We all need to keep track of our finances—regardless as to whether we are in a broke phase or a baller phase—because it’s important for us to understand where our money is going. This allows us to be more intentional with where we want it to go.
Money is arguably one of our most important resources and it’s vital that we honor it. We can do so so so much with more money—help more people, be our best selves, ultimately, live our best lives. So when we become intimate with our cash, we can make money moves. When we can be more intentional with where our money goes, we can do more of what we want to be doing.
It’s never more money more problems if you know what to do with your cash—and if there’s anyone who would create more solutions with more money, it’s you.
You’re fully capable of doing your own bookkeeping and managing your own money in the most aligned and intentional way—it’s just that you’ve never been taught. And that’s where I come in.
There’s information overload coming from everywhere and the truth is, there’s no right way to manage your own money—there’s only your way. If there’s anything to know about me, it’s that I do things my way. And that’s why I created these tools. I created these in college because I needed to know exactly how much shopping money I had—a true Taurus, I love to shop. I had bills, though so I wanted to know how much money I had after my bills were paid—so I could go shopping and dine at restaurants, naturally.
As I journeyed through college, getting my bachelors and masters both in accounting, then went through my career as an accountant, I had even more knowledge to adjust these tools to make them what they are today.
There are 4 foundational tools that will help you reach your money goals faster (all are great for both business & personal finance):
The Income & Expense Tracker | The Budget + Forecast | The Daily Sales Tracker | The Debt Payoff Tracker
All tools are available individually in various themes or as a bundle with one cohesive theme of your choice.
Every tool comes with a full video tutorial + they are all evergreen so you can use them over and over for any year from now until forever!
Alexis is a CPA, the founder of Pink Moon Financial, LLC. She is dedicated to helping fast-growing businesses as well as startups to maximize their business profits. Using easy to understand methods, Alexis has helped women gain confidence in their business finances and has helped them scale to the next level. She provides comprehensive trainings and setup services for startups to be able to maintain their own accounting easily, and provides fast growing companies with complete outsourced solutions so they can focus on what they do best. Through her training and services, she saves entrepreneurs tons of time, money, and stress.