Personal + business money, simplified.
A fillable workbook for women who run a business and a household and are tired of guessing. One sitting, about 90 minutes, and you'll know exactly where you stand on both sides.
Get The Reset
No clean books required.
You don't need a bookkeeper, a finance background, or perfect numbers. Rough numbers are fine. This isn't a 60-page workbook you'll never finish, a budgeting course, or a motivational journal. It's one idea per page and one action per section.
What you'll walk away with
Your Life Number
What your household actually needs each month.
Your 5 Numbers
Revenue, expenses, profit, owner pay and cash on hand.
The Gap Check
Does the business cover your life? How many months of cushion do you have? Are you setting aside enough for taxes?
Three Moves
One personal, one business and one tax move, each with a 30-day plan. Plus a year-end tax checklist and questions to ask your tax pro.
Built on Clean. Clarify. Strategize.
Included with your Reset
- A 15-minute Reset Review with Jess, one-on-one
- 10% off a Financial Diagnostic
- 10% off your first three months of CFO Advisory Partnership (valid 90 days)
Questions
What format is it?
An instant-download, 14-page PDF with fillable fields. Fill it in with Adobe Acrobat (free), Preview, or your phone's Files app, or print it and write by hand.
How long does it take?
About 90 minutes, once.
Do I need my books cleaned up first?
No. Rough numbers are fine. The point is to see where you stand, not to be perfect.
Who is Jess?
Jessica Benitez Martinez, CPA, CFE, MAFF, MBA, MAcc, Founder & Strategic Finance Partner of BM Advisory.
Stop guessing. Start your Reset.
Get The Reset for $47Educational only. Not tax, legal, investment or insurance advice for your specific situation.