Skip to content

Design Your Money Dashboard: A Visual Way to Stay On Track

Photo of Frances Schagen
Hosted By
Frances S.
Design Your Money Dashboard: A Visual Way to Stay On Track

Details

Free 1-Hour Workshop for Small Business Owners

Do your numbers live in too many places — and none of them make sense?
If you’ve ever opened a spreadsheet and felt instantly overwhelmed… this workshop is for you.
We’ll walk you through how to build a simple, visual dashboard to track what matters most in your business: cash flow, revenue, profit, and more. No accounting experience needed — just a desire to feel confident and in control.

***

### 🎯 What You’ll Learn:

  • The 3 core things every small business owner should track
  • How to build a dashboard using Google Sheets
  • How AI can help summarize and analyze your numbers (live demo!)

***

You’ll walk away with:

  • A visual starting point for your own dashboard
  • Clarity on what to track (and what to ignore)
  • An invite to a deeper session where we build your version together

***

Designed for service-based business owners, consultants, freelancers, and creative entrepreneurs who want their money to feel effortless and understandable.

***

Register now — and let your numbers start making sense.

Why listen to me?
I’ve helped hundreds of small business owners simplify their operations and make smarter financial decisions without stress. As the author of Your Effortless Business, former founder of Crystal Clear Bookkeeping Ltd, and AI partner, I specialize in helping service-based entrepreneurs feel confident with their numbers and systems. I make finance feel doable.

Photo of Business Owners Success Club group
Business Owners Success Club
See more events
FREE