The Financial Foundation Starter Kit

The ProfitWay Dashboard gives you a crystal-clear view of your business finances, empowering you to make strategic decisions with ease. With three ready-to-use dashboards that track your income, expenses, and profit, it’s never been simpler to assess your financial health and progress toward your goals. Using Google’s free Looker Studio, the ProfitWay Dashboard aggregates your transactions, providing insights by category and month so you can understand cash flow trends over time. Complete with customizable visuals, video training, and an easy input sheet, it’s the perfect tool to confidently steer your business growth.

Financial Focus is your all-in-one tool for organizing business finances and empowering you to be a proactive CEO. Specifically designed for US-based businesses, this organizer helps you stay ahead on tax filings, payments, and financial tasks, so you never miss a deadline. With templates for ClickUp, Asana, and Google Sheets, plus a mini-course for quick setup, Financial Focus ensures that you’re always in control and prepared. It’s the ultimate system for a streamlined tax season and a clear financial path forward.

The How To Start Your Service-Based Business Guide is the essential, step-by-step roadmap to help you establish your business on a solid financial foundation. Designed for service-based entrepreneurs—from solo contractors to large agency teams—this guide helps you navigate critical business essentials, like choosing a legal structure, acquiring your EIN, setting up a business bank account, managing invoices, and organizing your accounting. With insights from a financial professional, you’ll be equipped to minimize taxes, protect your business, and build a future you’re excited about.

Hey there! I'm Christy Bowie, CPA and Financial Consultant, but don't let those fancy letters fool you – I'm here to make finances feel way less scary and way more exciting.

After years of working with some of the world's largest private equity firms and high-net-worth business owners (fancy, right? ), I noticed something major: the most successful CEOs weren't just tracking numbers – they were using strategic financial insights to scale their businesses and build real wealth.

But here's the thing: I realized that most business owners were being seriously underserved by the traditional accounting world. You know, the whole "here's-your-tax-bill-after-it's-too-late-to-do-anything" approach? Yeah, not helpful.

That's exactly why I created the Financial Foundation Starter Kit. I've taken everything I learned from my Big 4 accounting background, my experience helping hundreds of service-based businesses scale, and my own journey as a business owner to create something that actually works for real entrepreneurs like you.

My mission? To help you stop stressing about the details and start feeling empowered as the CEO you are. Because building a legacy business that provides both wealth AND a lifestyle you love shouldn't require an accounting degree (trust me, I already got one so you don't have to! ).