Money Metrics Tracker Bundle

Regular Price: $399

installment plan available

WANT TO EARN MORE MONEY?  WANT TO BE PROFITABLE?

TRACK YOUR MONEY METRICS…

Every business has the capacity to be profitable but a lot of business owners are focused on the wrong stuff.

Tracking your money metrics can quickly point out

• when you’re profitable and when you aren’t;
• what activities bring in the cash…and which ones are probably fun but a waste of your time.

Getting hyper-focused on profits + money-making activities = earning more with less effort.

It’s just that simple.  Period.  End of discussion.

So I have a question.  Does any of this sound familiar?

(See my rebuttals in the parenthesis 😎)

I’m not tracking my numbers because:

👉 I don’t know what to track so I don’t track anything (c’mon now, can’t go anywhere new without a map – metrics are your map)

👉 It’s just one more thing to do and I’m already exhausted (Yes, it is one more thing BUT trust me, if you do it consistently and get into the habit, it will take you 10-15 mins or so PER WEEK – so hardly any time at all.  Furthermore, it will SAVE you time because you’ll get focused on profit-generating activities.)

👉 I’m not good at math/I’m not good at tech. (You don’t have to be. You just need to be able to open a spreadsheet & input the information.  The calculators and the formulas in the templates will take care of the math for you).

👉 I’m waiting until I’m “big enough” to hire a bookkeeper or CPA (In my humble opinion, this one of the biggest mistakes I see startups make – “waiting until” they can hire someone to do it for them.  In the meantime, the numbers aren’t current so you’re making everyday business decisions in the dark.)

👉 I gather my stuff together to get my taxes done and that’s good enough (More ‘in the dark’ decision making.  More “waiting until”…you already know how I feel about that, right?)

👉 Bookkeeping is boring or it’s too hard.  The software is too complicated.  (None of this is true… but I’m a CPA so I’m a little partial.  Please note:  metrics tracking ISN’T bookkeeping and it isn’t meant to be a replacement.  Metrics trackers, like these, are supplemental tools to help you keep meaningful numbers in one place and at your fingertips so that you can make great business decisions with confidence and ease.)

WHAT THE HECK ARE MONEY METRICS TRACKERS ANYWAY?

It’s hard to know which metrics lead to money… Sometimes it can be really hard to focus on the metrics that matter in your business, especially when you’re just starting or you’re a solo-preneuer.

The Money Metrics Tracker Bundle helps you track everything – the KPIs that matter in your business, sales opportunities, income and expense as well as helping you calculate what to pay yourself and how much to squirrel away for estimated taxes – all in one place.

What’s included in the Money Metrics Tracker Bundle:

✔ KPI Metrics Tracker (value: $99) – tracks the metrics that lead to money, like number of consultations, or number of pending service agreements

✔ Sales Opportunity Tracker + Sales Conversion Calculator (value: $99) – tracks your prospective clients & helps you calculate your conversion rate & calculates your conversion rates based on the Sales Tracker

✔ Income Tracker + Expense Tracker + Profit/Loss Calculator + Pay Yourself/Estimated Calculator (value: $199) – tracks your progress to reaching your income goal & tracks your expenses by month, quarter & for the year & calculates your profit or loss for the month/quarter/year based on your Income & Expense Trackers & quickly calculates what you should pay yourself and how much you should set aside for estimated taxes and future expenses based on the Profit/Loss Calculator

➕ Step-By-Step Walk Through Videos (value: $300) – like looking over my shoulder, I’ll input some sample information in each of the trackers to show you how to customize and use the trackers

➕ Step-By-Step Walk Through PDFs (value: $300) – if videos aren’t your thing, there are PDFs with screenshot images to explain each tracker and walk you through how to customize and use them

Purchased separately, the overall cost of the templates + walkthrough bonuses would total: $997.

The investment for this template bundle is $399 or three installment payments of $133.

WHAT THE MONEY METRICS TRACKER BUNDLE CAN BE USED FOR

Making sure your business is profitable from the beginning…helping you harness your metrics and have your numbers at your fingertips.

WHAT THE MONEY METRICS TRACKER BUNDLE CAN’T BE USED FOR

These tracker templates are NOT a replacement for a full bookkeeping software/system or the advice of accounting and tax professionals.  

WHO THESE MONEY METRICS TRACKERS ARE GREAT FOR

• Starters and established entrepreneurs – those who need one place to track their money metrics
• Service-based solopreneurs and small biz CEOs like coaches, consultants, freelancers, infopreneurs

Note: the Money Trackers are not location specific so you can be a solopreneur based anywhere – the examples given are in USD but the basics are the same.

Frequently Asked Questions

Meet Your Money Metrics Tracker Creator

Joyce M. Washington, CPA

Joyce is a business strategist & virtual CFO who helps small business owners keep more of their profits, pay less in taxes and earn more money through savvy money management.

She is a licensed Certified Public Accountant (Maryland), holds a bachelor’s degree in Accounting and is a certified advisor for Xero Accounting Software.

Named one of the CPA Practice Advisor’s 40 under 40, she’s a regular contributor to publications like CPA Practice Advisor, Prevention Magazine and SmartCEO Magazine, and is a true expert in the accounting field.

She uses her masterful & highly sought after finance skills to help her clients create long term growth and implement profit management strategies.