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Introducing: The Tools

Functional, easy to use, and beautiful tools for entrepreneurs to make sense of their finances.

If you’ve ever struggled to maintain a bookkeeping process for your business, this is for you.

I’ve created tools that are entirely customizable in every way which makes it easy for you to make your numbers make sense.
There’s no learning curve, no complex softwares and integrations, no stress.
All of these tools can be setup and maintained in minutes and they give you literally everything you need to know about your money as a business owner—your profit & loss statement, clarity into your sales trends, forecasts for future planning, and debt payoff tracking.
It’s your accounting department in a box—a gorgeous box with aesthetic themes that fit your business, your mood, and your life.

You may have tried some finance software, but here’s the thing about finance software…

(There are a lot of things, really.)

For starters, there’s a huge learning curve and once you get over that learning curve (if you ever get there), you might realize that it doesn’t have the capabilities you desire or that something isn’t linking correctly, or that it’s not as automated as you thought.

Accounting software can also be pretty complex—it was made for accountants and because of that, there are a lot of things that won’t make sense to someone who doesn’t have an accounting degree.

There’s way too many unnecessary features that you just don’t need.

When you’re DIYing your bookkeeping, the objective is not to become a full fledged accountant for your business.
Rather, your objective is to simply do the bare minimum until you get to a point where outsourcing it makes sense.
Now, in doing the bare minimum, that does not in any way mean that you can’t have solid clarity into the future of your cashflow, your profit, and your taxes—quite the opposite.
What these tools provide are simple ways for you to get the information you need for taxes, as well as valuable information to help you reach your money and business goals by doing the bare minimum.
You’re busy as fuck and if you’re in a business stage that requires you to take on the financial management, you just need a simple way to get that shit done. And why not have it be a total vibe while you’re at it.

These tools are simple yet powerful.

Forget the days of being overwhelmed with software and financial processes that you just don’t understand, don’t care to understand, and frankly, don’t need to understand.
You’re not here to be the accountant of your business, let’s be real. You’re just here to build, to grow, and to make an impact with your business—and yeah, money is a big part of it (so are taxes). But what these tools can do for you is take away the overwhelm—they take away that false requirement that you’re supposed to know everything about tax and accounting and become an accountant.
In the beginning of your business, you wear a lot of hats—social media marketer, copywriter, tech wiz, and yeah, accountant too. But some of these hats are temporary as fuck and while you do a lot of these tasks now, a lot of them will eventually be outsourced to your team so that you can focus on what you do best. Til then, the path of least resistance is best.
Tools like these spreadsheets become a game changer for you. They enable you to get the full clarity you would have with a CFO without the heavy price tag and without getting an accounting degree yourself.
All you need to know is your profit—what are your sales every month, what expenses do you have, how much are you able to reinvest or take home at the end of the day?
Not only do taxes become easy AF when you have a really easy way to keep track of your numbers all year, you also get clarity into the health of your company, how your decisions affect your profit, and what inspired actions you can take to increase that bottom line.

What these tools provide for you is a quick and easy way to get exactly what you need and nothing that you don’t need.

Having an easy way to track your numbers changes the game. The overwhelm and stress around taxes simply melts away. 

At first, you’ll be relieved that you’ve finally found a way to organize your numbers so easily—not only is it easy, but you actually understand them. You then start to feel like a badass. 

Empowerment starts creeping in because now you have clear insight into how your business operates—where do the sales come from? Where is my money going? How much can I pay myself? What am I going to owe when tax season rolls around? 

Answers to all these questions become illuminated and not before long, you’ll start feeling excited AF about your numbers.

When there’s overwhelm around your money, resistance around receiving forms and this is not a bad thing, it’s just that you’ll have to take extra steps to work through this resistance. 
When you feel confident, in control, and aware of your cash flow, there is much less resistance to work through and you’ll find that when money stress comes up, it’s so quick and easy to dissolve the stress and shift back into alignment with cash flow abundance. 
Feeling stressed in one are of your business often leads to avoidance and when there’s avoidance around any aspect of your business, it’s simply not running at its full potential. 

What would it mean for you & your business if you could remove the avoidance around your finances? 

What if it could be easy instead of heavy and draining? 

Tools like these will make your life so much easier and this new cash confidence will show up in every area of your business and your life.

When we don’t have a simple and easy way to get something done, it becomes an overwhelming task and we just simply avoid it.
This is why we have planners, systems, and routines—these tools make our lives easier and help us to get things done. If ever you’re struggling with getting things done, it’s always an invitation to figure out why—to implement new processes, or tweak and adjust current processes.

Your money management is no different.

If you feel overwhelmed and stuck when it comes to your bookkeeping, ask yourself why.
Is it possible that you need better tools?
Tools that are easy to setup, tools that can be maintained in minutes, tools so customizable that you’ll finally actually understand and get value from your numbers?

If that’s the case, you will love these spreadsheets.

Say goodbye to the learning curves, to the tech issues, to the thousand features that you don’t even need—say goodbye to trying to become an accountant. You don’t need to be the accountant in your business—you just need to know your numbers.

Is it time for you to finally understand your numbers in a simple way?

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.

I’m Alexis, I’m a CPA,  and I’m here to give you the tools to make this easy so that you don’t have to figure it out on your own.

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 is no software that is as easy as this—I’ve tried them all and I always go back to my trusted spreadsheets.
Nothing is as flexible, as easy, nor as customizable as these.
Nothing out there gives me what I need quickly and easily like these tools.
I initially created these tools for myself but as a CPA, I now know for sure these tools were made for the world.
No longer will people struggle with money management or DIY bookkeeping for their business or debt or hitting sales goals. Those days are over because these tools make it easy for everyone.

The Tools

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!

Learn more about each tool below.

The Income & Expense Tracker

This is your profit & loss spreadsheet. It’s the staple for every business & it’s how you’ll get to make taxes really fucking easy. 
Select an option below for a video preview, FAQs, and additional features.

The Budget + Forecast

Want to know how much cash you’ll have in the bank months in advanced? This is it for you. It’s your budget, your bill tracker, and your financial planner.
Select an option below for a video preview, FAQs, and additional features.

The Daily Sales Tracker

This tool allows you to stay on top of your sales goals so that you reach them every month with ease. At any given moment & on both a monthly & annual level, know exactly what your sales goal is, how many days you have left to reach it, and how many more sales you have to make to hit your target.
Select an option below for a video preview, FAQs, and additional features.

The Debt Payoff Tracker

This tool dissolves your overwhelm around your debt + helps you to stay accountable to your debt payoff goals. With this tool, you get clarity into your debt + you can create realistic payoff goals that you actually stick to.
Select an option below for a video preview, FAQs, and additional features.

Get all 4 tools in the bundle and SAVE over $40 

Using all 4 of these in combination will help you achieve all of your money goals faster.
Use your Income & Expense Tracker for taxes + understand where your money is going.
Then, based on these amounts, use your Budget + Forecast to get clarity into your future income & expenses and see how your cashflow is affected.
Use the Debt Payoff Tracker to know how much debt you have, what you want to pay off, and come up with realistic monthly payment amounts using information on your Budget + Forecast.
After seeing how your cashflow is affected and getting visibility into any debt you want to pay off, create realistic and intentional sales goals to cover your expenses & debt payoff goals.
Select an option below for a video preview, FAQs, and additional features.

About Alexis

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.