What's inside
You might be a business owner in one (or more) of these situations
Your income is all over the place
You either get paid infrequently in large lump sums or throughout the month in different amounts.
You don't know where your money's going
You make decent money and don't feel like you're blowing it, but you have little to show for it and have no idea where it's going.
You have no strategy for your money
Money comes in, money goes out. You spend what you want, occasionally save and invest, maybe you have credit card or other debt, and taxes are always a surprise.
You're overwhelmed with your finances
Between irregular income, personal vs business expenses, debt, investing, and taxes, there's way too much to keep track of.
If so, you probably want
Peace of mind
Above all, you don't want to stress about money. You want your finances organized and under control, with a simple system to manage everything. Which includes...
1. Clear financial snapshot
All your finances organized in one clear picture.
2. Money on auto-pilot
A system to handle unpredictable income, organize money into buckets, and easily track where it's going.
3. Financial strategy
Whether you want to buy a house, travel more, or hit million dollar months, confidently use your money to reach your goals.
If this is what you want, here's what you need to do
Step 1. Organize your personal finances
Clearly list what you make, spend, own, owe, and your goals. These are your 5 financial vitals, and they'll show how much you need to live every month, your net worth, and other essential info.
Step 2. Organize your business finances
Repeat the process for your business. You need to know how much you're making, how much it costs you to run your business, what you need for taxes, and your total assets and debts.
Step 3: Design your Money Map
Your money map shows you how money flows through your accounts. So that when you get paid, you know where money's going, how to use each of your debit and credit cards, and what your priorities are for excess cash.
Step 4. Automate your Lifestyle
Simplify your system with automatic transfers. Rather than moving money all the time, set up monthly transfers for your key spending, savings, debt payments, and investments.
Step 5. Manage your Money
Complete a monthly checklist to update your numbers, plan for upcoming expenses, and manage excess cash. In just 30 minutes a month, you'll be chillin' no matter how much money you make.
And if you're going to follow these steps, this makes it way easier
Introducing:
Cash Flow OS
The Cash Flow Operating System is your step by step guide to manage money effortlessly.
With 20+ templates, video breakdowns, and checklists each step of the way, you'll have everything you need.
Here's what's included:
Personal Finance Dashboard
Organize your personal finances, with templates for your income, expenses, assets, debts, goals, and net worth.
Business Finance Dashboard
Organize your business finances, with templates for your income, expenses, project tracking, payroll, and accounts.
Money Map Toolkit
Design the flow of money through your accounts with templates and examples from other business owners. Plus, top bank and account recommendations.
Auto-Pilot Guide
Automate bills, savings, debt payments, and investments. With recommendations for transfer days and amounts.
Cash Flow Tracker
Manage your money once a month, track your distributions, and always know where your money's going.
dope bonuses
+ 3
Bonus #1
Cash Strategy Guide
Top strategies from multi-millionaire business owners to decide what to do with your money.
Bonus #2
Cash Flow Action Plan
Top to bottom checklist to set up your Cash Flow OS and start managing your money.
Bonus #3
Cash Flow Model
Forecast your income, expenses, profit and available cash.
Here's how much
time this takes
