Know Your Numbers
A free interactive workbook for solopreneurs who are earning — but still guessing about where it all goes.
Know Your Numbers
A free interactive workbook for solopreneurs who are earning — but still guessing about where it all goes.
Most solopreneurs know what their sales are.
Almost none of them know the rest.
Not their real expenses. Not what it actually costs to deliver their services. Not whether their pricing is sustainable for the life they want to build — or the retirement they keep putting off thinking about.
This workbook changes that.
Five sections. Honest prompts. Live calculations that update as you go. When you're done, it downloads as a formatted PDF with all your numbers in one place — something you can save, revisit, and bring back to every time your numbers change.
You don't need to become an accountant. You need to stop guessing and start making decisions like someone who actually knows what their business is doing.
What you'll work through
Section 1: What came in. Pull every dollar of revenue into one place. Every source, every platform, every payment method — probably for the first time.
Section 2: What went out. Map your real expenses — recurring, irregular, and the ones you forgot you were paying. This is where most solopreneurs are surprised.
Section 3: What it actually costs to serve a client. Beyond your time. The tools, platform fees, and support that go into delivery. This is what makes pricing sustainable — or not.
Section 4: Does the math work. Given what you need to earn — including what you want to set aside for retirement — is the business actually set up to support the life you want to build?
Section 5: When the math doesn't work — what to do next. Three levers, clear guidance on which one to pull, and space to write down what you're actually going to do about it.
This workbook is for you if:
You're making decent money but have no idea where it goes.
You price based on instinct, not on what the business actually needs.
You've never sat down and added up your real monthly expenses.
Retirement is the thing you'll figure out later.
You want financial clarity without turning yourself into an accountant.
Enter your name and email and you'll be taken directly to the workbook. Set aside 30 to 45 minutes. Have your bank statements nearby if you can.
No spam. No pitch. Just the workbook. You can unsubscribe anytime.
Founder of CEO Business Balance. Financial mentor for service-based solopreneurs. CE Lecturer in foundational bookkeeping at Hofstra University. More than 30 years in financial operations — from solopreneurs to a $35M company.
Your numbers tell a story. I help you read it — without turning you into an accountant.