AUTHOR FINANCE CHECKLIST
Whether your current royalty checks buy you a gourmet latte or a literal yacht, welcome to the room.
We built this program to help you navigate the wild financial waters of the indie publishing world—whether you are a brand-new author carefully laying down your business foundations or a certified seven-figure powerhouse looking to optimize your global corporate empire.
We have packed this program with a massive wealth of information. If you try to read it all in one sitting while mainlining caffeine and formatting your next manuscript, your brain will melt. Don’t do that.
Our official advice? Take your time to digest it all. Think of this program as, not a course, but more of a smorgasbord of information that you can pick and choose which tasty morsels to take a bite out of. You don’t have to execute every single point on day one. Just grab the strategies that are applicable to your business right now, and let the rest simmer. (Though it is incredibly wise to educate yourself on all of them, because you never know when a surprise international royalty explosion is going to require some serious cross-border banking strategy!)
Because there are a ton of real-world activities for you to check off in this program, we’ve created a handy master tracker so you can celebrate your small financial victories as you go.
No more scribbling your business goals on the back of receipts or sticky notes. You can check things off interactively right down below, or grab a gorgeous, printable version to hang above your writing desk.
At the bottom of every single module in this program, you will always find two things:
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Wise Words from Jo & Jodi: A quick, candid, down-to-earth mindset reset from the two of us to pull you out of the numbers anxiety and remind you why you're building this empire in the first place.
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Real-Life Actionable Items: A hyper-focused, bite-sized homework checklist.
WORDS FROM JO AND JODI: Looking for your goodies? You can find the printable checklist and all of our other financial secret weapons waiting for you inside the Download Vault at the very end of this program. For easy access, we will also drop the specific items you need right at the bottom of their corresponding pages.
Go grab a fresh cup of coffee, put on your favorite plotting playlist, and let’s start checking off some boxes!
ACTIONABLE ITEM: Scroll down and start to check off the list or print it out to hang on your office wall/noticeboard
Prefer a printable version to print out and an pin to your notice board? click below
Need a Little Extra Plot Support?
While our community and resources are built to give you the tools to succeed on your own, we know that sometimes your business finances require a custom approach. If you’re feeling stuck, facing a complex situation, or simply want expert eyes on your business, we’re here for you. You can book us directly for tailored, one-on-one support. Don't let financial stress stall your creativity—let’s get your books balanced together.
Done-for-You Bookkeeping: Let us handle the spreadsheets and tracking so you can stay focused on writing your next bestseller.
Sit down with us to map out a sustainable, long-term financial strategy for your entire creative career.
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