THEE BUSINESS
MONEY DASHBOARD
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For small business owners

You’re making money.
Know what
you’re keeping.

Busy running your business, but still guessing where the money goes? Get a personalized dashboard that brings your income, expenses, and money goals into one clear view—with support to help you stay on top of it.

Get my money dashboard

Personalized setup: $397 · Ongoing support: $149/month

Andrea Wilson
THEE BUSINESS MONEY DASHBOARD A clearer picture. A more confident owner.
Built around your businessPhone-friendly dashboardGuided setup & support

Your setup. Your ongoing support.

Less guessing.
More clarity about your money.

Start with a dashboard built for your business. Keep your numbers organized with ongoing review and support.

01 / GET SET UP

Personalized Dashboard Setup

Turn scattered money information into a view you can actually use.

$397

One-time setup fee

  • Dashboard customized with your business branding
  • Phone-friendly income and expense overview
  • Business vs. personal transaction review
  • Subscription and recurring-bill overview
  • Estimated profit snapshot and tax-savings tracker
  • Guided onboarding and dashboard walkthrough
  • 30 days of setup support
Ask about getting set up ↗

02 / STAY ON TOP OF IT

Monthly Money Support

Build a consistent review habit, with help keeping your dashboard useful.

$149

Per month · following your dashboard setup

  • Monthly transaction organization and review
  • Income and expense summary
  • Unclear transactions flagged for your confirmation
  • Recurring-charge and subscription review
  • Dashboard updates using reviewed information
  • Month-end checklist and ongoing accountability
Ask about setup + monthly support ↗

The service includes a $397 setup fee and $149/month for ongoing support. Billing schedule and service terms are confirmed before enrollment. Live bank syncing is in development; dashboard updates reflect reviewed information.

Make room for clarity

Your next business move
starts with knowing your numbers.

You don’t need another spreadsheet to figure out alone. You need a clearer view of your business—and a process that helps you keep it that way.

  1. Tell us about your business.Share what you track today and where you need clarity.
  2. Get your personalized setup.We organize your dashboard around your business and goals.
  3. Build your monthly review routine.Confirm your numbers, review spending, and stay organized.
Let’s talk about your dashboard.

Complete the form below to ask about availability, setup, and monthly support. We’ll help you understand the next steps before you enroll.

THEE BUSINESS MONEY DASHBOARD · ANDREA WILSON

Financial organization and reporting support. This service does not replace professional bookkeeping, tax preparation, or financial advice. Profit estimates and tax-savings targets depend on the information provided and reviewed; they are not finalized financial statements or calculated tax liabilities.