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Success Metrics

Resources

Learn it once, use it for good

Start with something free. Move to the course when you’re ready to sit down with it properly.

Flagship course

Know Your Numbers Bootcamp

Six sessions that take you from “I hand everything to my bookkeeper” to reading your own books and knowing what to do about what you see.

  • 01 · Where the money actually goes
  • 02 · Cash flow you can plan a month ahead
  • 03 · Reading your own books
  • 04 · What your work really costs
  • 05 · Pricing without guessing
  • 06 · The monthly check-in that keeps it going

Next cohort opening soon

Course image — workbook and laptop on a kitchen table

Free to use

Start here, it costs nothing

Tool

Financial Readiness Assessment

Fifteen questions across five financial pillars. Get your traffic light, your biggest gap, and the transition strategy that fits — free, in about ten minutes.

Take the assessment

Field guide

The Entrepreneur’s Checklist

Eight honest questions to ask yourself before, or while, you build something of your own. Not a to-do list. A reflection exercise on what carries people through.

Tool

Business Vital Signs Snapshot

Six numbers that tell you how your business is actually doing, the way vital signs tell you how a patient is doing. Answer a few questions, get a report by email.

Take the snapshot

Template · Coming soon

Monthly cash flow sheet

An Excel sheet with the formulas already in it. Fill in last month, see the next three.

Trusted resources

Tools I use

Some of these are affiliate links. If you join through one, I earn a commission at no extra cost to you. I only list what I have used myself and would recommend to a friend, and a listing comes down the day that stops being true.

Community · AI and marketing

Affiliate

Club Jam: AI & Marketing

Jam Anderson’s community for business owners who want AI to carry more of their marketing. Weekly live training, courses on Claude and ChatGPT, and people building alongside you. No tech background needed.

“Club Jam was and is a game changer for my business and my ability to implement my ideas, grow my business and get unstuck so many times. Everyone needs to check it out.”Jeremy
Visit Club Jam(opens in a new tab)

Tool · Budgeting

Affiliate

YNAB (You Need A Budget)

“YNAB is the one budgeting platform everyone needs. It will revolutionize your relationship with money and help you build a solid foundation to make the life changes you desire. Not to mention, it surprisingly works well for a start-up to track expenses and cash flow before you need to invest in bookkeeping or accounting tools.”Jeremy
Try YNAB(opens in a new tab)

More as I vet them

Bookkeeping, banking and scheduling tools I use in my own business will land here.

Not sure which one you need?

Book a free call and we’ll figure out where you actually are. No pitch.

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