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Her Simple Money Snapshot
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Know exactly where your business stands in 10 minutes
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By Jeannie Guzman | Her Money System
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📋 Your Business Info
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Business NameHer Money System
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DateJune 26, 2026
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Current MonthJun-26
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💰 Step 1: Your Money Snapshot
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How much money came in this month?$1,000.00
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About how much did you spend?$500.00
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✨ Estimated Profit (Income - Expenses)$500.00
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Cash in Business Checking$100.00
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Outstanding Invoices (money owed to you)$50.00
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Upcoming Bills (next 30 days)$20.00
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💡 Available Cash (Checking + Invoices - Bills)$130.00
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💭 Step 2: How Does It Feel?
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How do you feel about your finances right now?
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 (😊 Calm | 🙂 Mostly Good | 😐 Unsure | 😟 Overwhelmed | 😭 No Idea)
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What feels hardest right now?
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 (Knowing numbers | Taxes | Cash flow | Paying myself | Staying organized | Keeping up monthly)
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📊 Step 3: Your Money Score
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Give yourself one point for every YES:
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1. I know my monthly income.Yes
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2. I know my monthly expenses.Yes
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3. I know my approximate profit.No
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4. My transactions are categorized.
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5. I review my finances monthly.
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6. I have money set aside for taxes.
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7. I pay myself consistently.
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8. I know exactly what my business can afford.
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🎯 Your Total Score0 / 8
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📖 What Your Score Means
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0–2: You're operating in the dark.
The good news? You're not behind—you just need a simple system.
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3–5: You've started building awareness.
With a consistent monthly routine, you'll gain confidence quickly.
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6–8: Great foundation!
Now your focus is staying consistent and making smarter financial decisions.
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🎯 Your Biggest Priority
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Choose ONE:Understand my profit
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✍️ One thing I'll do this week:
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💜 Remember: Done is better than perfect.
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This isn't about creating perfect financial reports—it's about getting clarity.
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© Her Money System by Jeannie Guzman
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