Description
This ritual-based guide encourages business owners to set a monthly habit of reviewing finances and making smart updates. It includes a printable checklist and guided journaling pages to record observations and goals. Also features tips for analyzing bank statements and identifying unusual expenses. Visual reports templates and dashboards are part of the download. Great for solopreneurs and small teams who want to stay informed without daily tracking. You’ll learn what to look for, how to evaluate trends, and make quick, confident decisions. There’s a brief video guide that walks through each section. Perfect for end-of-month or quarter reviews. Build consistency with money mindfulness. It’s not just tracking—it’s taking control.
Printable Pack + Video Guide + Templates
Monthly recurring activity, guide is self-paced
Financial review habits, goal setting, trend analysis
Solo business owners, creative entrepreneurs
