You're carrying two sets of numbers in your head: the business and the household. Neither one ever feels finished, and the thought of sitting down with all of it is exactly why it keeps not happening.
This guide makes it a 90-minute job, once.
Who it's for
Women who run a business, run a home, and are tired of guessing. You don't need clean books, a bookkeeper, or a finance background to use it. Rough numbers are welcome.
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
Your Gap Check: whether your business is really paying for your life, how many months of cushion you have, and whether you're setting enough aside for taxes
Three moves, one personal, one business, one tax, with a 30-day plan to finish them
A year-end tax checklist and the exact questions to ask your tax professional
What's included
The 14-page Reset Guide, fillable on your laptop or printable for writing by hand
A 15-minute one-on-one Reset Review with me, Jessica Benitez Martinez, CPA, CFE, where we look at your numbers together and make sure your three moves are the right ones
10% off a Financial Diagnostic and 10% off your first three months of CFO Advisory Partnership, good for 90 days
How it works
Buy it, download it immediately, and block 90 minutes. Work through the three phases: Clean, Clarify, Strategize. Then scan the QR code on page 13 to book your Reset Review. Come with your numbers filled in and we'll use every minute of it.
What this isn't
It isn't a budgeting course, a motivational workbook, or 60 pages you'll never finish. One idea per page, one action per section.
A note on the file
You'll receive a PDF with fillable fields. Download it and open it in Adobe Acrobat (free), Preview, or your phone's Files app to type directly into it. Or print it and use a pen. Both work.
Educational content only, not tax, legal, investment, or insurance advice for your specific situation.
You're carrying two sets of numbers in your head: the business and the household. Neither one ever feels finished, and the thought of sitting down with all of it is exactly why it keeps not happening.
This guide makes it a 90-minute job, once.
Who it's for
Women who run a business, run a home, and are tired of guessing. You don't need clean books, a bookkeeper, or a finance background to use it. Rough numbers are welcome.
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
Your Gap Check: whether your business is really paying for your life, how many months of cushion you have, and whether you're setting enough aside for taxes
Three moves, one personal, one business, one tax, with a 30-day plan to finish them
A year-end tax checklist and the exact questions to ask your tax professional
What's included
The 14-page Reset Guide, fillable on your laptop or printable for writing by hand
A 15-minute one-on-one Reset Review with me, Jessica Benitez Martinez, CPA, CFE, where we look at your numbers together and make sure your three moves are the right ones
10% off a Financial Diagnostic and 10% off your first three months of CFO Advisory Partnership, good for 90 days
How it works
Buy it, download it immediately, and block 90 minutes. Work through the three phases: Clean, Clarify, Strategize. Then scan the QR code on page 13 to book your Reset Review. Come with your numbers filled in and we'll use every minute of it.
What this isn't
It isn't a budgeting course, a motivational workbook, or 60 pages you'll never finish. One idea per page, one action per section.
A note on the file
You'll receive a PDF with fillable fields. Download it and open it in Adobe Acrobat (free), Preview, or your phone's Files app to type directly into it. Or print it and use a pen. Both work.
Educational content only, not tax, legal, investment, or insurance advice for your specific situation.
