Manage Your Personal Finances

Like the Head BOSS in Charge

As the head of your household, you’re the CEO of your life.

You wear many hats, you manage the kids, your business, the housework, family vacations, your self care—you are everything and you do everything.

Managing your finances really should be the last thing you stress about.

Knowing how much cash you have months in advanced should be easy. Paying off debt should be easy, and saving money should be easy.

But if you’re being honest, it really doesn’t feel easy. It feels stressful. It gives you a scarcity mindset and you know you’ve got to find a way to shake that scarcity shit off!

You are the HBIC of your family and of your life, but when it comes to paying off your debt, hitting those savings goals, or managing your cashflow, you’re maybe not feeling like such a boss babe.

You sit there and wonder where the hell all your money goes, why you just can’t seem to save as much as you want, and why your debt just lasts foreverrrrrrrr.

You’ve tried a few different budgeting softwares, you’ve tried to do it by hand, and it just never feels easy–it never sticks.

The reason you can’t stick to a money savings or debt payoff plan is because instead of creating your own realistic goals and using tools that work FOR you, you’re using methods that work for OTHERS.

Wouldn’t it be nice if it was just EASY?! Even better, could this be exciting? Empowering?

Empowered by a bunch of numbers? You laugh. But that’s exactly what I do—empower women by teaching them exactly how to make their money work for them. Because girl if it doesn’t work FOR YOU–if it’s not customized based on your unique goals and your unique situation, it’s not going to work AT ALL.

I want to talk about uncertainty because really, the only constant in life is change and when your money changes, your life changes. From layoffs to new jobs to new babies or business trips, kids going off to college, moving expenses, new houses, and my favorite—vacations, there’s a lot going on with your personal finances and it all moves so fast that you can barely keep up.

Not having an understanding of how your decisions affect your cashflow causes you to think there’s not enough money and if that’s how you think, that’s what you will create. You’ll never have enough, you’ll always be stressing, and you’ll never hit those money goals.

Income uncertainty, debt, bills, and cashflow changes are things that all of us deal with, but so many of us struggle with the logistics of managing it all. You have a savings goal, you’re doing great—then, life happens.You have a goal to reduce your debt, you make a plan, but you can’t seem to stick to it—something always comes up.

Or what happens if you or your spouse gets laid off? Do you know how far your current savings will last you?

The tools inside HBIC allow you to roll with the changes with ease.

Need to plan for a period where your income decreases? Need to plan for maternity leave? Want to save money for your dream house? Want to FINALLY get rid of all those student loans and credit cards?

HBIC has all the tools and trainings to make each and every one of these goals 100% achievable.

Let’s debunk those “no spend” trends like ‘no-spend-November’. Committing to NOT spending money is probably one of the worst things you can do for your money mindset. The better thing to do is implement moderation, planning, and be realistic.

But that’s impossible to do if you are sitting here wondering where your money went last month. Clarity is the first step. Then comes confidence. And finally, empowerment & hitting your money goals with ease.

The beautiful thing about having a budget and forecasting tool that’s actually ACCURATE is that you get to be realistic and you can tell your money where to go.

Being intentional with your cashflow is the #1 best way to have more fun and freedom! It’s how you can do more & get more of what you want—bigger vacations, your dream house, being debt free!

So many people think that to become debt free, or to save for a house, you have to deny yourself of anything fun—going out to dinner, buying new makeup, or new tarot cards.

But the truth is you can absolutely live your life and spend money however you want while still hitting your money goals.

Whether you want to pay off debt, increase your savings, or simply spend your money more intentionally, HBIC is for you.

Within HBIC, you get the tools you need to make your money work for you:

Module 1: Your budget.>>

This is the #1 best forecasting tool you’ll ever find. Want to understand where your money went last month and tell it where to go in the future? Ready to create realistic money goals that allow you to still live your best life? This tool comes with a training specifically designed to teach you how to create money goals you’ll actually attain. It’s a bill tracker, a cashflow manager, a vacation planner, it’s your new best friend.

Module 2: Debt Freedom.>>

Debt is not inherently bad and with this tool, you’ll be able to remove all those negative emotions around your debt. Here you’ll learn how to set realistic debt payoff goals, keep yourself accountable, and most importantly—keep yourself motivated. This debt payoff tracker goes out 5 years so you can really see the light at the end of that debt tunnel! Hellooooo freedom, goodbyeee debt. And thank you.

Module 3: Savings Goals.>>

You might be saving money to create a nest egg so you can quit your job and focus solely on your business, you might be saving for maternity leave, or a new house, or a badass vacation. Whatever your reason for saving money, this tool provides you with everything you need to be able to create savings goals that work for you. At a glance, you’ll see the total you’ve saved, what you’ve taken out of your savings, and how much you have left to go! Saving money has never been easier, or more fun!

It’s time to get rid of that scarcity mindset around money, and start living your dream life right now, today.

I’m Alexis and I’m a CPA.  Over the last 10 years, I’ve helped entrepreneurs understand how their decisions affect their cash. I’ve also been up to my eyeballs in debt, had many money surprises (the not so exciting kind), and have fell short of many many savings goals. So, I know what it’s like from a human stand point to continue making savings goals or debt payoff goals and not really getting there.

What changed? Well, in college as I was learning the logistics of how money works in business, I was able to mirror these theories into my personal life. I created amazing spreadsheets to keep track of my bills and it’s these exact tools that have helped me live the dream life I’m living now. Even back when I was super broke—when my husband and I were living in a tiny apartment with a new tiny little baby and entry level jobs—we still lived our best lives. We had an amazing wedding, we went on mini-vacations, and we still got to buy whatever we wanted–I’m a shopper so not spending money on myself was never really an option. And I made it work.

How? With these tools. Understanding your cashflow will change your life in the best way and no matter how rich or how broke you are right now or will be in the future, knowing how much money you have left over after your bills and your commitments, months in advance is the way to live your best life right now.

Ready to be the HBIC of your life?

Doors close soon!


About Alexis

Alexis is a CPA, the founder of Pink Moon Financial, LLC, and the creator of BossLady Academy. 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.



*Note that all spreadsheets are formatted for Microsoft Excel (Windows or Mac desktop/laptop full version). Any other applications may have a limited experience. Most have been able to use the spreadsheets inside of Google Sheets successfully, but some formatting may be lost & full functionality cannot be guaranteed. All tax concepts discussed are based on US tax law. *No refunds. *BossLady Academy grants you a limited non-exclusive non-transferable license to view, copy, download, and/or print any products and/or e-courses you purchase from BossLadyAcademy.com solely for your personal, non-commercial use. You agree that you will not use the contents of and materials in any products and/or e-courses you purchase from BossLadyAcademy.com to create or improve a competing product or service. Please read the terms above for more info.