the vault.

Templates & Resources

making it sweeter to get your business ish together

welcome to 

We’ve rounded up our favorite resources to make running your business smoother, smarter, and a little more fun. From templates and guides to discounts on must-have software, consider this your shortcut to getting your business together minus the stress and late-night Tiktok search rabbit holes.

made for your
creative businesses

curated business finance
and productivity tools

made for your creative business

curated business finance
& productivity tools

the money clarity collection: 5 days , 5 tools

Get a freebie for 5 days straight! to help you get clear on your biz finances: 
+ Ultimate Tax Deduction Guide
+ How to Deduct Home Office Expenses
+ Estimated Tax Payments Guide + Calculator
+ Ultimate Accounting Cheat Sheet
+ DIY Bookkeeping Health Assessment

the money clarity collection: 5 days , 5 tools

arriving soon

Get a freebie for 5 days straight! to help you get clear on your biz finances: 

+ Ultimate Tax Deduction Guide
+ How to Deduct Home Office Expenses
+ Estimated Tax Payments Guide + Calculator
+ Ultimate Accounting Cheat Sheet
+ DIY Bookkeeping Health Assessment

pay yourself first
budgeting masterclass

This masterclass is for the creatives who want to get paid first and pay for what they want in the upcoming year. Stay til the end for a bonus you won't want to miss!

pay yourself first
budgeting masterclass

coming soon

arriving soon

Use this plug and play calculator to find out if your latest launch paid off or if your next one is set to. It’s easy to use, designed to empower, and made for online creators who want to grow smarter every time.

launch profitability calculator

Use this plug and play calculator to find out if your latest launch paid off or if your next one is set to. It’s easy to use, designed to empower, and made for online creators who want to grow smarter every time.

launch profitability calculator

coming soon

arriving soon

 freebies :)

the
vault
e
dit

the
vault edit

off the press

(pinged you!)

Want my best and easy business finance tips every week? You can expect easy steps to make your creative business better with each one!

hot

passion first
budget

coming soon...

coming soon...

income &
expense tracker

shop templates

Expanding your team, became an S-Corp, need payroll support? Gusto keeps it straightforward. It’s user-friendly and takes care of W-2s and 1099s hassle-free!

A smart card that gives you cash back on the business expenses you’re already making. It’s like putting money back in your pocket with every swipe. We currently use the American Express Business Blue Cash Card

Our fave email marketing platform. Beautiful, easy email marketing without the tech overwhelm. Build stunning newsletters in minutes and actually enjoy sending emails.

our insider discounts
& faves!

Ready to move beyond spreadsheets? Xero is our new favorite platform to do all bookkeeping. It's so user friendly and great for creatives to use.

Our fave project and task mangement tool! Keep every project, task, and idea organized in one place. A simple way to manage your to-dos and stay on top of client work without the overwhelm.

Relay Financial is a business banking platform that doubles as a money manager—pay yourself, track cash flow, and stay organized with up to 20 accounts!

Our team uses this to help us track profitability! Track your time with just a click. Stay organized, boost productivity, and know exactly where your hours are going.

Stripe makes getting paid online simple and seamless. Our team loves it because it keeps payments organized and records accurate, making your bookkeeping (and cash flow) so much smoother.

We use Dubsado for onboarding. It's your all-in-one client management system. From proposals to contracts to invoices, it keeps your client experience smooth and stress-free.

Notion is a digital workspace for organizing tasks, notes, and projects. It’s like a personal assistant that brings clarity—even if you only like a little structure.

Hubdoc pulls your bills, receipts, and statements into one secure spot—making bookkeeping easier, faster, and way less stressful.

A drag-and-drop website builder designed for creatives. Bring your vision to life without needing to touch a line of code.

extra goodies

Youtube
Channel

I believe in sharing it all. No gatekeeping here! I post the finance tips, money lessons, and business insights I wish someone had given me sooner. Add in a little lifestyle and real-life CEO struggles, and you’ve got a channel that makes money feel approachable (and maybe even a little cute).

The
Blog

Check out our blog! Explore hot finance topics, practical tips, growth strategies, and real-life insights to help you run your business with clarity and confidence. From pricing and reports to taxes and mindset shifts, every post is created with creative business owners in mind.

join the waitlist

Designed for creative founders ready to simplify money management, this membership blends step-by-step guidance, accountability, and community support. It's a done-with-you bookkeeping club where you learn how to build a system that pays you consistently, reveals your true profits, and grows with your business, all while keeping bookkeeping simple and affordable.

The Ledger
Lily Society

— coming soon!

be the first to know when doors open & get founders-only pricing ✨

The Ledger Lily Club