The One System That Transformed My Small Business Finances (And How You Can Use It Too)

Discover the simple financial system that helped me take control of my small business finances—and how you can build one too, even if you’re not a numbers person.

5/25/20252 min read

Every Monday, I’d open my laptop, log into my account, and brace myself for the unknown. Was there enough for rent? Did I forget a tax payment? Could I finally pay myself this month?

And here’s the thing: I’m an accountant.

But even with my background in finance, when I started my own business, I didn’t have a system. I had spreadsheets, yes—but no structure. I tracked things… sometimes. I paid bills… last minute. I had a vague idea of my revenue… but no clue about my profits.

And I know I’m not alone.

Most small business owners start with ideas, passion, and creativity—not spreadsheets. No one teaches us how to manage our business money in a simple, sustainable way. So we do what we can, until one day, it feels like our business is growing—but we’re not. We’re stuck in survival mode, overwhelmed by numbers we don’t fully understand.

That’s exactly where I was… until I decided to stop guessing and start systemizing.

What Is a Financial System (And Why Your Business Needs One)

A financial system is not a fancy software. It’s not about hiring a CFO. And it’s definitely not just about “tracking expenses.”

A financial system is a simple, repeatable framework for making smart decisions with your business money.

It gives you:

  • Clarity about where your money is going

  • Confidence to invest, grow, and pay yourself

  • Control over your cash flow, taxes, and future plans

And the best part? You can build one even if you’re not “good with numbers.”

How This System Changed Everything For Me

Once I set up my own financial system, the shift was immediate.

✨ I stopped second-guessing every expense.
✨ I started saving for taxes monthly—instead of panicking in April.
✨ I finally felt in control of my income, instead of wondering where it all went.
✨ And I saw my profit margins increase because I could spot what was actually working.

One of the biggest changes? I was able to pay myself consistently. No more “feast or famine” income cycles. I had structure. Predictability. And most importantly—peace of mind.

The best part is that I didn’t reinvent the wheel. I just created a system that made sense for me—and stuck to it.

Need Help Creating Your System? I Wrote a Book for You.

When I finally got my finances under control, I kept thinking—why didn’t anyone teach this to me sooner? So I wrote the book I wish I had when I started.

📘 Financial Systems for Small Business is your step-by-step guide to creating a personalized, sustainable system to manage your money like a pro.

Inside, you’ll find:

  • Clear explanations without the jargon

  • Real-life examples and templates

  • My exact systems for budgeting, cash flow, taxes, and metrics

  • Bonus tools to simplify your weekly financial review

Whether you’re a freelancer, creative entrepreneur, or small business owner—this book will help you stop winging it and start thriving financially.

You Deserve to Feel in Control of Your Business Money

If you’re tired of worrying about your finances, of feeling behind, or of playing catch-up—this is your moment.

Building a financial system is one of the best decisions I’ve made as an entrepreneur. Not just for my business, but for my peace of mind.

You can do it too. And I’ll walk you through every step.

➡️ [Grab your copy of Financial Systems for Small Business here.]
Let’s build your system—together.