Financial Focus
Get Your Finances Together—Without a Spreadsheet Meltdown
The only task tracker designed to help U.S. small business owners finally stay on top of finances—without missing deadlines, dodging tax bills, or drowning in Google Sheets.
Yours Free. Built by a CPA . $97 Value.
Here’s What You’ll Get:
- A plug-and-play tracker to manage your financial to-dos including quartetly tax payments, monthly financial reviews and annual filings
- Built-in templates for ClickUp, Asana, and spreadsheets U.S.-specific guidance so you don’t miss a deadline
- Designed by a CPA who’s seen exactly where small businesses fall apart (and how to prevent it)
Right now, Business Looks Like...
- A dozen open tabs trying to remember which deadlines you already missed
- Year end panic as you realized you missed the Q1 deadline (and Q2, And Q3....)
- Wondering where the money’s going (even though you're making sales)
- A million mental to-dos that never actually get done
- Avoiding your inbox because that IRS notice might be in there
- Feeling like you should have this together by now… but never learned how
BUT its time to operate like the CEO you are.
Let's get you focused.
With this tool, you'll...
Stop winging it and hoping you're doing it right
Feel confident checking things off - without wondering what you missed
Keep your money organized BEFORE chaos hits
Track the financial to-do's that actually move the needle
Run your business like the powerful CEO you are (even if you're just a team of one!)
Created by Christy Bowie, CPA — Big 4 trained, founder of CBFS, and the financial clarity queen for small business owners.
Are you ready to create your financial focus?
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(Value: $97)
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