Free tools

Free money tools, built by a CPA.

AI prompts, quizzes and a community for service business owners who want to understand their numbers.

No cost for any of it. Start with whichever question is keeping you up at night.

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AI prompts

The Money Prompt Vault

54 CPA-written AI prompts to clean up your books, understand your numbers and make money decisions with confidence.

Get the prompts

Quiz

Finance Flow Finder

Find your money relationship style and exactly where to start. No judgment. Some sass.

Take the quiz

Score

Financial Health Score

Eight questions. A score across four pillars, how you compare, and a 30-day action plan.

Get your score ↗

Community

Free Finance Flow Lab community

Plain-language money talk with women who get what running a passion-led business feels like.

Step inside

Looking for templates and paid tools? Browse the Shop →

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Or skip the DIY

Rather hand the whole thing over?

These tools are great for getting clear. If you'd rather someone just did the books, and told you what they mean every month, that's what I do.

See monthly bookkeeping