you. Think of Hubdoc as the digital drawer that actually stays organized—saving you time (and sanity) come bookkeeping time.


  • Take a photo on your phone and your receipt is stored safely.

  • Hubdoc pulls out the important details like dates and amounts, so you don’t have to type a thing.

  • Connects with tools like Xero or QuickBooks, keeping your books neat and up to date.