Free get-it-done-with-you live · Hosted by Viveka and Cashflowy
Get your financial house in order.
Walk away with automated money tracking and bookkeeping set up for you in 45 minutes. For free.
Thursday, November 5 · 12 PM ET · Live on Zoom
- Know exactly how much to set aside for taxes, updated daily.
- Know what's safe to pay yourself, even in the slow months.
- Set up once, be on top of your finances in 6 minutes a week.
- Ditch QuickBooks and expensive bookkeepers that fail you.
For U.S. coaches, consultants, and practitioners.
Thursday, Nov 5
12 PM ET · Live on Zoom
Save your seat
Hosted with Viveka for its coaching community.
Your hosts
We've helped hundreds of business owners take control of their finances. No prep needed, just show up.
Heidi DeCoux
Founder & CEO, Cashflowy
20+ years building businesses, four of them with profit margins above 50%. Heidi built Cashflowy so solo owners can see what's theirs, what's for taxes, and what they can afford next, without an accounting degree. She'll walk you through setup live.
Katja Kempe
Founder & CEO, Viveka
Katja built her career in strategy and operations at international law firms. At Viveka she builds the infrastructure behind sustainable coaching practices, and knowing your numbers is part of that infrastructure.
Real reactions from rlive session.
You’ll walk away with:
- Your income and expenses in one view.
- Tax-ready reports updated in real-time.
- How much you should have set aside in tax savings.
- A list of your recurring subscriptions to review.
- Relief of knowing and understanding your money.
Tax figures are estimates to help you plan, not tax advice.
7 days free. Set up live with Heidi.
Connect your accounts and get started together.
Plus, on us
A private session with a human bookkeeper.
20 minutes. Your account. Your questions.
Just for the Viveka community
20% off your first payment
Love Cashflowy? Keep her for $39/month or $390/year.
Free live session · Thursday, November 5 · 12 PM ET
Coaches who stopped winging it.
“With Cashflowy, you’re not waiting until tax season to find out what happened. You know all year long.”
GREGG SUGERMAN · REAL ESTATE COACH
“Cashflowy gave me back the time and money I was spending just trying to manage my money.”
JANE LOCKHART · HEALTH COACH
“With Cashflowy, my costs went way down, and my understanding of my money went way up.”
CARYN GILLEN · SALES COACH
FAQs
No. Come as you are, even if your books are months behind. Have your laptop and your bank login handy if you want to set up live.
No. You became a coach because you're great at coaching, not at reading a P&L. Everything is in plain English.
Yes. Reports tell you what already happened. You'll leave able to answer "How much can I pay myself?" and "What should I set aside for taxes?" any day you ask.
The session is free. If you want to leave with your own numbers, we'll set up Cashflowy's 7-day free trial together during the session. And we'll give you a free private 20-meeting with a human bookkeeper to look over your new account. If you love Cashflowy and want to keep it, it's just 39/month or 390/year to keep it.
Yes, registered attendees get the replay. The set-it-up-with-you part works best live.
No. It's general education. For advice on your situation, talk to a qualified tax professional.
Every money decision is a guess.
Until you know your numbers.
That next investment. Another subscription. A bill you thought you could cover. Stop finding out what you can afford after you’ve spent it.
November 5 · 12 PM ET · Free live session