
The Essential DIY Kit
The bare-minimum financial tools every business owner needs right now.


The Essential DIY Kit
The bare-minimum financial tools every business owner needs right now.
There’s a difference between being lean… and flying blind.
You don’t need a finance degree to feel confident with your money.
Just the right tools—and someone who gets how overwhelming it feels when you’re juggling 47 other things as a business owner.
If you’ve been putting off “figuring out your finances”...
...because you’re not ready for a $1,000/month accountant or a full money team—ya I get it!
You’re not wrong for being cautious with your spending. But here’s what is risky: continuing to ignore the numbers that drive your business.
When money feels messy, taxes feel stressful, and profit feels inconsistent… it's easy to freeze. To push it to "later."
But the truth is, this isn’t something you wait to get perfect. It’s something you start getting clear on—right now.
Introducing:
The Essential DIY Kit
The Essential DIY Kit is a no-fluff, high-impact collection of financial tools built for business owners who want clarity, calm, and control—without the commitment of hiring a team.
These are the same types of tools and frameworks I use when working with my 1:1 clients who pay $1,000+ monthly—tailored here for DIYers who want that level of insight without the ongoing cost. Now available for a fraction of that price.
What's Inside The Kit:
The Self Employed Tax System
No more guessing. Plug in your numbers and get a clear, accurate estimate of what to set aside each quarter.
No more surprise bills. No more IRS panic.
Feel calm, prepared, and in control when tax day hits.
The Numbers That Matter
(Resource Guide)
A walkthrough that helps you actually understand your tax return. Spot mistakes. Catch red flags. Know what you're signing.
It’s not about loving taxes. It’s about knowing what’s costing you.
Because we don’t sign things we don’t understand.
ProfitWay Dashboard
A no-math-required, beautifully visual dashboard that shows you your income, expenses, and profit in real time.
Finally see how your business is really doing—so you can make decisions like a CEO.
Simple. Strategic. Surprisingly calming.
Only $257
Why Now?
Your business finances aren’t going to magically get easier with time.
And in this economy, clarity = survival.
The longer you wait to get a handle on your money, the harder it becomes to grow sustainably, pay yourself consistently, and feel secure in your next move.
This kit is the lowest-lift, highest-impact way to take back control—without the pressure to hire a team or overhaul everything.
This Kit Is For You If...
You’ve been winging your numbers and hoping for the best
You want to set aside the right amount for taxes
You want to make informed decisions—without needing a CFO
You're ready to feel calm, confident & in control of your business
What’s the Difference Between This and the Financial Foundations Starter Kit?
Great question—and I’m all about helping you choose the right tools for where you are right now.
The Financial Foundations Starter Kit is a full roadmap with guides, templates, and strategy support for setting up your business finances long-term.
The Essential DIY Kit is your bare-minimum toolkit for right now.
It's focused purely on the three biggest areas that cause overwhelm:
Understanding your profit
Knowing what to save for taxes
Actually grasping your tax return
No fluff. No filler. Just clarity.
Only $257
Still On the Fence?
Here’s what I want you to know:
You don’t need to hire a full team to run your business like a CEO. But you do need support systems that actually work.
This isn’t a course you’ll never finish. These are tools you’ll use again and again.
Inside The Essential DIY Kit, you’re not just getting spreadsheets and walkthroughs. You’re getting:
If you want that? You’re in the right place. Grab the Kit and let’s make your numbers make sense.
Ready to feel confident with your money?
All prices in USD