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Grow, Nurture and Scale a Thriving Business
The Money Tree is a clear, practical framework designed to help small business owners take control of their business finances. Whether you're just starting out or ready to grow, this guide gives you the structure and confidence to manage your cash, revenue, and profit with intention.
Inside, you’ll learn how to assess where your business stands, set meaningful financial goals, and take focused action to strengthen the financial roots of your business. It’s the perfect starting point to build financial clarity without the overwhelm.
How financially fit is your business really?
In just 4 minutes, you can uncover the strengths and blind spots in your business’s financial foundation.
This self-assessment includes 24 practical questions across 8 key areas of financial management, including cash flow, revenue, profitability, reporting, balance sheet, risk management, tax, and growth planning.
At the end of the assessment you’ll get:
A simple score to see where you stand (Healthy, Moderate, or At Risk)
Tailored recommendations based on your responses
Immediate clarity on what to fix and where to grow
A next-step pathway if you want professional support
Shift your thinking. Change your results.
If you're a small business owner stuck in financial overwhelm, undercharging for your services, or hesitating to invest in growth, your mindset could be holding you back.
The Money Mindset Workbook is a practical guide to help you uncover and reframe the beliefs that shape your financial decisions. Whether you're just starting out or looking to level up, this resource will help you move from scarcity to confidence and build a healthier relationship with money.